Powered by MOMENTUM MEDIA
investor daily logo

Fitzpatricks acquires Melbourne advice firm

  •  
By Reporter
  •  
2 minute read

Dealer group Fitzpatricks Private Wealth has acquired Melbourne-based advice firm Retirement Victoria.

Following a funding injection from Quadrant Private Equity and Yorkway Capital Partners, Fitzpatricks has acquired ANZ-aligned advice firm Retirement Victoria.

Fitzpatricks Group managing director John McMurdo said in a statement he was delighted for the advice firm, which services more than 3,500 clients, to join the group.

==
==

“Retirement Victoria now in its 16th year of operation, delivers a strongly client-centric, lifestyle-based approach to financial planning, highly consistent with the approach and philosophy practiced by the Fitzpatricks group for many years.”

Retirement Victoria managing director Hugh Dickson will stay on for “a few months” for the transition phase before retiring.

“The advisers and staff at Retirement Victoria are very much looking forward to the future journey with the Fitzpatricks Group and we are proud this advice approach is leading the future of the advice profession,” Mr Dickson said.

No changes will be made to the firm’s name, licensing arrangements, or the client-serving team.

Fitzpatricks acquires Melbourne advice firm

Dealer group Fitzpatricks Private Wealth has acquired Melbourne-based advice firm Retirement Victoria.

investordaily image
investordaily image
ID logo

Comments powered by CComment