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Top 5 tax strategies - Column

By Victoria Young
 — 1 minute read

Burgeoning dealer group Fitzpatricks Australia has welcomed two practices to the fold - Forum Financial Services and Wealth Vision.

Burgeoning dealer group Fitzpatricks Australia has welcomed two practices to the fold - Forum Financial Services and Wealth Vision.

Fitzpatricks now has 16 offices. Its 31 advisers have $910 million in funds under advice and $450 million in funds under management in its individually managed account (IMA) at Dalton Nichol Reid, Brisbane. "Forum Financial Services and Wealth Vision fit into the culture of our organisation", Fitzpatricks Australia principal Scott Fitzpatrick said. "Forum Financial Services is used to dealing with high net worth clients, they use our IMA and work on a fee-for-service basis. Both will bring intellectual capital to the business."

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Wealth Vision principal Grant Ducat established his practice in Coolangatta, Queensland, four years ago. Ducat, who was formerly licensed by Securitor Financial Group, has 11 staff including five planners; Nigel Condron, Alex Staker, Phillip Robbins, Roz Taylor and Gayle McKew, who recently joined from JDL Financial Planners at Bundall, Gold Coast.

Ducat said Fitzpatricks supported his expansion vision. He plans to open offices in northern New South Wales and south-east Queensland in the next couple of years, and has his sights on having a branch or franchisee in every state capital. "We are a holistic one-stopshop for mums and dads in the wealth accumulation stage. We have a friendly team and friendly approach." Ducat, who has 17 years' industry experience, said. It has about 300 clients, $80 million of debts under management, $40 million in funds under management and a large risk insurance base.

Top 5 tax strategies - Column

Burgeoning dealer group Fitzpatricks Australia has welcomed two practices to the fold - Forum Financial Services and Wealth Vision.

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