Fitzpatricks Private Wealth recruits senior financial adviser
Fitzpatricks Non-public Prosperity (FPW) has introduced that it has recruited senior Brisbane-based fiscal adviser, Rocco Costa.
Brisbane-dependent Fitzpatricks principal and guide adviser Hayden Griffiths welcomed Mr Costa to the staff, acknowledging him as an achieved money suggestions skilled.
“His emotional intelligence competencies and technical knowledge in developing advanced techniques will be of rapid gain to our personal wealth shoppers. This also demonstrates a philosophical and cultural alignment that is paramount to providing our lead adviser model of advice,” Mr Griffiths stated.
“At Fitzpatricks, our shoppers have a vary of complicated wants that have to have information to be shipped in a bespoke challenge management design. Our advisers act as the CFO controlling the whole family balance sheet, with the consumer at the centre as the CEO.
“Rocco is a fitting case in point of the large calibre of advisers we companion with as component of our escalating countrywide crew.”
In the new function with Fitzpatricks, Mr Costa will work with fellow Brisbane-primarily based specialists, executives and substantial-internet-value persons.
“My priority has always been to make a significant, beneficial change in my clients’ lives though acquiring myself professionally and this aligns with the Fitzpatricks guide adviser model,” Mr Costa claimed.
“I feel very optimistic to consider on this purpose and privileged to construct on the powerful basis and progress prospective in the business.”
Neil is the Deputy Editor of the prosperity titles, such as ifa and InvestorDaily.
Neil is also the host of the ifa display podcast.