Since 1997, I have been helping successful individuals and their families get financially organised. Combining practical experience and formal qualifications with tailored financial advice, clients are empowered to make informed decisions and take appropriate action to create the life they truly want. I am actively involved on a range of community and corporate boards, most recently as a Director of the Self Managed Superannuation Professionals Association (SPAA). I have a range of industry qualifications including Certified Financial Planner (CFP) and Specialist SMSF Advisor (SPAA).
Professional, responsive adviser
Warrick operates to a very high standard in that he is very thorough in making sure all my current and future financial affairs are in order. He also provides a service that i believe to be rare in the industry whereby he includes where i am now and where i want to be in the future in all areas of my life including but not limited to what holidays i plan to take and where i will be living.
I have been using Warrick's services for over 5 years and value the peace of mind he provides our family. His knowledge about Self Managed Superannuation Funds has been very helpful, investment approach rewarding and explanation of complex areas easy to understand.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 1999
- Years of experience 23
- Certified Financial Planner (CFP)
Fitzpatricks Private WealthLevel 23, 215 Adelaide St
Brisbane City, QLD 4000
Fitzpatricks Private Wealth