Advice Workshop – Insurance

Scott Fitzpatrick CFP

Scott founded the Fitzpatricks Group in 1987. Fitzpatricks Private Wealth has 20 offices throughout Australia. Scott is regarded as one of the change agents who introduced genuine professional, fee for service advice.

Fitzpatrick’s clients include many successful Australians and their families and their heritage includes pioneering client-centred financial advice, and providing a fee-based approach for planning, guiding and project managing the affairs of clients.  Clients express this in different ways: feeling ‘sorted’, gaining ‘peace of mind’ or simply being in control. Fitzpatricks call it the power of a ‘life lived on purpose’. Removing obstacles, achieving goals, planning for the best and accounting for life’s unexpected challenges and opportunities.

As well as a highly sought-after adviser to high net worth individuals and families, Scott is in high demand with other professional advisers and firms to train them in advice and client management.  Scott is married with 4 children. He loves foil boarding and the whole family travels around the world with their involvement in hockey.