Fitzpatricks Private Wealth CEO John Woodley today welcomed another senior financial planning professional, Mr David Barber, CFP to the Fitzpatricks fold.
Mr Barber’s presence helps to create a coast-to-coast network of excellence in financial planning in Australia, as Fitzpatricks continues to attract high quality professional advisers under its Australian Financial Services License (AFSL).
“We are delighted to welcome David who is a long-serving and prominent financial planning professional based in Perth, WA. He is the principal and founding partner of Pario Financial Management,” Mr Woodley said.
“David joins a distinguished list of recent arrivals under the Fitzpatricks banner of high quality, privately owned financial advisory services in Australia. He joins an existing group of equally passionate Fitzpatricks financial planners making a positive difference for clients around the country.”
Mr Barber said he was happy to forge new territory for the Fitzpatricks brand in Western Australia, and said his search for a new licensee was rigorous and specific.
“It has become increasingly apparent that quality advisers are voting with their feet to find not only the best AFSL support but also a genuine alignment around client centric financial advice.”
“I anticipate a strong future for high quality professional advice centred on client best interest, and we are excited about the next phase for our business in partnership with Fitzpatricks,” he said.
About David Barber
David has worked as a financial adviser since 1998, and founded his practice, Pario Financial Management in 2007. He is passionate about providing strategic financial advice that enables ‘his clients’ to develop long term wealth, whilst meeting their short and medium term needs.
David thoroughly enjoys the challenge of working with professionals, executives and small business owners that have complex financial affairs that require his advice and need to become financially well organised.
He is a council member of Collaborative Professionals WA, an organisation that assists couple in matrimonial separation.
About Fitzpatricks Private Wealth
Fitzpatricks Private Wealth is a privately owned national advisory and wealth management firm. Clients are typically business owners, business leaders, successful individuals, wealthy families and charitable foundations.
The Group maintains a rigorous approach to its selection criteria for financial advisers. Advising partners are strenuously tested for the highest ethical, technical and professional standards in wealth management in Australia.
Fitzpatricks has earned an enviable reputation for its commitment to clients based on the core principles of genuine client advocacy, best interest advice, and strong portfolio construction outcomes.
Source: Fitzpatricks
