Adelaide-based Shane Case, CFP® has become the latest accomplished financial adviser to join Fitzpatricks Private Wealth’s growing national network.
His arrival to the group signals the formation of Fitzpatricks Private Wealth South Australia, and bolsters recent high profile adviser arrivals from Tasmania, WA, the ACT, Queensland and NSW.
“We are delighted to see the Fitzpatricks strategy of expansion through selective partnership with high-quality advisers has given us a wider footprint beyond our traditional eastern seaboard base,” said Fitzpatricks Group Managing Director, John McMurdo.
“Shane Case is an experienced, client-centric advice professional and we welcome him to the firm. Shane will operate his practice under the Fitzpatricks brand from Adelaide, servicing clients in that city and also from the agriculture and fisheries hub of Port Lincoln, on the Eyre Peninsula.
“This is an exciting time for the firm as we look to further increase the support and service capability to our adviser network around the nation,” he said.
Shane Case says he has held diverse roles across his two decades in the financial advice sector, and the opportunity to return to guiding clients backed by a non-aligned licensee with scale and resources was attractive.
“I derive great satisfaction from the client relationship aspect of being a financial planner – helping to guide a client from where he or she is today to where they plan to be tomorrow.
“So, the opportunity to work with a philosophically aligned licensee with practical business and administrative scale like Fitzpatricks stood out to me when I began the process of creating a new professional services offering here in Adelaide.”
Mr McMurdo welcomed Shane and said his experience and standing within his professional community was a strong fit for the Fitzpatricks Group.
About Shane Case
Shane Case has owned and run his own Financial Planning businesses for 20 years. He has been in the financial services industry since 1991, providing advice across a spectrum of Asset Protection, Estate Planning, Superannuation and Wealth Creation.
Shane is passionate about creating lasting solutions that enable clients to get from where they are today to where they want to be in the future.
Outside of work, Shane enjoys travelling with friends and family. Shane supports cancer-related charities by participating in long-distance cycling events on behalf of the Childhood Cancer Association and the Starlight Foundation.
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.
The Group has offices in Sydney, Melbourne, Brisbane, Perth, Adelaide, Canberra and Hobart and across Australia.
