Aligned client centric culture and values has led Perth-based Paradigm Financial Consulting (Paradigm) to partner with Fitzpatricks Private Wealth.
Paradigm sees the partnership as a ‘natural fit’ in its commitment to delivering long-term service to its small business and high net worth client base.
Paradigm founder, Daniel Etherington, CFP has worked in the financial services industry for over 32 years and became a Certified Financial Planner in 2001.
“We engage clients who desire ongoing, high quality relationships with us. Whether they are high net worth, small to medium enterprises (SME’s) or successful families, wanting to achieve their goals and dreams,” Mr Etherington said.
Mr Etherington said he was attracted to Fitzpatricks due to its private ownership model, client first culture and strategic advice processes.
“Fitzpatricks fit as part of the family photo from my perspective in terms of what I was looking for in a licensee.” “We share the same philosophy as Fitzpatricks: we each care about the client first and foremost.”
“We chose Fitzpatricks because they are a true business partner, rather than a traditional licensee or dealer group function. We want a partner to keep us more accountable, offer objectivity and allow us to feel part of a team.”
Fitzpatricks Group Managing Director, John McMurdo welcomed Daniel among the latest addition of high quality financial advisers to join Fitzpatricks.
“Paradigm embodies our approach of high quality holistic advice and ongoing commitment to the client’s goals and overall wellbeing.”
“We welcome Daniel and his Perth practice to Fitzpatricks.”
About Daniel Etherington
Daniel Etherington is the founder of Paradigm Financial Consulting, established in April 2004 with the objective of providing “LifeCare” through comprehensive Financial & Lifestyle planning for business owners, professionals & busy families, requiring quality advice and investment solutions.
Paradigm creates and protects a client’s lifestyle position and helps them to achieve personal and financial peace of mind.
Paradigm is transparent about its desire to care and build ongoing relationships with clients. This principle was the foundation for Paradigm’s inception.
Daniel enjoys family time with his wife Lisa and their four daughters, but is also passionate about fitness and goals. He has completed Kokoda, Oxfam 100k Trailwalk, Mandurah Half Ironman, 10 Marathons and just entered the Marathon event in the World Masters Games to be held in November representing his country.
About Fitzpatricks Private Wealth
Fitzpatricks Private Wealth (Fitzpatricks) 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.
