Fitzpatricks Private Wealth WA Pty Ltd

What Fitzpatricks Private Wealth WA Pty Ltd does

Fitzpatricks Private Wealth WA Pty Ltd operates the Fitzpatricks Advice Partners brand, an Australian financial advisory firm providing comprehensive wealth management and financial planning services to individuals, families, business owners, and select non-profit organisations. Founded in 1987 and domiciled in Perth, Western Australia, the firm operates as a national network of 18 offices staffed by 35 advisers who collectively serve more than 2,200 family groups. Service delivery is relationship-led, with each client assigned a dedicated adviser acting as facilitator, confidante, and long-term strategic planner across multi-generational wealth building, investment structuring, business succession, retirement planning, and wealth protection. The firm is regulated under Australian Financial Services Licence No. 247 429 (held by the parent Fitzpatricks Private Wealth Pty Ltd, ABN 33 093 667 595) and is structured around Corporate Authorised Representative entities in which advisers hold principal-partner ownership stakes.

The business model is professional-services based, with fee-based advisory revenue generated per engagement rather than disclosed product-level pricing; pricing is not publicly disclosed and is typically scoped to client complexity. Distribution is hybrid: face-to-face advisory through the 18-office national network is the primary channel, complemented by a Client Portal for existing clients and a Find-an-Adviser funnel supported by LinkedIn thought leadership and a news-and-insights content programme. Customer acquisition relies on referrals from existing clients and professional networks, with testimonials emphasising long-tenure relationships, holistic life advice beyond investment returns, and conduct through difficult personal or market periods. No underlying proprietary technology platform, AI/ML capabilities, APIs, or distinct product modules are disclosed; the offering is a single unified advisory service delivered through human advisers rather than a technology-enabled platform architecture.

Name

Fitzpatricks Private Wealth WA Pty Ltd

Legal name

Fitzpatricks Private Wealth Pty Ltd

Website

https://fitzwa.com.au

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

Fitzpatricks Private Wealth WA Pty Ltd operates the Fitzpatricks Advice Partners brand, an Australian licensed financial advisory firm. Through a national network of 35 advisers across 18 offices, it provides fee-based wealth management and multi-generational financial planning to 2,200+ family groups, business owners, and high-income professionals.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Family Business & Succession Advisory (FSAAADAL), Personal & Family Trust Services (FSAAANAA)

Keywords

• Financial advisory services
• Wealth management
• Financial planning advice
• Investment advisory services
• Retirement planning

Headquarters

HQ city

Not specified

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based financial advisory and wealth management services providing comprehensive financial planning, investment advice, and wealth protection strategies to individual clients and families.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Fitzpatricks Advice Partners delivers fee-based comprehensive financial advisory and wealth management services to Australian families, business owners, high-income professionals, and not-for-profit organisations. Services include holistic financial planning, investment advice, wealth protection, retirement planning, business succession and exit planning, and charitable giving strategies, delivered through 35 advisers across 18 national offices supported by a client portal.

Product overview

Fitzpatricks Advice Partners operates as a single unified advisory service rather than a platform-plus-modules architecture. The firm provides comprehensive financial advisory and wealth management services through a national network of 35 advisers across 18 offices, serving over 2,200 family groups. Services encompass financial planning, investment strategy, retirement planning, and holistic life advice, delivered through collaborative adviser relationships rather than distinct product modules.

Differentiator

Problem solved

Functional benefit

Products and services

• Fitzpatricks Advice Partners Financial Advisory Service Comprehensive, fee-based financial advisory and wealth management service delivered through a national network of 35 advisers across 18 Australian offices, providing holistic financial planning, investment advice, wealth protection, retirement planning, business succession and exit planning, and charitable giving strategies to family leaders, business owners, high-income professionals, and not-for-profit organisations.

Quantifiable outcome

• 2,200+ family groups served

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Ord Minnett: Privately held Australian wealth advisory and stockbroking firm providing holistic financial planning, portfolio advice, and wealth management to HNW individuals, families, and retirees. Closely matches Fitzpatricks on private ownership, integrated advice model, and HNW/family client focus.
• Shadforth Financial Group: Australian premium HNW financial advisory firm (now part of Insignia Financial) that provides holistic, fee-for-service advice to affluent families and individuals. Directly comparable to Fitzpatricks on persona focus, integrated financial planning model, and multi-generational wealth positioning.
• Morgans Financial: ASX-listed Australian full-service stockbroker and wealth manager offering financial planning, portfolio management, and corporate advice to retail and HNW clients. Comparable to Fitzpatricks in delivering personalised advice through a national adviser network with similar mid-market HNW positioning.
• Bell Potter: Australian full-service stockbroker and wealth advisory firm with national office network offering financial planning and investment advice to HNW retail clients. Directly comparable on office-network distribution, holistic advice, and HNW persona targeting.
• Shaw and Partners: Australian wealth management and advisory firm offering financial planning, investment advice, and superannuation services. Comparable in business model (advice-led, fee-based) and client segments (HNW families, business owners), though with stronger institutional/capital-markets exposure.
• Count Limited: ASX-listed Australian financial advice network providing licensee and support services to financial advisers and accounting firms. Comparable to Fitzpatricks in operating an advice network model serving small-business owners and affluent households across Australia.

Broad incumbents

• Insignia Financial: Large ASX-listed Australian wealth manager (formerly IOOF) controlling advice brands including Shadforth, IOOF, and Bridges. Overlaps with Fitzpatricks on holistic advice and HNW family focus but operates at significantly greater scale across platforms, super, and advice.
• Macquarie Private Wealth: Wealth management division of Macquarie Group offering private banking, financial planning, and investment services to HNW Australians. Competes with Fitzpatricks for HNW clients but offers a much broader product shelf, balance-sheet lending, and institutional capabilities.
• AMP Wealth Management: One of Australia's largest wealth management groups offering financial advice, platforms, and superannuation products. Operates broadly in the same advice space as Fitzpatricks but at materially larger scale, with technology platforms and product breadth that smaller advisors must compete against.

Emerging players

• Sargon Capital: Australian holding company investing in and operating financial advisory and accounting businesses. Comparable to the broader Fitzpatricks network model in supporting affiliated advice firms and provides a potential strategic / PE-backed comparator for partnership or acquisition conversations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/fitzpatricks-private-wealth-wa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fitzpatricks Private Wealth WA Pty Ltd