Brand profile · Financial Services

Fitzpatricks Financial Group

Fitzpatricks Financial Group works in Financial Services, out of Sydney CBD, New South Wales. Ownership is privately held; it publishes at fitz.com.au. It holds two addresses on record, all in Australia. The record counts 17 people. The record links nine similar brands, most of them in Financial Services.

Profile live Privately Held Founded 1987 1 office country

Key facts

Counted staff
17
self-reported 11–50 band
Founded
1987
39 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Fitzpatricks Financial Group is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment management.

Advising partners and investment professionals join Fitzpatricks by invitation only and are rigorously tested for the highest ethical, technical and professional standards in wealth management in Australia.

Our clients are typically business owners, business leaders, successful individuals, wealthy families and charitable foundations.

Fitzpatricks has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, impartial advice, and world class portfolio construction services.

The quality of the group’s business model and delivery capability has positioned the group for a continuation of the strong growth that has occurred since early 2012. The firm wishes to add sustainable and valuable growth but remain firmly committed to the quality standards that have earned the group a reputation as one of the leading boutique wealth management groups in Australia today.

Our purpose is To Enrich Lives. The lives of our clients, advisers and staff.

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: AU.1 countryAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1

All codes: AU

Addresses

  • AU215 Adelaide St; Level 18; Brisbane CBD, Queensland 4000
  • AU10 Spring St; Level 9; Sydney CBD, New South Wales 2000Primary

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Spending power

Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Fitzpatricks Financial Group?

The record holds 17 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Fitzpatricks Financial Group have offices?

Two addresses on record, Australia only. Primary: 10 Spring St, Level 9, Sydney CBD, New South Wales 2000.

Has Fitzpatricks Financial Group raised funding?

None linked to this brand.

Which companies are listed alongside Fitzpatricks Financial Group?

12 profiles list Fitzpatricks Financial Group as a peer — 90th percentile in Financial Services. It lists ten peers of its own. Atrium Investment Management and Fitzpatricks Private Wealth WA Pty Ltd list it back.

What is Fitzpatricks Financial Group's website?