Fitzpatricks expands headcount with senior adviser

Lisa Steel has joined Fitzpatricks Private Wealth as a senior financial adviser.

The certified financial planner and business owner has been running her own business since 2008, and previously has experience in planning and advice at Potts & Schnelle Financial Planning and Marsden & McDonald Financial Services.

One of 27 female advice professionals at Fitzpatricks, Lisa's joining raises Fitzpatricks' total number of female principals to over 20%.

"Fitzpatricks' cultural values are also strongly aligned with my own. The Group provides a high-level of support and mentoring to women by actively encouraging the growth of female professionals within the Group and beyond," said Steel.

"I feel this is necessary to remove the existing misconception that financial planning is only about numbers. I believe it's also very much about people and relationships. Women are great in all these areas and together can meet a broader section of the needs of families through increasing our own diversity," Steel added.

Fitzpatricks Private Wealth CEO, Matt Fogarty, said: "Lisa strongly embodies the Fitzpatricks core values and vision. Her commitment to enrich the lives of clients through the achievement of their financial goals and her determination in developing a long-term partnership with clients reflects this well.

"Lisa also shares our focus on ensuring advice fulfils its proper and needed role within the Australian community. We are delighted Lisa has joined Fitzpatricks as a valued adviser in the community and we look forward to her playing an active role in encouraging more women into great roles within our profession," he said.