Former MLC Financial Planning Head to lead Fitzpatricks Private Wealth

Matt Fogarty
MATTHEW FOGARTY
Fitzpatricks Private Wealth Pty Ltd - CEO - Fitzpatricks Private Wealth
DEPARTURE
National Australia Bank Limited
NATIONAL AUSTRALIA BANK LIMITED
Date: June 2018
Position: General Manager - Garvan & MLC Financial Planning
APPOINTMENT
FITZPATRICKS PRIVATE WEALTH PTY LTD
Date: June 2018
Position: CEO - Fitzpatricks Private Wealth

Fitzpatricks Group has announced the appointment of Matthew Fogarty as chief executive officer of Fitzpatricks Private Wealth.

Fogarty joins from MLC where he has held the position of general manager of Garvan and MLC Financial Planning since August 2015. Prior to this, he was head of financial planning at Genesys and IPAC Equity Partners.

Fitzpatricks Group CEO, John McMurdo, said of the appointment: "I am delighted that Matthew will be joining our Group to lead Fitzpatricks Private Wealth. Matthew's extensive industry experience and passion for advice will support our firm as we continue to grow."

According to the group, Fogarty's appointment will allow former chief executive, John Woodley, to take on the role of executive director, overseeing the group's advice offering, with a strategic focus on mentoring and coaching advisers. Woodley has been a director of Fitzpatricks Group since 2000 and chief executive of Fitzpatricks Private Wealth since 2008.

McMurdo said that Woodley's new role will also allow Fitzpatricks to "further innovate as a wealth management firm".

He added: "Our advisers highly value the strategic coaching and mentoring provided by John Woodley. To meet this demand, John will now focus on how we help advisers build great client outcomes for their clients."

Fogarty's appointment follows the recent appointments of Marnie Page, as head of adviser experience, Amanda Wilson, as head of advice and licensee compliance, and Colin Lewis, as head of technical services.