Western Australia-based Pario Financial Management has moved away from Suncorp's Guardian Financial Planning licensee to join non-aligned dealer group Fitzpatricks Private Wealth.
The move follows several other financial advice practices and planners joining the non-aligned licensee.
Pario Financial Management founder David Barber will "forge new territory" for the dealer group in Western Australia, a statement from Fitzpatricks said.
"We are delighted to welcome David who is a long-serving and prominent financial planning professional based in Perth," Fitzpatricks chief executive John Woodley said.
"David joins a distinguished list of recent arrivals under the Fitzpatricks banner of high quality, privately-owned financial advisory services in Australia.
"He joins an existing group of equally passionate Fitzpatricks financial planners making a positive difference for clients around the country," he said.
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin