LG
Leonard Gennusa
Owner And Financial Adviser at Fitzpatricks Private Wealth
View Leonard's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Owner And Financial Adviser
Sep 2009 - Present · 15 years and 3 months
AG Private Advisory
Senior Financial Advisor
Jan 2007 - Aug 2009 · 2 years and 7 months
Cantor Wealth Management
Senior Financial Advisor
Aug 2006 - Jan 2007 · 5 months
Company Details
Fitzpatricks Private Wealth is a privately-owned, national advisory firm specialising in wealth preservation, estate planning and investment management for successful Australian’s, both their businesses and families. Our aim is to help you become ‘financially well organised’ by creating and project managing your life plan. We do this with a 10 - 3 - NOW Year Plan that focusses on the life you truly desire to enjoy, the legacy you want to leave and a realistic map to get there. Founded in 1987 by Scott Fitzpatrick and business partner John Woodley, the firm is an early pioneer of client-centric financial advice focused on quality of life as well as quality investments. Over time, other financial planners approached Fitzpatricks, attracted by the integrity of the business model, and we evolved into a national firm with over 100 like-minded and heart-centred financial advisers. To sustain these company values and the quality of our unique service, we accept new advisory partners and investment managers by invitation only. EXPERTISE WHEN YOU NEED IT - Business succession - Cash flow analysis - Debt structuring - Estate planning - Family board guidance - Investment management - Retirement planning - Risk management - Superannuation - Asset protection For inquiries visit www.fitz.com.au Follow us on Twitter @FitzWealth Fitzpatricks Private Wealth Pty Ltd (ABN 33 093 667 595) AFSL No 247429. This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation, and needs.
Year Founded
1987
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
10 Spring St Level 9 Sydney CBD, New South Wales 2000, AU
Keywords
Private Wealth AdviceEstate PlanningFinancial PlanningWealth Protectio
Discover More About Cleveland Clinic

Find verified contacts of Leonard Gennusa in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.