Our advice helps our clients protect their most important assets
We are a financial services business, specialising in life and disability insurances for individuals, families and business owners. As a division of Fitzpatrick and Co. Insurance Brokers, we have the systems and support of a large broker, paired with the personal approach of a boutique firm.
Our four advisers have over 50 years combined experience in financial services and work alongside support staff to ensure every client is properly looked after. Two of our advisers are also qualified Financial Planners who can provide advice in the areas of superannuation, investments, and retirement planning.
Integrity, sincerity and care are the cornerstone of our business and are incorporated into every element of our operations.
Whether it's income protection or life and total and permanent disability insurances, we will work closely with you and our insurance partnersto ensure you receive the best advice for your situation.
We can facilitate extensive key person insurances and business succession planning processes to ensure your business assets and interests remain protected.
Our team can assist with advice on Life, Total & Permanent Disability, Trauma/Critical Illness and Income Protection insurance policies. We will tailor these to protect your business, family or yourself, working through the range of different policies from our insurance partners to find the one best suited to your conditions. Clear communication is paramount, so we always make sure our suggestions come in easy to understand terms.
Policy ownership structures are very important to maximise tax deductibility, avoid any unnecessary tax consequences upon claim payment and to ensure that in the event of a claim, the right money goes to the right people at the right time. Should you need to make a claim, we can manage the entire process, so you don’t have to deal directly with the insurer.
Experience: Luke has been advising clients since 2006. Starting out in client services, he progressed quickly into paraplanning and eventually advising clients in the area of life and disability insurance advice. In 2009, he co-founded Fitzpatrick Financial Services and has since grown the business to a team of nine staff who service over 1500 clients.
Qualifications: Luke is a Certified Financial Planner® and has a Bachelor of Commerce (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).
Role: Luke is the Managing Director of the business and provides life and disability insurance advice to business owners, professionals, young families and sole traders. He also provides financial planning advice to select clients on a fee for service basis.
Experience: Tanuja has over 20 years experience in the financial services industry, providing strategic advice in personal insurance, business insurance, superannuation and financial planning. Tanuja joined the Fitzpatrick Financial Services team in 2016 and has made a huge difference in the way our clients are looked after each year.
Qualifications: Tanuja holds a Bachelor of Business (Accounting & Finance) and an Advanced Diploma of Financial Services (Financial Planning).
Role: Tanuja is a partner in the business and provides life and disability insurance advice to families, business owners, professionals and sole traders. She is an expert in all areas of life insurance, superannuation, group insurance and investments. Tanuja also provides financial planning advice to select clients on a fee for service basis.
Experience: Ben has over 25 years experience as a life and disability insurance adviser. He was trained by one of the best life insurance advisers in the business (his father) and has had experience advising all types of clients. Ben joined Fitzpatrick Financial Services as a contractor in 2014 and has since become an integral part of the team.
Qualifications: Ben has a Diploma of Financial Services.
Role: Ben is a partner in the business and is a specialist life risk adviser. He provides life and disability insurance advice to families, sole traders and business owners, and is an expert in income protection, trauma, life and total & permanent disability insurance.
Experience: Arthur is a Financial Adviser with over 10 years' experience in wealth management and financial planning. Arthur is passionate about helping clients from all walks of life by providing holistic advice solutions in personal risk protection, investments, superannuation and retirement planning.
Qualifications: Arthur is a Certified Financial Planner (CFP®) and holds a Bachelor of Commerce, majoring in Accounting and Finance from Monash University.
Role: Arthur provides comprehensive financial planning advice to both existing and new clients. Arthur also reviews our client's personal insurance portfolios with respect to their changing circumstances and objectives as well as product developments.