Marcel Parrett, CFP®

Name Marcel Parrett CFP®
Company Fitzpatricks Private Wealth Pty Ltd
Address Level 9, 10 Spring Street
Sydney, NSW 2000
Phone 02 80901010

Our approach is to help our client's "Live life on purpose" by helping families become financially well organised and plan for their future. We do this by:

1. Collaborating with other professional to:
 Preserve and grow your wealth
 Superannuation and retirement planning
 Protecting your family through structuring & insurance.
 Cashflow & Balance sheet management
 Financially well organised
 Estate planning

2. Experience
 26 years as financial adviser:
 13 years with major banks private advisory division as senior financial adviser
 Last 13 years as owner & senior financial adviser for Fitzpatricks Sydney Pty Ltd.

3. Qualifications:
 Certified Financial Advisor (since Oct 2000)
 Diploma of Financial Planning (Sept 2000)
 Diploma in Farm Business Management – Honours (Nov 1990)
 Both achieved through Deakin university

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