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SMSF firm acquires financial planning practice

SMSF firm acquires financial planning practice

Merge
Reporter
07 September 2016

An accounting and SMSF services provider has acquired a Melbourne-based financial advice firm.

SMSF services provider Fitzpatricks Group has acquired financial advice firm Retirement Victoria, after receiving funding from private equity investors Quadrant and Yorkway Capital Partners.

The group confirmed that Retirement Victoria would retain its name, licensing arrangements and its team servicing existing clients.

Retirement Victoria managing director Hugh Dickson plans to retire but will stay on with the business for a few months to assist with the transition.

Fitzpatricks group managing director John McMurdo said he was delighted that Retirement Victoria had joined the group.

“Retirement Victoria now in its 16th year of operation delivers a strongly client-centric, lifestyle-based approach to financial planning, highly consistent with the approach and philosophy practised by the Fitzpatricks group for many years,’ said Mr McMurdo.

SMSF firm acquires financial planning practice
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