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2017-03-16T00:00:00.000Z

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Wrong Peter Connolly?

Mr. Peter J. Connolly III

Senior Financial Planner

Fitzpatricks Dealer Group Pty Ltd

HQ Phone: +61 2 9248 8000

Email: p***@***.au

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Fitzpatricks Dealer Group Pty Ltd

Level 5 4 Martin Place

Sydney, New South Wales 2000

Australia

Company Description

Fitzpatricks Private Wealth is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment management. Our clients are typically business owners, business leaders, s ... more

Find other employees at this company (100)

Background Information

Employment History

Associate

Deloitte LLP

Managing Director

Cobepa S.A

Consultative Board

St. Joseph Elementary School

Lecturer for Graduate Diploma Program

Queensland Feline Association Inc.

Team Summit Partner

Deal Horizon

Principal

Summit Partners Limited

Position, Investment Banking Division

Goldman , Sachs & Co.

Affiliations

Board Member
Solutionreach Inc

Board Member
CareCentrix Inc

Board Observer
ABILITY Network Inc

Board Member
Aurora Diagnostics LLC

Member, Board
Associa Company

Authorised Representative
AMP Financial Planning Pty Limited

Member
Mortgage Assn of Australia

Principal Adviser
Centric Wealth Ltd

Education

Advanced Diploma

Financial Services

B.B.A. , magna cum laude

University

BBA , magna cum laude

University of Notre Dame

M.B.A. , with distinction

Stern School

Web References (36 Total References)


Advisers - Fitzpatricks

www.fitz.com.au [cached]

Peter Connolly

Fitzpatricks Private Wealth Peter grew up in Brisbane, and apart from a few years in Sydney, has lived and raised his family in Brisbane. He began his career in financial services in 1988 and has had long careers with highly respected Australian and global firms. In 2004 Peter moved into Financial Planning after a number of senior management...


Sitemap - Fitzpatricks

www.fitz.com.au [cached]

Peter Connolly


Peter Connolly Find An ...

www.fitz.com.au [cached]

Peter Connolly Find An Adviser

Peter grew up in Brisbane, and apart from a few years in Sydney, has lived and raised his family in Brisbane. He began his career in financial services in 1988 and has had long careers with highly respected Australian and global firms.
In 2004 Peter moved into Financial Planning after a number of senior management roles in technical and strategic advice as well as funds management. After building a Private Client team inside a leading stockbroking firm, he moved to a prestigious wealth management firm for nearly a decade prior to joining Fitzpatricks.
The past 28 years' experience has seen Peter advising individuals, senior executives and businesses owners in investment, superannuation, self-managed superannuation funds, retirement planning, strategic planning, estate planning strategies, insurance, taxation strategies, and business and investment structuring.
Peter's qualifications include Certified Financial Planner, Special SMSF Adviser (SPAA), Bachelor of Commerce, Master of Commerce (majoring in Financial Planning), and Diploma of Financial Planning.
Peter has been recognised nationally through his participation in the 2009, 2010 and 2011 (Australian Financial Review) Smart Investor Masterclass for Financial Planning. This is a list of the Top 50 Certified Financial Planners in Australia according to a technical competence test.
Through his qualifications and years of experience Peter is well equipped to provide comprehensive advice and service to clients.
...
Peter Connolly
peter.connolly@fitz.com.au
Request a meeting


Board of directors | Cobepa

www.cobepa.com [cached]

Peter Connolly Managing Director Cobepa North America

...
Peter holds an MBA from the Stern School of Business at NYU and a BBA from the University of Notre Dame. He started his career at Deloitte and later worked for Goldman, Sachs & Co. in New York in the investment banking division. Most recently, he worked for Summit Partners in Boston since 2004 leading growth equity and growth buyout investments as co-head of the healthcare team. Peter joined Cobepa in 2015 to lead our investment activities in North America.
Peter is currently a director of CareCentrix and SolutionReach and was a past director of MedSpring Urgent Care, Associations, Bartlett Holdings, ABILITY Network and Aurora Diagnostics.


Patient Care to the Home - CareCentrix

www.carecentrix.com [cached]

Peter J. Connolly Director

...
Peter J. Connolly is a principal with Summit Partners, a growth equity firm that invests in rapidly growing companies across many industry sectors. He joined Summit Partners in 2004 and is based in the firm's Boston office.
Peter is active in the firm's investment activities in North America, and focuses primarily on the healthcare and life sciences sector. In addition to CareCentrix, Peter's directorships and investments include Associa, Aurora Diagnostics and Bartlett Holdings.
Prior to joining Summit, Peter worked for Goldman, Sachs & Co. and Deloitte. He holds a BBA, magna cum laude, from the University of Notre Dame and an MBA, with distinction, from New York University's Stern School of Business. Chris Doerr just recently retired as Blue Cross and Blue Shield of Florida's executive vice president and chief financial officer. He was also a member of the Company's executive management team.

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