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Wrong Peter Connolly?

Peter J. Connolly

Senior Financial Planner

Fitzpatricks Private Wealth Pty Ltd

HQ Phone:  +61 2 9248 8000

Email: p***@***.au

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Fitzpatricks Private Wealth 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, succes...more

Background Information

Employment History

Managing Director

Cobepa S.A


Territory Sales Manager and An Independent Insurance Agency Manager

INSURANCE & FINANCIAL SERVICES PROFESSIONAL


Principal

Summit Partners Limited


Position, Investment Banking Division

Goldman , Sachs & Co.


Affiliations

Solutionreach Inc

Board Member


CareCentrix Inc

Board Member


Le Pain Quotidien

Board Member


Mortgage Assn of Australia

Member


Centric Wealth Ltd

Principal Adviser


Aurora Diagnostics LLC

Board Member


Associa Company

Member, Board


ABILITY Network Inc

Board Observer


AMP Financial Planning Pty Limited

Authorised Representative


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(44 Total References)


Sitemap - Fitzpatricks

www.fitz.com.au [cached]

Peter Connolly


Peter Connolly - Fitzpatricks

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


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


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.


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