Meet our Founder
Derek Fitzgerald
Senior Financial Planner
CFP – Director
BPSYCH, PGRAD DIP PFP
Derek has extensive experience in the Financial Planning Industry and has been providing financial advice to a broad range of clients since 2003. He has completed a Bachelor of Psychology, two Post Graduate Diplomas in Financial Planning and is a Certified Financial Planner. He is also an accredited Life Risk Specialist through the Financial Planning Association and a Commissioner for Declarations.
Derek is the chair of our internal investment committee and runs the FitzWealth Managed Accounts portfolio for our business. Together with servicing the Mackay office, he is responsible for looking after clients that are located throughout Queensland, New South Wales and Tasmania.
On his time off, he enjoys spending time with his partner Karly and their extended family. He is also involved in Magpies Cricket and has been a committee member, sponsor, and very average player for over 10 years.
Leesa Graham
Senior Financial Planner
CFP, CPA
PG DIP FP, BBUS (ACCOUNTING), SSA
Leesa is a long term Mackay resident, growing up part of a local cane farming family. After completing her Accounting degree Leesa spent several years working in Public Practice before moving into the corporate accounting world with Mackay Sugar where she spent 6 years.
After a break to focus on her children and family she began her Financial Planning Studies in 2006 and re-joined the workforce as a financial planner in 2008. Since gaining her Post Graduate Diploma in Personal Financial Planning, Leesa has continued her studies to achieve the FPA’s Certified Financial Planner and SMSF Associations SMSF Specialist Adviser qualifications.
Leesa enjoys the satisfaction that comes from helping clients as they strive to achieve their life goals. She and her husband Sean enjoy traveling and spending time with their three children.
Our Team