John Carroll
Practice Manager
B.IT – PG Cert FP
John is a Mackay local whose first introduction to management and business was in several Mackay hotels. He then spent over 12 years working in the family business, John Carroll Retravision before leaving to pursue an interest in finance.
John joined the FitzWealth Team in 2008. His first role was to establish and grow FitzWealth’s Financial Planning arm and on achieving that goal moved on to be responsible for the overall management and forward planning within the firm. John has successfully acquired and integrated 6 businesses between Mackay and Brisbane on FitzWealth’s behalf. He made each of these acquisitions a success through careful planning followed by aggressive action.
John stepped aside as director and owner of FitzWealth in 2023 but continues in his role as practice manager. He is a strong believer in creating processes and reporting within a business to enable the management and staff to work and communicate more efficiently and therefore more profitably.
John has a Bachelor of Information Technology, a Post Graduate Cert in Financial Planning and a Post Graduate Cert in Counselling. He is happily settled in Mackay where he lives with his wife Veronica and their four children.
Sarah Jacobs
Paraplanner
DIP FP
Sarah graduated from high school in 2015 and went on to complete a Business Traineeship through the Mackay Regional Council. Sarah joined FitzWealth as a Financial Planning Assistant at the start of 2017 and has since undertaken further study with FitzWealth and now holds a Diploma of Financial Planning.
Sarah is currently working in the specialised role as a Paraplanner, where she ensures that the advice provided by our Financial Planners is documented and delivered to our clients in a clear and understandable manner. She also oversees the implementation of the advice and client communication. Sarah has gained experience and understanding of both the Financial Planning Industry and FitzWealth’s valued clients.
Sarah enjoys the forever changing dynamics of the Financial World and continuously learning, she also loves the organised and fast paced environment that FitzWealth has to offer.
In her spare time Sarah enjoys spending time with family/friends and her furphew (fur-nephew, Dozer), appreciating film, and supporting the local hospitality industry.
Ashleigh Morris
Paraplanner
DIP FP, Cert IV Bus Admin
Ashleigh has worked in the financial planning industry alongside our senior planner and partner Derek Fitzgerald, since 2006.
Ashleigh holds a Certificate 4 in Business Administration and a Diploma in Financial Planning and is well versed in the administrative complexities of the Financial Advisory world.
Ashleigh’s role as Paraplanner is to document advice in simple, compliant and understandable terms for our advisers and their clients.
She also implements the advice and assisting clients in their day to day interactions with the business. Ashleigh lives in Mackay with her husband Todd and two children.
Ashleigh enjoys the challenging fast paced environment of FitzWealth and when you visit our office, either as a new or existing client Ashleigh will be one of the first people you meet.
Tani Patterson
Executive Assistant Financial Planning
Adv Dip FP
Tani has always had an interest in Finance and a passion for helping people. She is an important member of the Financial Planning Team, using her strong administration and people skills to get the best results for FitzWealth’s clients.
To aid in her duties, she has a Certificate III in Business Administration and over 7 years real-world admin experience. Tani is currently completing an Advanced Diploma in Paraplanning to further her knowledge of the industry.
Having recently returned to Mackay after 5 years in Brisbane, Tani spends her time home renovating and enjoys the outdoors and camping with her young family.