Jack FitzPatrick is a business graduate of UCD, a past Gold Medal Winner in the QFA Examination, a Fellow of the Life Insurance Association (LIA) and, was for many years, one of a small group of Irish-qualifying members of the Million Dollar Round Table(MDRT), a worldwide association of financial planners dedicated to serving their clients with exemplary performance and the highest standards of ethics, knowledge, service and productivity. MDRT holds an annual convention each year in North America which Jack has attended on several occasions to keep fully up to speed on what developments are taking place globally in the financial planning profession. He has also participated in several life and business coaching programmes including an intensive two-year lifestyle planning programme in London for financial and small business entrepreneurs run by the world-renowned Strategic Coach organisation.
Jack served as Chairman of the Professional Insurance Brokers Association (PIBA) from 2007-2009 – the period of the global and local financial meltdown. He has also served on the Editorial Board of the LIA Professional Journal from 2005 – 2010.
He has obtained professional diplomas in areas as diverse as Psychotherapy and Financial Trading and has studied extensively on the roles that fear and guilt play in people’s desire to achieve both personal and financial success.
Jack transferred the GFA Client Bank, built up over a period of twenty years, to Moneywise Financial Planning Limited, a similar long-established progressive financial planning firm in late 2012. He now focusses his energies, expertise and experience on working in a holistic way with a select number of new clients who aspire to achieve financial freedom and enjoy a lifestyle they envision for themselves and their loved ones.
