Our Core Values

We’re a values-based company - built on relationships, a passion for our people, and making a real difference in their lives. We value and strive for complete transparency and trust.

1.

We believe in Longevity

We invest in long-term relationships, founded on honesty and trust. We work towards growing with our clients through continuous education and a committed and purposeful team. 

2.

We understand that life is about more than just money

While we know that financial security is essential to living a happy life, we enjoy using our talents and energies to help our clients achieve their dreams and live abundant lives in every respect. 

3.

We Support Passion

We look for people that are passionate about their businesses, families, and futures. And we work hard to help them manage their wealth to achieve their goals. 

Meet Our Team

Featured
Richard Fleuriot
Richard Fleuriot

Managing Director & Wealth Creation - Head of Advice

Richard’s energy and dedication are the driving force behind F&A. With a deep discomfort of the traditional financial planning ‘sales’ industry, he works ardently at bringing world-class financial advice, progressive thinking, and sustainable structures to the F&A offering. His focus? Financial planning strategies that are efficient, risk-hedged and profitable.

Candice Scott
Candice Scott

Implementation Specialist & Office Manager

Candice’s can-do attitude, energy, and commitment to looking after our clients has seen her be promoted to Office Manager. She works closely with all our clients throughout the advice process, making complex work easy to manage. Her key trait of connectedness drives her passion for helping our clients and protecting their needs.

Andrea Fleuriot
Andrea Fleuriot

Marketing Manager

Andrea’s passion lies in the world of design. She’s responsible for setting up our website, monthly mailers, and marketing campaigns - and optimising them to generate conversations with you - our clients and prospects.

PortfolioMetrix
PortfolioMetrix

Our Partner in Investment

Constructing and maintaining investment portfolios requires skill and dedication. As part of our ongoing development, we have made a strategic decision to partner with PortfolioMetrix (PMX) - a specialist investment management firm. Using world class systems, PMX provides exclusive advisory and discretionary portfolio management services to independent financial advisers and private wealth managers, like us. They build and manage customised portfolios for our clients that maximise expected returns while mitigating risk. 

Pat Fleuriot
Pat Fleuriot

Retired Founder of F&A

Pat is a gentleman and a scholar. Following a highly successful 30-year career in the financial services industry, including co-founding F&A as we know it today, Pat officially retired in 2020. Pat can now be found walking or riding his bike with his mates, spending time with family, playing bridge, and helping at the local Rotary.