Michael Fitzpatrick

Estate and Family Succession Planning Lawyer, Chartered Tax Advisor, Notary Public. One of Australia’s leading Estate Planning Lawyers, Michael Fitzpatrick established his own estate planning firm in 2001 which merged with Price Waterhouse Coopers in 2008. Michael led the Estate Planning Team at PwC Australia until his retirement from partnership in 2014.

During his time at PwC, he led a team of specialists to provide sophisticated Estate Planning and Succession Planning services to clients throughout Australia. Since his retirement as a partner of PwC in 2014, Michael has returned to private practice.

Professional Background

As a lawyer, Michael has over 40 years of involvement in many facets of the law. He is a member of numerous professional associations and participates widely in presenting lectures and papers to professional groups on Estate and Succession Planning, Self-Managed Super Funds, Asset Protection and Tax Structuring.

Michael’s more than 40 years of legal practice (which includes 20 years of involvement in financial advisory services) have provided him with broad financial and estate planning experience.

He practices extensively in the areas of estate planning, inter-generational wealth transfer testamentary trusts, Wills, advice on the use of appropriate tax structures for asset protection and business ventures and self-managed super funds where the combination of his legal training and wide commercial and financial experience has seen him develop advanced levels of practitioner skills.

Formal Qualifications

  • 1976 – Diploma in Law (SAB) – Admitted as a solicitor in NSW
  • 1990 – Diploma in Financial Planning
  • 1996 – Awarded designation of Certified Financial Planner
  • 2009 – Appointed by NSW Supreme Court as a Notary Public
  • 2014 – Awarded designation TEP – full member of Society of Estate & Trust Practitioners (STEP)

Professional Memberships

  • Member – Law Society of NSW
  • Fellow – Taxation Institute of Australia
  • Full Member – Society of Trust and Estate Practitioners

Contact Us On

  • 02 8379 1816

  • info@fitzpatricklaw.com.au

  • Level 13, 111 Elizabeth Street, Sydney NSW 2000

  • Monday – Friday 8:30 am – 5:30 pm

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