The Financial Planning Association of Australia The Financial Planning Association of Australia

Heather Boughton, CFP®

Name Heather Boughton CFP®
Company Fitzpatricks Private Wealth
Address Level 2, 420 Collins Street
Melbourne, VIC 3000
Phone 03 8687 2117
Mobile 0409 056 446

I have over 27 years’ experience in the financial services industry. I am a mentor and adviser to a broad range of clients, building long term personal relationships with them and helping them achieve their goals.

I provide guidance in all aspects of investment, tax and financial planning. I enjoy providing clients with peace of mind and comfort knowing their affairs are in safe hands.
I approach financial planning as a lifelong journey, and like to project manage a client’s entire position.

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