Former Dealer Group Operations Manager at ClearView Jenny Psathas has joined Fortnum Private Wealth as Head of Operations as the group continues to grow through practice recruitment.
Ms Psathas – who has over 15 years’ industry experience including project and change manager roles – will join Fortnum’s leadership team, reporting directly to Neil Younger, Managing Director of Fortnum.
Ms Psathas joins Fortnum from ClearView Wealth Limited where she was responsible for the day-to-day operations of the group’s aligned dealer groups Matrix Planning Solutions and ClearView Financial Advice.
She also previously held operational roles at BW Financial Advice and Commonwealth Bank.
Mr Younger said the appointment of Ms Psathas further strengthened Fortnum’s team.
“Jenny brings with her extensive financial services and operations experience and we are excited to have her on board,” he said.
“As a licensee we are continuously looking for ways to be more efficient and improve the services we deliver to advisers, and Jenny is ideally placed to help drive the growth and success of Fortnum.”
