Sma Sun

Australian Financial Services Licensee, Fortnum Private Wealth (Fortnum) has appointed former Insignia Financial Advice Delivery Senior Consultant, Samantha Sun, to the role of Practice Engagement and Growth Manager, as the group ramps up its focus on Victoria, South Australia and Tasmania.

Based in Melbourne, Ms Sun will provide business strategy and coaching support to Fortnum’s existing member firms and seek to recruit high quality businesses, across those three states. She will report to Fortnum’s Head of Practice Engagement and Growth, Jason Gapps.

Ms Sun’s appointment follows the recent launch of Fortnum’s Business Optimisation Service (BOS), which aims to help advisers materially improve the quality, profitability and capital value of their businesses.

Mr Gapps said Ms Sun’s skills and experience strengthened Fortnum’s ability to serve and attract advice businesses in South Eastern Australia.

“Fortnum’s footprint is largest in New South Wales and Queensland but we want to increase our presence and capacity in all states,” he said.

“Around the country there are high quality businesses that we want to partner with. Our BOS program is a unique part of Fortnum’s service offer and Sam’s appointment further strengthens our ability to continue supporting advice businesses.”

Ms Sun said joining Fortnum presented a unique opportunity to utilise all her skills and experience, leaving nothing on the table.

“In my 24 years in this industry, I’ve held various roles in paraplanning, compliance, training and project management but the majority of my time has been practice management roles, and that’s the space that excites me the most,” she said. “I am passionate about supporting financial advisers to build strong businesses and achieve their objectives. There’s no better place to do that than Fortnum, which has a reputation for being a great place to work and a leader in financial advice.”

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