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Fortnum out-shines self-licensing and peers to reach Zenith

From Fortnum Financial Group Fortnum Private Wealth

Tasmanian financial advisory firm, Zenith Wealth, has joined Fortnum Private Wealth, after an extensive review of Australian Financial Services Licensing options including self-licensing. According to Grant Howe, Zenith Wealth Managing

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27 Jul 2022

Fortnum gears up for growth with key appointments

From Fortnum Financial Group

Australian Financial Services Licensee, Fortnum Private Wealth (FPW) has expanded its practice management team with two additional hires, as the group reaffirms its strategic priorities for 2022. Former AMP Partnership

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26 Nov 2021

Fortnum Executive Chair Ray Miles to retire

From Fortnum Financial Group

Australian Financial Services Licensee, Fortnum Private Wealth has announced that the group’s Founder and Executive Chairman, Ray Miles, will step down from executive duties at the end of the year,

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11 Nov 2021

How to build an advice business of significant capital value

From Fortnum Financial Group

Australian Financial Services Licensee, Fortnum Private Wealth has identified the critical ingredients needed to build an advice business of significant economic value in a new white paper, launched at the

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21 Oct 2021

The advice business of the future: scale, through collectives

From Fortnum Financial Group

Running an advice business will become increasingly challenging in the future, unless they can gain the necessary advantages of scale, while avoiding the issues identified by the Royal Commission into

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10 Oct 2018

Fortnum appoints new Head of Operations

From Fortnum Financial Group

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 –

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01 Nov 2017

Fortnum gears up for growth with new appointments

From Fortnum Financial Group

Fortnum Private Wealth, has recruited former National Manager, Practice Advice at BT Financial Group, Kerry Thomas to the newly created position of Head of Advice, as the licensee continues to

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26 Apr 2017

Former ANZ Managing Director to lead expansion for Fortnum Financial Group

From Fortnum Financial Group

Neil Younger has been appointed Managing Director of Fortnum Financial Group, as the group prepares to embark on a significant expansion program. Mr Younger will work closely with Fortnum Financial

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17 Nov 2016

Former Hillross practice joins Fortnum

From Fortnum Financial Group

Boutique advisory firm Cardena Private Wealth, formerly trading as Arrive Wealth Management Sydney, has joined non-institutionally owned licensee Fortnum Financial Advisers, signalling an exciting new era in the practice’s growth

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07 Nov 2016

Stratus Financial Group wins Fortnum ‘2016 Principal Practice of the Year’ Award

From Fortnum Financial Group

Stratus Financial Group is the winner of the prestigious ‘2016 Principal Practice of the Year’, presented at the Fortnum Financial Advisers Awards held recently. The Fortnum Financial Advisers ‘Principal Practice

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30 Aug 2016

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]