The advice business of the future: scale, through collectives

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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 Misconduct in the Banking, Superannuation and Financial Services Industry, according to a new whitepaper from Fortnum Private Wealth. According to the Fortnum whitepaper, The Advice […]

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Fortnum appoints new Head of Operations

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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 […]

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Fortnum gears up for growth with new appointments

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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 strengthen its professional advice framework. Ms Thomas, who has over 15 years of financial services experience, will report to Joel Taylor, Managing Director of Fortnum […]

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Former ANZ Managing Director to lead expansion for Fortnum Financial Group

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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 Advisers managing director Joel Taylor, Innova Asset Management managing director Dan Miles and group chairman Ray Miles. “Neil is a well-regarded, experienced wealth management executive […]

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Former Hillross practice joins Fortnum

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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 and direction. Prior to joining Fortnum, the team at Cardena Private Wealth had been authorised by AMP’s Hillross dealer group for 14 years. Director of […]

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

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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 of the Year’ Award recognises the Fortnum practice that demonstrates the highest level of financial performance, offers the best client value proposition, makes an outstanding […]

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Fortnum/FPSA wraps up stellar financial year with five new practices

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Independently-owned dealer group Fortnum Financial Advisers has expanded its footprint in Melbourne, Adelaide and Sydney with the addition of five quality practices joining the group’s boutique offering, FPSA Group Pty Ltd (FPSA). LifeGuard Financial Services, APS Financial Planning and Mornington Financial Services in Melbourne, Redthorn Private Wealth in Adelaide, and The Money Barre in Sydney have all joined Fortnum/FPSA […]

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Fortnum e-Clipse transition to HUB24 complete

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Leading-edge wealth management platform provider HUB24 (ASX: HUB) yesterday announced the successful completion of the partial successor fund transfer of the e-Clipse Super Fund to the HUB24 Super Fund, on behalf of the Fortnum Financial Group (Fortnum). The transition included the transfer of $190m in assets on behalf of over 900 member accounts, being the majority […]

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Fortnum Advisers picks up award-winning guardian practice

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Former Guardian Advice practice Griffin Financial Services has joined leading non-institutionally owned dealer group, Fortnum Financial Advisers, following an extensive review of the market. The award winning Sydney-based practice, which specialises in advising wealth accumulators and UK expats, is run by principal Scott Dawkins who received Guardian’s Professional Excellence Award in 2014. Dawkins also received Guardian’s Rising Star Award […]

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Fortnum unveils new integrated advice platform

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Leading non-institutionally owned licensee Fortnum Financial Advisers has developed an innovative professional advice framework in partnership with consultancy Good Advice Solutions, which is designed to help advisers accurately diagnose a client’s financial needs, meet their legal responsibilities and ultimately protect and grow their businesses. As part of the project, Fortnum has also built a customised […]

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