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).

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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

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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

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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

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New-look Fortnum/FPSA Group focused on helping practices grow

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Independently-owned dealer group Financial Planning Services Australia (FPSA) has successfully transitioned to Fortnum Financial Advisers’ Australian Financial Services Licence (AFSL) and launched a refreshed licensee offer. A number of original

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Fortnum family welcomes Fenning & Son

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Financial services stalwart Tony Fenning, the former managing director of SFG Australia, has joined Fortnum Financial Group as a non-executive director while his son Matthew Fenning has joined Sydney-based Fortnum

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Fortnum announces board changes

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Non-institutionally owned licensee, Fortnum Financial Group has announced that Larry Fingleson has stepped down as non-executive director of the company’s board to focus on his executive roles including spearheading new

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Fortnum restructures executive team

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Non-institutionally owned financial services company Fortnum Financial Group has restructured its financial planning subsidiary Fortnum Financial Advisers, appointing four new staff and internally-promoting national sales manager Joel Taylor to the

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Fortnum dumps upfront commissions

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Leading independently-owned financial advisory group Fortnum Financial Advisers will dump upfront risk insurance commissions and adopt a new remuneration model in a bid to self-regulate and ward off further legislative

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Fortnum launches new advice company for accountants

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Independently-owned advisory firm Fortnum Financial Group has launched a compelling business coaching and licensing offer for accountants with the firm predicting a wave of practitioners will rush to become licensed

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