Ms Thomas, who has over 15 years of financial services experience, will report to Joel Taylor, Managing Director of Fortnum Private Wealth.

She will enhance the delivery of Fortnum’s professional advice program to the group’s national network of advisers. “Kerry has the right blend of skills, expertise and values, and is the right cultural fit for Fortnum,” Mr Taylor said.

“It’s important that our staff – and advisers – have a high degree of personal integrity, and embrace our high performance, collaborative culture. Kerry is an experienced professional who has a genuine rapport with advisers and she is a great addition to the team.

The appointment of Ms Thomas coincides with the appointment of Cassandra Mackay to the role of Practice Technology Manager. Ms Mackay joined Fortnum earlier this year from Bendigo and Adelaide Bank where she was previously Digital Advice Manager.

Chief Executive and Managing Director of Fortnum Financial Group, Neil Younger said the appointment of Ms Thomas and Ms Mackay formed part of restructure designed to strengthen the licensee’s proposition to advisers.

“Our focus continues to be on delivering relevant advice solutions that drive practice efficiency, productivity and profitability. We are committed to streamlining advice processes in order to free up advisers to do what they do best which is service clients, give advice and deliver improved client outcomes”, Mr Younger said.

“Consumer needs and preferences are rapidly evolving and the advice industry has to evolve to keep up. Clients are looking for innovative advice solutions that meet their needs and as a licensee we want to be on the forefront of change. Kerry will be spearheading the delivery of our new advice initiatives to help advisers and practices capture opportunities.”

Mr Younger is thrilled to have Ms Thomas on board the Fortnum team. “Kerry’s commitment and experience to enhancing advice solutions aligns perfectly to Fortnum and we are excited to have someone with Kerry’s knowledge and reputation join the team.”

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