Former AMP Partnership Manager, Simon Wright, and former Practice Manager at Steel City Financial Planning, Jaimie Ramsey, have been appointed as Practice Engagement and Growth Managers, with responsibility for driving the efficiency, profitability and value of FPW member firms. Wright and Ramsey, who are based in Brisbane and Sydney respectively, will report to Robert Skinner, Head of Practice Engagement and Growth at Fortnum.

“Over the past three years, Fortnum has invested significantly in people and capability across every facet of the business. This has coincided with a period of steady, consistent growth for the licensee and our underlying member firms, and that momentum is building,” Skinner said.

“As a licensee, our goal is to continue recruiting high quality practices while enhancing and expanding the services we provide. Simon and Jaimie are well respected industry professionals who are passionate about working with advisers to grow their businesses.”

Prior to joining Fortnum, Wright spent 15 years at AMP including eight years as a process and technology specialist with responsibility for helping practices implement technology solutions to drive process improvements.

He has a Bachelor of Business, Management and Marketing from the University of Queensland.

Prior to her role at Steel City Financial Planning, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning and Lonsdale Financial Group.

Ramsey has deep practice development experience in coaching and business transformation. She has worked with practice principals to improve profitability, efficiencies and governance. She is also highly skilled at business planning, succession planning and mergers and acquisitions.

Ramsey has a Diploma of Financial Services (Financial Planning). Fortnum Group Chief Executive Officer and Managing Director Neil Younger said the group’s key strategic priorities continued to be recruiting high quality practices, achieving requisite scale, and assisting member firms to grow and operate more efficiently to reduce their cost to serve.

“While growth and scale are important, it is also critical that we nurture and protect Fortnum’s brand and unique culture by only bringing on like-minded, high calibre advisers who share our values and are committed to serving their clients for the long-term,” Younger said.

“We believe the bulk of regulatory change is behind us so it’s now time to focus on incorporating those changes into our businesses as efficiently as possible.”

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Michael Topper

Following its launch to market last month, AdviceInnovation, the online hub providing innovative solutions for Australian financial advice businesses, welcomes client education and communication solution, innergi, to the group.

Innergi has developed an online Financial Knowledge Centre which allows financial advisers to offer their clients access to branded educational content 24/7. Innergi also allows financial advisers to efficiently deliver branded communication, including regular newsletters, to their clients. Innergi’s platform includes modules, articles, videos, life events, calculators, downloads, quizzes, jargon busters and a regular competition.

Innergi’s Managing Director Robert Skinner says the Financial Knowledge Centre is robust, professional and fun, offering advice practices and clients access to over 800 pages of educational content. “Clients want access to information they trust where and when they want it,” he says. “It is more important than ever for advisers to be in regular contact with their clients and they should be able to do it cost effectively and ensure it looks great. Innergi’s online solutions expand the adviser’s reach in and out of office hours, making client communication and education more effective and more valuable.”

AdviceInnovation director Michael Topper says AdviceInnovation is delighted to welcome innergi into the hub. “There are many financial advice businesses already using innergi, and to date it has been growing from word of mouth referrals which is great. But, we know there are financial advisers out there looking for a solution like this, who just don’t know that it exists.”

AdviceInnovation ensures that some of the industry’s most innovative products and services will no longer be well-kept secrets and as the service grows the hub will become a central source for advisers to gain access to them all in one place.

Innergi joins other AdviceInnovation members AstuteWheel, 64 Media, Now Sorted!, Complete Client Connection, The Social Adviser, and PressDev.

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