We are pleased to announce that Neil Younger has been appointed as one of four Directors on the FSC Board. This is a significant opportunity for Neil to advocate within the industry for Advice for the benefit of our profession.
Fortnum
Financial Services
Sydney, NSW 1,410 followers
Outstanding business and licensing services for great financial planning practices
About us
At Fortnum, we license and service, leading and client-focussed financial planning practices that want to be part of an advice community that grows and develops together. We are known for our caring, energetic approach, adviser-aligned licensee ownership and a highly collaborative community of financial planning practices. We provide freedom within a proven framework which has a robust approach to risk and governance that creates opportunity for financial planners to build their ideal financial planning business. Fortnum Private Wealth continue to uphold the central core value that ‘our clients must come first’; providing our Principal Practices with a competitive edge in all areas including technology, research, PI insurance and access to market leading solutions. Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
- Website
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https://fortnum.com.au
External link for Fortnum
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Sydney, NSW
- Type
- Public Company
- Founded
- 2010
Locations
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Primary
Get directions
Aurora Place, Level 10, 88 Phillip Street
Sydney, NSW 2000, AU
Employees at Fortnum
Updates
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We are excited about a new era of servicing financial advice businesses. https://lnkd.in/eGUKHS5e
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Congratulations to Christopher McRae for Graduating from the Fortnum Professional Year Program - we are so happy for you Chris!
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Congratulations to Kate Price for Graduating from the Fortnum Professional Year Program - we are so happy for you Kate!
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Congratulations to Scott Oudendyk-Slor for Graduating from the Fortnum Professional Year Program - we are so happy for you Scott!
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Congratulations Christine Watson on your graduation from the Fortnum Professional Year Program. If you are interested in learning more about the Fortnum PY Program, please contact tbartlett@fortnum.com.au
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Fortnum and Nestworth Financial Strategists (formerly Henderson Matusch, AZNGA) are very excited to announce that we have acquired Australian Unity's Financial Advice business and forge an ongoing tripartide alliance to make quality advice accessible to more Australians. This exciting deal enables all three parties to fulfil key strategic priorities and for Fortnum, it will deliver additional scale and synergy benefits, increasing the number of advisers, across two AFSLs, to around 400. We are extremely excited about the future! https://lnkd.in/g9paB8tT
Fortnum and AZ NGA firm acquire Australian Unity’s advice business - Professional Planner
professionalplanner.com.au
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The results are in and our Fortnum 2023 'Better Futures' conference program rated 4.5 out of 5 which is an amazing outcome for all attendees. In addition to this, all sessions presented throughout the conference also rated above 4 which highlights the quality of sessions for our Fortnum advice network. We are thrilled that we had the perfect balance between thought leadership and peer-to-peer learning and there were a lot of great takeaways for everyone who attended. Here are some photos from our gala dinner which had an element of surprise with a secret venue after the awards and Fortnum Foundation auction. We can't wait to do this all again next year but in the meantime, we look forward to helping our Fortnum advice network to build better futures for themselves, their teams, and their clients throughout the year ahead. Lastly, a special thank you to Andrew Klein for MCing yet another fantastic conference for us too. Neil Younger Glen Castensen Simone Munro Jason Gapps Daniela Mascarello Jenny Psathas Cassandra Salmon Samantha Sun Traci Bartlett CFP #Fortnumadvicecommunity
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Congratulations to our award winners at the 2023 Fortnum ‘Better Futures’ Conference. All extremely deserving winners Paterson Retirement Planning Henderson Matusch Stratus Financial Group James Marshall
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Lots of happy smiling Advisers at the Fortnum ‘Better Futures’ Conference 2023 Welcome Dinner. On to day 2 of amazing learning content! #conference #financialplanning #financialplanners #betterfutures #qualityadvice
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