Media Archives - Page 2 of 2 - Fortnum Private Wealth

January 10, 2017 by Fortnum Private Wealth

Fortnum firm launches guide to combat dodgy advice

Plenary Wealth has produced a 10-point check-list document to educate consumers about whether the financial advice they are receiving is “good, bad or ugly”.

The North Sydney-based firm, which was named Next Gen Practice of the Year 2016 within the Fortnum Financial Advisers network, has been publicising the initiative on social media platforms alongside a statement suggesting it is “time to cull some advisers”.

“Financial advisers vary widely in quality, professionalism and ethics,” the document asserts. “Use this checklist to ensure you’re dealing with a quality adviser.”

Scenario-based examples of “good”, “bad” and “ugly” practitioners are offered across 10 separate assessment criteria, including presentation skills, decision-making style, communication mode and method, transparency and research.

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November 11, 2016 by Fortnum Private Wealth

Playing the long game and “flirting with 40s”

Gareth Colgan’s career in financial planning began when he met his wife, Amy. Or perhaps the wheels were truly set in motion even earlier than that when he left his native Belfast, armed with a degree in science and an Irishman’s thirst for adventure.

He arrived in Sydney in 1998 and chatted up his future wife at the Lord Dudley Pub in Paddington.

Her father, Guy Carrington, ran a successful planning business, Sidney Lloyd, and not long after he and Amy got together, Colgan joined the ranks.

He started off in office administration, progressed to paraplanning and was gradually given greater responsibilities.

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November 11, 2016 by Fortnum Private Wealth

CoreData and Professional Planner name the 2016 licensees of the year

The director of Australian financial services for CoreData, Sean Allen, says the 2016 licensee of the year winners share some common characteristics.

“There was one consistent across the winners: a commitment to improving the productivity and efficiency of their advisers and practices, whilst ensuring that these gains also created a stronger and enduring client experience,” he says.

“The overall winners for 2016 were also able to articulate a strong narrative for the future success of their practices, which obviously resonated with their advisers.

“What differentiated the winners was that their advisers bought into the overall licensee vision, direction and business plan.”

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November 11, 2016 by Fortnum Private Wealth

Two heads are better than one

The founders of Plenary Wealth tell ifa how building a non-aligned business from scratch, and as a team, has set them up to make an impact.

It was after meeting within a peer network – at a dealer group for which they were both working – that Joshua Cratchley and Julian Nowland recognised a strong alignment in their individual passions and visions for financial advice.

With the mutual desire to carve out their own destinies within the industry, Mr Cratchley and Mr Nowland set about building Plenary Wealth – the vehicle through which they would pursue their vision.

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