Meet Our Team

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Ray Miles

Founder and Director, Fortnum Financial Group Limited

Ray is the founder and director of Fortnum Financial Group Limited

Neil Younger

Group CEO and Managing Director, Fortnum Private Wealth

Neil is the Group CEO and Managing Director of Fortnum Private Wealth and brings his dynamic, organisational leadership experience to the team.

Joel Taylor

Business Growth Manager, Fortnum Private Wealth

Joel leads a community of like-minded advice professionals with a collegiate approach and genuine desire to provide the best possible services for advisers and clients.

Kerry Thomas

Head of Advice, Fortnum Private Wealth

Kerry is a passionate financial services professional, dedicated to seeing the provision of quality financial advice, and supporting the professional advisers who provide this advice.

Phil Little

Business Growth Manager - QLD, SA & WA, Fortnum Private Wealth

Phil joined Fortnum in September 2015 as Business Growth Manager.

Cassandra Mackay

Head of Advice Technology, Fortnum Private Wealth

Cassandra believes that technology can deliver efficient solutions for great advice and client engagement in the financial services industry.

Simone Munro

Head of Professional Development, Fortnum Private Wealth

Simone’s role at Fortnum incorporates her passion for helping people grow and develop.

Lisa Faferko

National Operations Manager, Fortnum Private Wealth

Lisa is the National Operations Manager for Fortnum Private Wealth.

Ian White

Head of Finance and Risk, Fortnum Private Wealth

Ian’s responsibilities span across all finance matters, governance, risk and compliance.

Jenny Psathas

Head of Operations, Fortnum Private Wealth

Jenny is responsible for all group operation functions within Fortnum inclusive of policies and procedures, onboarding, brokerage and scheduling of adviser audits.