Jenny Psathas

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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. She has a deep expertise of all aspects of financial planning, the advice process and the supporting services for both salaried and aligned licensees.

Jenny joins Fortnum from ClearView Wealth Limited where she was responsible for the day-to-day operations of the group’s aligned dealer groups Matrix Planning Solutions and ClearView Financial Advice. She brings over 15 years of industry experience including her project and change manager roles.

 

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