The Advice Business of the Future White Paper

Our white paper discusses what that future for advice businesses may be, and the role of the licensee to support this.

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Who is Fortnum?

*Fortnum Private Wealth

For over 30 years, the team behind Fortnum have been helping financial advisers deliver quality, professional advice; manage their stakeholder obligations; and run thriving, successful businesses.

As an Australian Financial Services Licence (AFSL) that is privately-owned by our staff and advisers, we are not beholden to a bank or financial institution.

Our mission is to build a national network of quality advice businesses; pass on the benefits of our scale to advisers and their clients; and cement our position as Australia’s preeminent licensing services provider.

What we do

Fortnum Core Services

Our commitment to advisers has been consistently recognised by leading global financial services consultant CoreData

  • Leveraging our group buying power to negotiate lower product fees
  • Professional advice framework designed by advisers not product manufacturers or lawyers
  • Business growth, targeting annualised growth of 15%
  • Advice coaching
  • Advice implementation – systems and process improvement
  • Leadership
  • Ongoing education and training through the Academy
  • Collaboration and knowledge sharing

Our team

The Team Behind Fortnum

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Adviser Testimonials

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