Fortnum out-shines self-licensing and peers to reach Zenith
Tasmanian financial advisory firm, Zenith Wealth, has joined Fortnum Private Wealth, after an extensive review of Australian Financial Services Licensing options including self-licensing.
Expect EXCEPTIONAL onboarding support from your licensee
At Fortnum, we talk about agility and accessibility a lot. It’s because we truly believe this is what sets us apart from other Australian Financial Services licensees. We are very mindful that changing to and onboarding with a new licensee can be a daunting and disruptive time for financial planning practices, so when practices join…