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…
Our advice framework looks beyond the mandate of compliance and leverages it to find opportunities that help our practice community create better and more successful financial planning businesses.
When Mark Chan of Avondale Wealth was seeking a new Australian Financial Services Licence, he wasn’t just looking for a licensee. He wanted to experience a licensing recruitment process with rigour that would convince him that only financial planners of the highest calibre would be admitted. What he didn’t count on was a surprising ‘bonus’…
The technology stack offered by your licensee should provide the support you need to deliver advice efficiently while providing a diverse and secure framework. If it’s not, there’s every chance your back office will be slowed by time-consuming and costly administration. We understand that technology is core to your financial planning business success. That’s why…
Choice is fundamental to quality, personal financial advice but too much of it often comes at the cost of scale and efficiency, Neil Younger writes.
We’re more than just a financial planning licensee. We offer an opportunity to join an energetic, collaborative community of successful financial planners who, while seeking leadership, innovation and more value from their licence, expect outstanding business support too!
Today, we launch our new website and with it, we renew our commitment to great Australian financial planning practices that seek outstanding business and licensing services.
Rob is the Head of Practice Engagement and Growth at Fortnum. Here he talks about the creation and evolution of Innergi, and what he’s doing to engage practices today on the XY Adviser Podcast. DOWNLOAD THE PODCAST
Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth. DOWNLOAD THE PODCAST
Hear from Neil Younger, CEO of Fortnum Private Wealth, shares some of the major changes he’s seen in the industry over the last 30 years of his career and the evolution of financial advice business structures and models. We also discuss what the licensee of the future looks like, the benefits and challenges of technology…