About Fortnum

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At Fortnum, we are committed to enabling great advisers to deliver the best advice to clients. We achieve this by listening to our advisers, researching options and then developing robust advice and business solutions.

Fortnum at a glance

  • Over 100 advisers based in capital cities around Australia
  • Over $5 billion in funds under advice across the group
  • Full service licensee, specialising in client-centric advice
  • Fortnum Professional Advice Framework
  • Fortnum is 100 per cent owned by advisers, management and staff
  • Open architecture APL

Awards

Fortnum continues to dominate the Licensee of the Year Award due to its focus on helping advice businesses succeed.

Fortnum’s proposition is unique not only because it delivers competitive, well-priced services but because of the group’s ability to bring together like-minded professionals and hone in on what’s important to them. Fortnum is an agile, dynamic organisation.

For example, several years ago when the industry was fixated on compliance, Fortnum was completely focused on driving compliance within practices. Last year, when advisers wanted help improving practice efficiency and streamlining processes, Fortnum drove that agenda, and recently, the focus for Fortnum has been on helping advisers achieve sustainable growth.

Fortnum’s flat organisational structure and experienced senior management team means the group is flexible enough to act quickly based on advisers’ needs which is allowing Fortnum to make a profound difference in advisers’ lives.

awards
Andrew Inwood, founder CoreData

Why Choose Us?

Consistently recognised

Fortnum’s commitment to advisers has been consistently recognised by leading global financial services consultant CoreData. Fortnum Private Wealth has won the prestigious ‘CoreData Licensee of the Year Award’ for three consecutive years, reinforcing that Fortnum advisers have the highest level of satisfaction in terms of overall support, remuneration and brand.

 

coredata

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