Fortnum was founded in 2010 by Ray Miles, along with a number of other passionate like-minded financial advisers. Ray is a pioneer of the financial planning industry and established Fortnum to ensure clients’ interests remained at the centre of the decision-making process.
Even though the financial services landscape in Australia has changed significantly over the years, our client-focused approach, commitment to finding new ways to lead our advice community and collaborative culture have remained unchanged. Furthermore, Fortnum’s values-based approach and extensive capabilities enable us to closely partner with practices to help them continue building successful businesses that enable their clients to achieve their objectives.
We genuinely care about our advice community and we are passionate about helping financial planners and practices be the best they can be. To do this, we live by our key values and underlying tenets of success that support our advice community.