Who We Are

About Us

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.

 

Our SIX foundations for success

Collaboration

 An inclusive culture of sharing, encouraging and achieving success together.

Leadership

Highly experienced, committed, passionate stable and energetic team.

Governance

Robust capability with a proven risk management framework and pragmatic approach to risk.

Resources

An extensive team of professionals, working collaboratively with selective industry specialists to ensure optimal support.

Technology

A smart tech stack, support and thoroughly researched technology.

Research

A unique and powerful blend of inhouse and selective best of breed external capability.

Our values

passion

We are energised and inspired to find new ways to lead our advice community and our people. We thrive on difficult problems and new challenges as we deliver quality outcomes. We have an amazing team, committed to continually seeking personal and professional growth.

caring

Empathy, humility and respect are the cornerstones of our Fortnum community. We genuinely care, and always take time to listen and when problems arise, consider all perspectives when finding the right solutions

community

Our success is underpinned by our collective energy, intelligence and contributions from our community.  We leverage our considerable genius, nurture and embrace different perspectives. We share our knowledge, experiences and ideas willingly for our collective success.

entrepreneurial spirit

We are curious and apply original thinking. We always challenge the status quo and we are resourceful when developing outcomes. We continually challenge “what’s possible” in order to better meet the needs of our advice community.