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
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.