A technology-assisted advice future that enables businesses to manage 200+ clients per adviser requires a stepped change, writes Entireti’s Neil Younger. The advice industry is experiencing an unprecedented level of M&A activity, which can’t simply be put down to demographic change, succession planning and the pursuit of scale. Those themes are certainly in play but…
When Kath Orman of Goals and Dreams Financial Planning joined Fortnum Private Wealth in August 2021, her goal had been to find an AFS licensee offering genuine cultural alignment and a sense of community. Today, Kath is pleased to report that she feels more at home than ever. Here, we share Kath’s perspective on the…
Fortnum Private Wealth (Fortnum) has launched a Business Optimisation Service (BOS) to help advisers materially improve the quality, profitability and capital value of their businesses. The proprietary program is available to both Fortnum’s aligned practices and external businesses, signalling the group’s ongoing evolution from licensee to strategic business partner.
Australian Financial Services Licensee, Fortnum Private Wealth (Fortnum) has appointed experienced practice management leader and former financial adviser Jason Gapps to the position of Practice Engagement and Growth Manager. Gapps joins Fortnum from Madison Financial Group where he was National Practice Manager. Prior to Madison, Gapps was a Senior Financial Adviser at Sydney-based advisory firm,…
When Chris Fallico established Acadia Wealth Advice in 2016, he was determined to find an Australian Financial Services Licensee that offered a different approach to licensing. In joining Fortnum, Chris and his fellow Principal Advisers Jason Ingold and Adam Pearsall discovered a collaborative and collegiate community that has delivered a range of surprising benefits for…
Maturity is often associated with age yet some of the oldest financial planning businesses are also the most immature. Fortnum’s Neil Younger outlines the components of business maturity and why they’re increasingly important. Financial services businesses have operated under a stable and prosperous backdrop for decades. Australia has enjoyed three decades of economic growth since…
Tasmanian financial advisory firm, Zenith Wealth, has joined Fortnum Private Wealth, after an extensive review of Australian Financial Services Licensing options including self-licensing.
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…
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!