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…
Consumers need and deserve good advice but extreme consumer protections have stopped them from getting it, Fortnum’s Neil Younger writes.
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.
For us, a positive licensing experience with genuine cultural alignment is closely linked to our desire to create a strong community, and strong communities help one another.
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,…
There will always be a need for licensees, as long as financial advisers need an Australian Financial Services Licence (AFSL) authorisation to operate.
Fortnum’s investment and research support is driven by our fundamental desire to help financial planners build more successful businesses while achieving better outcomes for their clients. As Chief Operating Officer, I’m tasked with heading up investment and research as well as managing our MDA service. We work closely with our financial planning practices in the…
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.