The business model displacing traditional licensees
There will always be a need for licensees, as long as financial advisers need an Australian Financial Services Licence (AFSL) authorisation to operate.
Expect LEADING investment and research support
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…
A culture of collaboration
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…
How mature is your business?
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…
Fortnum out-shines self-licensing and peers to reach Zenith
Tasmanian financial advisory firm, Zenith Wealth, has joined Fortnum Private Wealth, after an extensive review of Australian Financial Services Licensing options including self-licensing.
Expect EXCEPTIONAL onboarding support from your licensee
At Fortnum, we talk about agility and accessibility a lot. It’s because we truly believe this is what sets us apart from other Australian Financial Services licensees. We are very mindful that changing to and onboarding with a new licensee can be a daunting and disruptive time for financial planning practices, so when practices join…
Advice Framework – Beyond the mandate of compliance
Our advice framework looks beyond the mandate of compliance and leverages it to find opportunities that help our practice community create better and more successful financial planning businesses.
Rigour defines Fortnum’s licensing process
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’…
Expect MORE technology support from your financial planning licensee
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…
Too much choice killing efficiency in the advice spectrum
Choice is fundamental to quality, personal financial advice but too much of it often comes at the cost of scale and efficiency, Neil Younger writes.