Fortnum firm launches guide to combat dodgy advice

  • Home
  • Media
  • Fortnum firm launches guide to combat dodgy advice
Contact Us Now
by Fortnum Private Wealth

Fortnum firm launches guide to combat dodgy advice

Plenary Wealth has produced a 10-point check-list document to educate consumers about whether the financial advice they are receiving is “good, bad or ugly”.

The North Sydney-based firm, which was named Next Gen Practice of the Year 2016 within the Fortnum Private Wealth network, has been publicising the initiative on social media platforms alongside a statement suggesting it is “time to cull some advisers”.

“Financial advisers vary widely in quality, professionalism and ethics,” the document asserts. “Use this checklist to ensure you’re dealing with a quality adviser.”

Scenario-based examples of “good”, “bad” and “ugly” practitioners are offered across 10 separate assessment criteria, including presentation skills, decision-making style, communication mode and method, transparency and research.

Click here to view the full article 

Leave a Reply

avatar
  Subscribe  
Notify of

Join Fortnum now

Join Fortnum

testimonials

Adviser Testimonials

Joining Fortnum was a breathe of fresh air. They have a diverse and very capable team that are always willing to help and it genuinely feels like they want you to succeed.

They are forward thinking and forward looking, and always quick to adapt and adjust to the changing environment and needs of an advice business. The thing I feel makes them unique is the culture and community of really good businesses and advisers.

There are always plenty of opportunities to connect and collaborate with other advisers and the group are always so willing to share what they are doing and how. I’d highly recommend.

Scott Dawkins / Principal, Director and Financial Adviser, Griffin Financial Services

The collegiate culture that exists within Fortnum, the complete absence of inflated egos, the genuine ethos of putting client interests at the forefront of every decision and the absence of any institutional influence make Fortnum the logical choice of licensee for any financial planning practice to whom such qualities are important. So impressed have we been with the Fortnum way of doing things that we took the decision that it was an appropriate allocation of our business resources to invest a proportion of my time to service as a Director of Fortnum Financial Group Ltd; a role that I have found immensely rewarding.

After almost four decades as a financial adviser, I have worked under many licensees. I can say without any element of equivocation that Fortnum is head and shoulders above any other of the many groups with whom I have been associated and I have no hesitation in recommending them to any financial planning firm looking to associate themselves with others with a genuine understanding of the role we play in shaping and improving the financial lives of ours clients.

Wayne Leggett / Principal, Paramount Wealth Management

Fortnum uses its scale to get a better deal for clients which is very different to the old world approach where dealer groups were totally reliant on margins and splits.

“Fortnum and FPSA are focused on adding value for advisers and clients, and that also involves providing practice management and client engagement tools to ensure we’re running efficient, profitable and growing businesses.”

Andrew Fenton / Principal of Mornington Financial Services

Before joining Fortnum in 2011, I was spending too much time running my own licence and not enough time on my business.

“Fortnum delivers most of the advantages of being self-licensed but without the impediments. With Fortnum’s support, I’m able to work on my business and as a result I’ve experienced a phenomenal increase in my revenue and growth”.

Denis Durand / Principal, Durand Financial Services
read more testimonials

FPW Ltd - Authorised AFSL Representatives Online