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, Hunter Wealth Financial Advisers.
He has also held senior positions at ANZ Wealth, BT Financial Group and the Commonwealth Bank.
Announcing Mr Gapps’ appointment at Fortnum’s Annual Conference on Tuesday, Group Chief Executive Officer and Managing Director Neil Younger said the group was focused on working closely with advisers to build strong, thriving businesses.
“The needs and expectations of advisers and their clients are changing and we must also continuously evolve our proposition to support our aligned practices,” Mr Younger said. “Jason is well respected across the industry and he is a great addition to our team.”
Mr Gapps officially joins Fortnum on November 1 and will report to Rob Skinner, Fortnum Head of Practice Engagement and Growth.
“I’ve worked directly with many fantastic financial planning businesses and principals over many years and I’ve been an adviser myself so I have an intimate understanding of how advice businesses operate and the challenges and opportunities they are facing,” Mr Gapps said.
“Notwithstanding the challenges, this is a great time to be an adviser. Advice is increasingly recognised as a profession and demand is increasing, giving those who have decided to remain in the industry the opportunity to build exceptional businesses and help more people.”
“I am excited about Fortnum’s unique offer and the chance to work with Neil and Rob again, and be part of this great group.”
The 2022 Fortnum Annual Conference was held on the Gold Coast from October 18-20. The theme of this year’s conference was “Good to Great” and covered topics including characteristics of valuable businesses, maximising uniqueness and the advice firm of the future.