Glen has a unique and broad skill set honed over a career of more than 30 years primarily representing the investment and business interests of advisers and their clients.
During his career, Glen has met with hundreds of fund managers and similarly, assessed just as many IPOs, trade sales and private equity investment opportunities. He advised financial planners on Australian equities and property investments, involvement with product development and working closely with leading capital market providers.
Leveraging this depth of experience, Glen co-founded a highly successful wealth advisory service firm by pioneering the consolidated integrated IFA acquisition model. As Joint CEO, he and his team attracted over 25,000 clients, engaged over 400 employees and advised/managed/administered assets in excess of $12 billion which included the developed of complementary client offerings covering; administration service; funds management; portfolio service; insurances; lending; MDA service and accounting.
Prior to taking up the role of Chief Operating Officer for Fortnum in January 2018, Glen worked as a consultant assisting businesses in both financial services and other industries to develop business strategies, foster relationships and explore other opportunities.
A key member of Fortnum’s leadership team, Glen assists with strategy and is responsible for research, platforms and the MDA service. He is also a member of Fortnum’s Insurance and Investment Committee.
Outside of Fortnum, Glen is an avid participant in the hockey community for over 4 decades as a player, and in the development and management of his home club.