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…