Neil is the Group CEO and Managing Director of Fortnum Private Wealth and brings his dynamic, organisational leadership experience to the team.
Ray is the founder and director of Fortnum Financial Group Limited
Daniela has over 13 years’ experience in the financial planning industry.
Glen is responsible for maintaining and developing relationships with our existing advisers and new recruits.
Cassandra believes that technology can deliver efficient solutions for great advice and client engagement in the financial services industry.
Simone’s role at Fortnum incorporates her passion for helping people grow and develop.
Jenny is responsible for all group operation functions within Fortnum inclusive of policies and procedures, onboarding, brokerage and scheduling of adviser audits.