Meet Our Team

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Neil Younger

Group CEO and Managing Director

Neil is the Group CEO and Managing Director of Fortnum Private Wealth and brings his dynamic, organisational leadership experience to the team.

Ray Miles

Founder and Director

Ray is the founder and director of Fortnum Financial Group Limited

Daniela Mascarello

Head of Advice

Daniela has over 13 years’ experience in the financial planning industry.  

Glen Castensen

Chief Operating Officer
In addition to his other COO duties, Glen is responsible for Research, Platforms and the MDA Service. He is part of the leadership team and also assists with key strategic and growth initiatives. Glen has over 25 years of experience establishing, developing and managing private wealth services firms. Outside of work Glen enjoys family, technology,…

Cassandra Mackay

Head of Technology

Cassandra believes that technology can deliver efficient solutions for great advice and client engagement in the financial services industry.

Simone Munro

Head of Professional Development

Simone’s role at Fortnum incorporates her passion for helping people grow and develop.

Jenny Psathas

Head of Operations

Jenny is responsible for all group operation functions within Fortnum inclusive of policies and procedures, onboarding, brokerage and scheduling of adviser audits.

Robert Skinner

Head of Key Accounts
Rob has been in the financial services industry for over 25 years. He was worked in successful planning practices, corporate roles, built and ran his own planning practice and was the lecturer for Financial Planning at the Newcastle Graduate School of Management. Rob then sold his practice and built a client engagement platform, innergi, which…