Cassandra believes that technology can deliver efficient solutions for great advice and client engagement in the financial services industry. She brings to Fortnum a passion for technology backed by over 20 years of financial services experience.
As Head of Advice Technology, Cassandra is responsible for enhancing the advice process and partnering with practices to provide holistic technology solutions.
Prior to joining Fortnum, Cassandra was the Digital Advice Manager at Bendigo & Adelaide Bank, where she was responsible for implementing and supporting their advice technology. Cassandra holds a Bachelor of Business (Financial Planning).
She loves spending time with her family, watching her beloved Bombers play and playing detective to hours of True Crime podcast!