Daniela has over 13 years’ experience in the financial planning industry. She was previously the Senior Manager, Advice and Strategy at HSBC, where she was responsible for the provision of quality advice, day-to-day operations and processes, and technology. She has also worked for organisations such as Macquarie Bank and Perpetual Limited in various roles such as managing teams of Paraplanners and Associate Advisers.
Joining Fortnum was a breathe of fresh air. They have a diverse and very capable team that are always willing to help and it genuinely feels like they want you to succeed.
They are forward thinking and forward looking, and always quick to adapt and adjust to the changing environment and needs of an advice business. The thing I feel makes them unique is the culture and community of really good businesses and advisers.
There are always plenty of opportunities to connect and collaborate with other advisers and the group are always so willing to share what they are doing and how. I’d highly recommend.
The collegiate culture that exists within Fortnum, the complete absence of inflated egos, the genuine ethos of putting client interests at the forefront of every decision and the absence of any institutional influence make Fortnum the logical choice of licensee for any financial planning practice to whom such qualities are important. So impressed have we been with the Fortnum way of doing things that we took the decision that it was an appropriate allocation of our business resources to invest a proportion of my time to service as a Director of Fortnum Financial Group Ltd; a role that I have found immensely rewarding.
After almost four decades as a financial adviser, I have worked under many licensees. I can say without any element of equivocation that Fortnum is head and shoulders above any other of the many groups with whom I have been associated and I have no hesitation in recommending them to any financial planning firm looking to associate themselves with others with a genuine understanding of the role we play in shaping and improving the financial lives of ours clients.
Fortnum uses its scale to get a better deal for clients which is very different to the old world approach where dealer groups were totally reliant on margins and splits.
“Fortnum and FPSA are focused on adding value for advisers and clients, and that also involves providing practice management and client engagement tools to ensure we’re running efficient, profitable and growing businesses.”
