work with us

the fortnum difference

Neil Younger on the role of the licensee and the Fortnum difference.

Ray Miles on the original inspiration for founding Fortnum.

Rob Skinner on the Practice Engagement and Growth Support Framework

Daniela Mascarello on the Advice and Compliance Framework within Fortnum.

Glen Castensen on Fortnum’s customized investment support services.

Cassandra Mackay on Fortnum’s Technology Stack and approach to tech.

Simone Munro on Fortnum’s Learning and Development Framework.

Daniela Mascarello on the Advice and Compliance Framework within Fortnum.

Fortnum presentation – request a copy

It is a big decision to move dealer groups, and I am so pleased that my team and I decided on Fortnum.

Joining Fortnum was a breath of fresh air. They have a diverse and very capable team who are always willing to help, and it genuinely feels like they want you to succeed.

The Fortnum team is intelligent and energetic, we feel like we are working towards a common goal of providing clients great financial advice.

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 has provided our practice a professional, warm and inviting environment for us to succeed in.

work with us

the fortnum difference

Neil Younger

Ray Miles

Rob Skinner

Daniela Mascarello

Glen Castensen

Cassandra Mackay

Simone Munro

Jenny Psathas

Fortnum presentation – request a copy

Leaders in the industry since 2010