FortnumPrivateWealth @FortnumPW
Outstanding business and licensing services for great financial planning practices. #fortnum #financialservices #licensing fortnum.com.au Sydney Joined July 2017-
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Our success is underpinned by our collective energy, intelligence and contributions from our #community. We leverage our considerable genius, nurture and embrace different perspectives. We share our knowledge, experiences and ideas willingly for our collective success. #finance
We look forward to bringing more insights for financial advisers and financial planning businesses in 2023! We invite you to visit our website and catch up on our most read articles over the past 12 months. bit.ly/3ZYTsVB #financialplanning #financialadvisers #afsl
Consumers need and deserve good advice but extreme consumer protections have stopped them from getting it, Fortnum’s Neil Younger writes in his recent article. bit.ly/3VUHSs0 #fortnum #afsl #financialplanning
From all of the team at Fortnum, we wish you and your family a Merry Christmas and a prosperous New Year. Our office will be closed from Friday 23 December 2022 and re-opens Tuesday 3 January 2023.
When Kath Orman of Goals and Dreams Financial Planning joined Fortnum in August 2021, her goal had been to find an AFS licensee offering genuine cultural alignment and a sense of community. We share Kath’s perspective on the Fortnum difference. bit.ly/3VGbkSC #afsl
Congratulations to Bianca Hodgkins of Stratus Financial Group and our Fortnum community on winning Paraplanner of the Year at the 2022 ifa (Independent Financial Adviser) Excellence Awards in Sydney last night. @IFA_AU #financialplanning #paraplanner #finance #excellence
For us, a positive licensing experience with genuine cultural alignment is closely linked to our desire to create a strong community, and strong communities help one another. Read more: bit.ly/3E2vCOK #afsl #financialplanner #afslicence
For us, a positive licensing experience with genuine cultural alignment is closely linked to our desire to create a strong community, and strong communities help one another. bit.ly/3DHOgen #financialservices #financialplanning #licensing #community
When practices join Fortnum, we take stock of the practice’s approach to investing. We assess methodology, identify key pain points and develop a road map that signposts areas for improvement. bit.ly/3S0FVrK #investment #research #insights #financialservices
@FortnumPW has appointed experienced practice management leader and former financial adviser Jason Gapps to the position of Practice Engagement and Growth Manager. bit.ly/3FhxSnm #financialplanning #financialadvisers #financialservices #business
Congratulation to Marg Miles, winner of our prestigious 2022 Guy Carrington Chairman’s Award. Since 2011 Marg has led Fortnum Foundation which has raised over $700k for charities that support underprivileged children in Australia and overseas.
Congratulations to our 2022 Principal Practice of the Year Stratus Financial Group. #financialservices #financialplanning #financialadvisers #excellence
Congratulations to our 2022 Innovation Excellence Award Winner Collective Wealth Advisers. #innovation #excellence #financialplanning #financialservices
Congratulations to our 2022 Adviser of the Year Award Winner Scott Dawkins of Griffin Financial Services. #financialadviser #financialplanning #afsl #financialservices
FORTNUM Conference 2022 is a go! Such a great vibe in the room! Great agenda, brilliant speakers, fantastic turnout - it's so great to bring an awesome group of financial planners back together. #financialplanning #financialadvisers #licensingdonedifferently #excellence
The annual Fortnum conference 18th to 20th October is just around the corner. Here is a sneak peek on what you can expect! Check out our amazing line-up of speakers. @mykeldixon @AndrewAtLunch @katherinehunt @brillient_G #PatrickSharry @Key_Health @kim__payne @keithlabraham
Congratulations to Brett Cribb, James Marshall, Steve Nicholas and Bianca Hodgkins of Stratus Financial Group and our Fortnum community on their finalist nominations in the ifa (Independent Financial Adviser) Awards 2022. #financialadviser #financialplanning #excellence @IFA_AU
Traditional dealer services are fast becoming commoditised. Fortnum’s Neil Younger reveals the key areas where licensees must add real value in his latest article for Professional Planner. bit.ly/3UBIXVB #financialservices #financialadvisers #financialplanning
Fortnum’s #investment and research support is driven by our fundamental desire to help #financialplanners build more successful businesses Glen Castensen, COO is tasked with heading up investment and research as well as managing our MDA service bit.ly/3S5z2Fw #AFSL
Examining business maturity is a simple and effective way to gauge strength. More here: bit.ly/3AXfGwI #business #financialservices #financialplanners #financialadvisers #growth
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