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Fortnum

Fortnum


Fortnum's financial review

Fortnum's Revenue (Yearly)

24.9M

Employees

52


Fortnum information

At Fortnum, we license and service, leading and client-focussed financial planning practices that want to be part of an advice community that grows and develops together.We are known for our caring, energetic approach, adviser-aligned licensee ownership and a highly collaborative community of financial planning practices. We provide freedom within a proven framework which has a robust approach to ...
At Fortnum, we license and service, leading and client-focussed financial planning practices that want to be part of an advice community that grows and develops together.We are known for our caring, energetic approach, adviser-aligned licensee ownership and a highly collaborative community of financial planning practices. We provide freedom within a proven framework which has a robust approach to risk and governance that creates opportunity for financial planners to build their ideal financial planning business.Fortnum Private Wealth continue to uphold the central core value that ‘our clients must come first'; providing our Principal Practices with a competitive edge in all areas including technology, research, PI insurance and access to market leading solutions.Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

Fortnum industries

Financial services

Fortnum's financial review

Fortnum's Revenue (Yearly)

24.9M

Employees

52

Technologies

Customer Relationship Management
Email Delivery
Email Delivery
Email Providers

Notable Alumni

Brad Jackson
Senior Investment Operations Administrator
Cbus Super Fund
Scott Charlton
Co-Founder and Business Coach
Slipstream Group
Warren Mar
Senior Risk Systems Analyst
Allianz Australia

Employees

Manager - Advice Coach
Manager - Advice Coach
Head of Advice
Assurance Advice Specialist
Senior Paraplanner

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