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Showing 11 - 16 of 16 results for "Fortnum Private Wealth"

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... and Westpac (128). The non-institutional licensees that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
Fortnum Private Wealth is welcoming a former chief executive of Centric Wealth to its ranks. Glen Castensen joins in an executive position reporting directly to Fortnum managing director Neil Younger. He was most recently a financial services consultant ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... more than 30 years' financial services experience and most recently was the business growth manager at Fortnum Private Wealth. Other senior roles for Little include managing director at Henry Financial Group for eight years, and at Synergy Financial ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... by chartered accountant and business coach Scott Charlton who is also head of strategic development at Fortnum Private Wealth. Before joining Fortnum in 2010, Charlton was coaching program manager at leading Australian and New Zealand training organisation ...
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