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Showing 1 - 10 of 60 results for "Fortnum"

Former adviser sentenced over dishonesty

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... with false documents, we will not hesitate to refer them for prosecution." Prior to Libertas, Nesseim was authorised by Fortnum Private Wealth and was also an executive business financial adviser at Westpac.

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Australian Unity executive general manager, advice Matt Brown; Centrepoint Alliance group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director Don Trapnell. LifeBid has not launched its technology ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
Fortnum Private Wealth made two senior hires who will oversee practice engagement and growth for the AFS licensee. Brisbane-based Simon Wright and Sydney-based Jaimie Ramsey joined Fortnum as practice engagement and growth managers as part of the licensee's ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed accounts) Brent Bevan, Fortnum Private Wealth chief executive Neil Younger and BT Financial Group head of platform distribution Chris Mather discussed ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... featured participants are Vincent O'Neill, chief executive of Stanford Brown, and Neil Younger, managing director of Fortnum Private Wealth. Representatives from industry heavyweights BlackRock Australia, BT Financial Group, HUB24, Macquarie, Mercer ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
The founder and chair of a licensee will step down from executive duties at the end of the year. Fortnum Private Wealth announced that Ray Miles will retire but will continue serving as non-executive chair. He will provide counsel to the board and leadership ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... Harbour, which was part of Bridges Financial Services, rebranded in late April when it became an authorised representative of Fortnum Advice. Fortnum has some 230 advisers and $16 billion funds under management. Based in Cleveland, Blue Harbour is led ...

Former adviser charged over fabricated information

JAMIE WILLIAMSON  |  FRIDAY, 5 MAR 2021
The former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, was charged with 16 offences related to fabricating evidence with hopes ASIC would stop looking into him. Ezzat Daniel Nesseim ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... gained 26 and Insight Investment Services doubled in size - going from 25 advisers to 50. Capstone Financial Planning and Fortnum gained 22 advisers each while Sequoia picked up 20. Macdonald thinks, looking forward to 2021, that the industry will continue ...
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