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Showing 1 - 10 of 68 results for "Fortnum"

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... Australian Unity's Financial Advice business by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian Unity deal is just the latest in a series of transactions enabled by AZ NGA. "We ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... the number of AFSLs has fallen at only half the rate of advisers, coming in at 18%. Interprac, Count, Alliance Wealth, Fortnum, and Lifespan had the largest numbers of new verified advisers join their AFSLs over the past 12 months. Overall, 5537 advisers ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... wealth, aged care, life risk insurance, and workplace financial advice. The two practices are authorised representatives of Fortnum Private Wealth. Wise Planners founder and chief executive Gareth Hall founded the firm in November 2014. He will now take ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned licensees. Insignia ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... the most advisers who have attained specialist ethics qualifications, AMP Financial Planning comes out on top with 49%. Fortnum Private Wealth has 46% and Charter Financial Planning has 39%.

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ...

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
Fortnum Private Wealth welcomed Jason Gapps to the role of practice engagement and growth manager. Gapps will officially start in November and report to Fortnum's head of practice engagement and growth Rob Skinner. He joins from Madison Financial Group ...

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 ...
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