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Showing 1 - 10 of 12 results for "Fortnum Financial Advisers"

Milliman launches course correction tool for retirees

ALEX BURKE  |  TUESDAY, 10 APR 2018
... about 50% of what they actually lost. And a decade on, their balance would have recovered to $535,000. Fortnum Financial Advisers is the first firm to use Even Keel, across all of its Innova model portfolios. Milliman director of investment services ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ...

Former ANZ exec joins Fortnum

KERRIE SYDEE  |  WEDNESDAY, 16 NOV 2016
... Younger joins as the group readies itself for a significant expansion program. He will work closely with Fortnum Financial Advisers managing director Joel Taylor, Innova Asset Management managing director Dan Mile and group chair Ray Miles as the group ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... in the coming months." Cardena, formerly known as Arrive Wealth Management Sydney, recently joined Fortnum Financial Advisers from AMP. Netwealth has also recently exceeded $10 billion in FUM, attributed to strong inflows and continued growth across ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...

Milliman awarded industry fund mandate

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... exchange-traded funds and managed funds. Milliman also works with research house Lonsec and dealer group Fortnum Financial Advisers, and is working with a number of firms to deliver risk management strategies.

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
A former Guardian Advice practice has joined non-institutionally owned dealer group, Fortnum Financial Advisers. Griffin Financial Services joined the group following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice ...

Fortnum debuts integrated advice platform

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
Fortnum Financial Advisers has developed a professional advice framework in partnership with consultancy Good Advice Solutions to help advisers accurately diagnose a client's financial needs, meet their legal responsibilities and grow their businesses. ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum Financial Advisers has also internally promoted national sales manager Joel Taylor to the new role of managing director. Taylor will report to ...
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