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Showing 1 - 10 of 16 results for "Fortnum Financial Group"

Platform prototypes compliance capability

ALLY SELBY  |  THURSDAY, 18 JUN 2020
... will use machine learning and AI to recognise any irregularities in licensee data. One such licensee is Fortnum Financial Group, which is currently in the project delivery phase of developing the new compliance tool with HUB24. Managing director and ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
... Fortnum earlier this year from Bendigo and Adelaide Bank where she was previously digital advice manager. Fortnum Financial Group chief executive and managing director Neil Younger said the appointment of Thomas and Mackay formed part of a restructure ...

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... are outdated and won't survive the advice industry's transition to professionalism. That is the view of Fortnum Financial Group, which believes its newly-created professional advice framework will successfully drive Fortnum and its underlying practices ...

Former ANZ exec joins Fortnum

KERRIE SYDEE  |  WEDNESDAY, 16 NOV 2016
Fortnum Financial Group has appointed former ANZ Wealth managing director of advice and open market channels Neil Younger as its managing director. Younger joins as the group readies itself for a significant expansion program. He will work closely with ...

Fortnum super members transitioned to HUB24

MARK SMITH  |  THURSDAY, 9 JUN 2016
... of $190 million in superannuation assets representing some 900 members has been transferred to HUB24 as Fortnum Financial Group moves its e-Clipse Super Fund over to the platform. Remaining e-Clipse members, predominantly UK pension benefit holders ...

New business drives record HUB24 inflows

MARK SMITH  |  MONDAY, 18 JAN 2016
... HUB24 signed five new distribution agreements with licensees including a white label partnership with Fortnum Financial Group. Signed in October, the deal will see the transfer of over $650m to HUB24 in the second half of 2016. The company also launched ...

AMP adviser, former Shadforth exec join Fortnum

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
An AMP adviser, a former Shadforth director and an independent practice have recently joined Fortnum Financial Group. Former SFG Australia managing director Tony Fenning has joined the Fortnum board as a non-executive director. Fenning is also a board ...

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
... an independent dealer group with more than 100 advisers and about $3.4 billion in funds under advice. Fortnum Financial Group's 34 advice practices will gain access to HUB24's white label platform, which include both superannuation and investor directed ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
Fortnum Financial Group has restructured its financial planning business and appointed four executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
Independently-owned advisory firm Fortnum Financial Group has launched a new business targeting accountants aiming to become licenced to provide financial advice. Fortnum Professional Strategies will provide class of product licensing as well as education ...
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