The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 9 of 9 results for "Fortnum Private Wealth"|
|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 ...|
|... financial advice businesses of the future will be those that have gained effective scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice collectives to ...|
|Fortnum Private Wealth appointed a former Merrill Lynch chief economist to chair its investment and insurance committee. Joining Fortnum is Nigel Douglas. He has headed research at several top financial institutions in a career spanning 30 years. Douglas's ...|
|... 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 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 ...|
|... 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 ...|
|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 ...|
|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 ...|
|... 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 ...|
The September financial adviser exam pass rate was stable at 60% but continues to fall below the overall pass rate of 88.5%.
The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market.
Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion.
Share trading platform Superhero will take the $40 million it has raised this year to expand into New Zealand by mid-2022.
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