We believe joining Fortnum is a decision that can offer real value to you and your practice - but don’t just take our word for it. Hear from our advisers as they share their experiences and what they appreciate most about being part of the Fortnum community. A big thank you to Matthew Lane, Christopher McRae, Megan Neale and Christine Watson for sharing their insights with us. https://lnkd.in/esHbG67K
Fortnum
Financial Services
Sydney, NSW 1,565 followers
Outstanding business and licensing services for great financial planning practices
About us
At Fortnum, we license and service, leading and client-focussed financial planning practices that want to be part of an advice community that grows and develops together. We are known for our caring, energetic approach, adviser-aligned licensee ownership and a highly collaborative community of financial planning practices. We provide freedom within a proven framework which has a robust approach to risk and governance that creates opportunity for financial planners to build their ideal financial planning business. Fortnum Private Wealth continue to uphold the central core value that ‘our clients must come first’; providing our Principal Practices with a competitive edge in all areas including technology, research, PI insurance and access to market leading solutions. Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
- Website
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https://fortnum.com.au
External link for Fortnum
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Sydney, NSW
- Type
- Public Company
- Founded
- 2010
Locations
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Primary
Get directions
Aurora Place, Level 10, 88 Phillip Street
Sydney, NSW 2000, AU
Employees at Fortnum
Updates
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It’s Day 3 of the Ignite Conference, and it’s been a whirlwind of inspiration and connections. With a packed agenda featuring thought-provoking talks ranging from digital transformation to wellness, we've had plenty of opportunities to connect with our community, share ideas and ignite new possibilities - this has been one of our best conferences yet!
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The Ignite 2024 Conference has officially kicked off, and the atmosphere is incredible! Our Advisers are already deep diving into insightful sessions, gaining valuable knowledge and perspectives. The Gold Coast hasn’t let us down either, treating us to plenty of sunshine - this energy is setting the stage for an outstanding conference ahead.
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Counting down to what will be our biggest and best Conference yet!
Only two weeks to go! GET READY to experience the 2024 Ignite Conference. With a line-up of powerhouse speakers, more peer group sessions than ever before, and transformative conversations filled with new ideas and insights, this year's event is packed with inspiration and innovation. We can’t wait to see you there! Here’s a sneak peek of what you can expect:
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Only two weeks to go! GET READY to experience the 2024 Ignite Conference. With a line-up of powerhouse speakers, more peer group sessions than ever before, and transformative conversations filled with new ideas and insights, this year's event is packed with inspiration and innovation. We can’t wait to see you there! Here’s a sneak peek of what you can expect:
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We are excited about a new era of servicing financial advice businesses. https://lnkd.in/eGUKHS5e