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: fortnum.com.au

Employees: 20 - 49

HQ:

Location: Neutral Bay, NSW, AU

Revenue: 2.5 - 5 Million

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Fortnum Private Wealth is a leading financial services company located in Neutral Bay, Australia. With a strong focus on putting their clients first, Fortnum Private Wealth provides a supportive community of financial planning practices that strive to grow and develop together. As a licensed and serviced financial planning practice, Fortnum Private Wealth offers a unique approach that combines freedom within a proven framework, allowing financial planners to build their ideal financial planning business. The company's commitment to their clients is reflected in their central core value of "our clients must come first." This commitment is demonstrated through their provision of a competitive edge in technology, research, PI insurance, and access to market-leading solutions. Fortnum Private Wealth's dedication to their clients' success is evident in their reputation for providing a caring, energetic approach, adviser-aligned licensee ownership, and a highly collaborative community of financial planning practices. With a team of experienced professionals, including Jess Cameron, Neil Younger, and Ray Miles, Fortnum Private Wealth continues to uphold their values and provide exceptional service to their clients.

Fortnum helps financial planning businesses grow and succeed by providing them with the tools and support they need. We are known for our caring and energetic approach, and our commitment to putting our clients' needs first. We offer a proven framework that helps financial planners build their ideal business, while also providing freedom to make their own decisions. We are owned by advisers, which means we understand the needs of financial planners and can provide them with the resources they need to succeed. Our community of financial planning practices works together to share knowledge and best practices, and we provide access to leading technology, research, and solutions. At Fortnum, we are committed to upholding the highest standards of risk and governance, which helps our clients feel confident and secure. Our goal is to help financial planners build successful businesses that provide excellent service to their clients.