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

Fortnum

Ray Miles

This department provides guidance and training for compliance-related best practices.

Compliance Coaching

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department focuses on providing comprehensive paraplanning support and technical services to enhance financial planning efforts.

Fortnum

Org chart

Teams

Compliance Coaching

Executive Leadership

Paraplanning Services

Offices

Fortnum

Org chart

Teams

Compliance Coaching

Executive Leadership

Paraplanning Services

Offices

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