Fortnum wins again!

Fortnum Private Wealth has been named Licensee of the Year by CoreData for three consecutive years including 2014, 2015 & 2016.

This achievement cements Fortnum’s position as an Australian premier partner for quality, client-centric advice businesses.

The prestigious CoreData Licensee of the Year Award recognises that Fortnum advisers have the highest level of satisfaction in terms of overall support, remuneration and brand.

Start a conversation with Fortnum today!

Start a conversation with Fortnum today.

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A quick look at Fortnum

Fortnum is 100 per cent owned by advisers,
management and staff

The average Fortnum practice has a turnover of
$1.35 million and is growing at a rate of
over 15 per cent per annum

An average of three advisers per practice

business, technology and office concept - two smiling businessman shaking hands in office

What we’re looking for

We want to partner with high quality,

performance driven practices

that are either;

  • Mature with a turnover of more than $1 million

  • Younger with a sharp focus on sustainable long-term growth

Can Fortnum help you?

Fortnum’s value proposition is built on our core qualities of innovation,
collaboration and adviser and staff ownership.

As a licensee, we’re committed to reinventing the advice process to deliver enhanced client
outcomes and a better client and adviser experience.

We use our scale and buying power to negotiate competitive rates and service
level agreements to benefit advisers and their clients.

By driving down the cost of products and services we’re helping advisers protect their advice margin in an
increasingly competitive and cost conscious environment.

This allows advisers to charge a fair and reasonable advice fee and be adequately
rewarded for the work they do.

Contact Fortnum

Head Office
Fortnum Private Wealth Ltd

ABN 54 139 889 535
AFSL 357306

Suite 2, Level 6, 111 Pacific Highway
North Sydney 2060 NSW

P.O. Box 1899
North Sydney 2059 NSW

Phone (02) 9904-2792
Fax (02) 9953-5668

For further information on financial planning advice or membership to Fortnum Private Wealth, please complete the contact form above or call us on (02) 9904-2792.