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!
Terms and Conditions
- Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed sed justo a erat blandit maximus. Mauris et odio eu nisl viverra pharetra vel quis ante. Sed finibus mauris nisl, vel semper diam rutrum id. Phasellus placerat augue ac fringilla lacinia. Cras feugiat feugiat nulla, eu dignissim ante faucibus in. Phasellus a quam nunc. Nulla ac vehicula ipsum. In molestie egestas magna vitae euismod. Donec aliquet pellentesque nulla, in blandit felis aliquet id. Nunc vel mauris eget est convallis aliquam. Aliquam arcu augue, tincidunt convallis metus non, blandit fringilla lacus.
- Sed varius et augue eu tristique. Duis pulvinar, lorem ac vestibulum accumsan, lorem augue elementum magna, vitae vehicula orci ante at augue. Nam placerat, nulla sit amet placerat lobortis, ante sem dapibus purus, quis efficitur ipsum ipsum eget leo. Cras elementum id neque eget euismod. Vestibulum tempus, eros vitae rutrum malesuada, metus dui viverra arcu, ac molestie nisl lacus ut tellus. Proin condimentum quam quis urna venenatis cursus. Donec sit amet felis in purus convallis imperdiet quis in mi. Sed gravida, purus nec porta dapibus, est elit egestas ante, sit amet dignissim eros mauris a tortor. Integer erat elit, porttitor et lobortis a, mollis eu turpis. Etiam porttitor augue nec erat luctus, eu varius orci malesuada. Phasellus blandit leo id pretium rutrum. Nunc ac vestibulum lacus. In viverra laoreet orci, vitae dictum turpis. Nunc metus neque, rhoncus eget rhoncus congue, cursus a turpis. Duis placerat turpis nunc, vitae elementum nibh pellentesque convallis. Maecenas pulvinar leo sed fringilla venenatis.
- Nulla tristique libero ut pellentesque mollis. Praesent condimentum viverra lacus, at consequat sapien ultricies quis. Suspendisse nec gravida nisl, et euismod arcu. Etiam eu condimentum risus, vel gravida lacus. In vitae est a nisl scelerisque molestie id a libero. Ut eget nisi at dolor maximus hendrerit. Nam non mattis ex, quis mattis velit.
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
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
Email info@fortnum.com.au
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.