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fortnum australian financial services licensing done differently skip to content fortnum australian financial services about about us leadership entireti foundation testimonials services overview practice engagement growth advice investment research technology community development operations onboarding client educational fact sheets erai news news podcasts media contact contact join fortnum about about us leadership entireti foundation testimonials services overview practice engagement growth advice investment research technology community development operations onboarding client educational fact sheets erai news news podcasts media contact contact building better futures linkedin in facebook f twitter outstanding business and licensing services for great financial planning practices at fortnum we partner with leading client focused financial planning practices who want to be part of a progressive advice community powered by erai our advanced innovation and technology platform we combine the strength of a proven licensee model with the tools and technology to help practices operate smarter grow faster and deliver better client outcomes our caring energetic culture adviser aligned ownership and collaborative community sets us apart backed by strong risk and governance we give advisers the freedom to build a business their way while being supported by a framework designed for long term success the fortnum advantage enhanced collaboration we have a highly engaged community of like minded financial planning practices offering opportunities for financial planners to collaborate and shape our agenda energetic approach we are entrepreneurial partners who are committed to continually exploring innovative ways to support our financial planning practices their teams and their clients great financial advice we are at the forefront of advice delivery we invest heavily in our risk and governance framework research capability and technology to ensure outcomes for you and your clients sustainable advice practices we work hand in hand with practices and their teams to help them build profitable and sustainable businesses that ensure they can service their clients needs for the long term practice engagement advice investment research technology community development operations onboarding our four key licensing pillars financial planning practices we understand the needs of financial planning practices and through our business optimisation program we provide support for all stages of their business journey financial planning clients we provide personalised advice coaching for our advisers to ensure they can provide the best advice possible for their clients while using our scale to reduce costs for client advice delivery financial planning profession we are active advocates for our advice community as members of our leadership team are regularly called upon to contribute to industry and government panels and discussion groups financial planning community our fortnum foundation formalises the goodwill that already exists among our fortnum financial planners and provides an opportunity to come together for the greater good become a fortnum practice we are entrepreneurial partners who care about our advice community passionate and committed we explore innovative ways to assist our advisers we have a professional advice community where together we and our financial planners can share ideas for finding better solutions for all join fortnum today it is a big decision to move dealer groups and i am so pleased that my team and i decided on fortnum the fortnum team are real people who are there to help you whether it is face to face zoom or a phone call kath orman principal financial planner goals dreams financial planning pty ltd joining fortnum was a breath of fresh air they have a diverse and very capable team who are always willing to help and it genuinely feels like they want you to succeed they are forward thinking and forward looking and always quick to adapt and adjust to the changing environment and needs of an advice business scott dawkins principal director financial adviser griffin financial services fortnum provide a platform that allows for collaboration with like minded peers we highly recommend fortnum as a licensee if you are looking for a long term partnership that will support you on your journey lynne ross principal jigsaw private wealth more testimonials copyright 2026 fortnum private wealth ltd abn 54 139 889 535 afsl 357306 and fortnum advice abn 52 634 060 709 afsl 519190 collectively known as fortnum follow us linkedin in a member of entireti linkedin in 02 9904 2792 info fortnum com au privacy policy terms conditions complaints policy managed discretionary account tmd go to top