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Fortnum launches new adviser support service

Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. ....

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Fortnum expands engagement, growth team

Fortnum Private Wealth welcomed Jason Gapps to the role of practice engagement and growth manager. ....

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Clime names Madison's national practice manager

Johns said: “Jason brings a unique perspective to Madison as he has been an adviser, but also supported advisers in building successful practices.
“His expansive knowledge will strengthen the Madison community and our team, and we are thrilled to welcome him aboard.”
Madison, which was acquired by Clime in June 2020,, provides licensing, compliance, technology and support to over 60 financial advisory firms licensed under its Australian Financial Services (AFS) licence.
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