Fortnum
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
7-day free trial · no credit card
Verified contacts
19
available on Kipplo
LinkedIn employees
32
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
0
tools in use
Monthly traffic
22
organic / mo
Sign up free to see all 19 verified contacts at Fortnum
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- BY
Blair Yi
Advice Delivery & Documentation Officer · Customer/Client Service
EmailPhone - JP
Jenny Psathas
Head of Operations · Operations
EmailPhone - YC
Yvonne Chu
Head of Technical and Paraplanning · Other
EmailPhone - RG
Ryan Guo
Manager - Advice Coach · General Business & Management
EmailPhone - SM
Shameran Mirza
Engagement Manager · Sales & Business Development
EmailPhone - VT
Violet Tan
Compliance Advice Coach Manager · Legal
EmailPhone - AK
Anthony Kane B. Econ
Authorised Representative · Finance & Accounting
EmailPhone - CY
Calvin Yap
Investment Research Analyst · Finance & Accounting
EmailPhone - GT
Georgia Tsitouras
Transitions and Administration Officer · Other
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Fortnum
19 distinct titles indexed · top 10 shown.
- 1administration
- 1advice delivery & documentation officer
- 1authorised representative
- 1compliance advice coach manager
- 1cyber stalker
- 1engagement manager
- 1executive assistant
- 1executive assistant to chairman & ceo
- 1executive chairman
- 1financial adviser (and equity holder in fortnum private wealth (licensee))
- +9more titles
Sign up to unlock all 19 contacts at Fortnum
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Fortnum
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.