Fortnum Private Wealth

Finance · Australia · 11-50 Employees

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Overview

Headquarters

88 Phillip St L 10, Sydney, New South Wa...

Phone Number

+61 299042792

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Fortnum Private Wealth

Fortnum is an Australian financial services company that provides innovative licensing and business support for financial planning practices. They focus on building a collaborative community of advisers, offering personalized coaching and resources to enhance client service and business sustainability. With a strong emphasis on risk management and governance, Fortnum aims to empower financial planners to achieve their ideal business outcomes. Their services cater to both financial planning practices and clients, fostering a culture of engagement and continuous improvement within the financial planning profession.Explore more
Fortnum Private Wealth's Social MediaPopular SearchesFortnum Private Wealth LtdFortnum Private WealthFortnum Financial AdvisersFPW LtdFortnum Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Fortnum Private Wealth Org Chart

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GC
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Chief Operating Officer

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JP
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Head of Operations

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JG
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General Manager, Practice Development

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortnum Private Wealth

$6M
11-50
Private
-
2010
GC
Glen CastensenChief Operating Officer
$5.1M
11-50
Private
-
-
AW
Antony WilliamsFinancial Planner
<$5M
11-50
Private
-
-
SR
Saachi RajpalAdministrative Assistant
<$5M
11-50
Private
-
2010
JD
Jenny DunnGroup Financial Controller
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
-
Kaushik Karani, Senior Vice President at NeoWealth Management
Kaushik KaraniSenior Vice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fortnum Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fortnum Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fortnum Private Wealth.

Fortnum Private Wealth Tech Stack

A closer look at the technologies used by Fortnum Private Wealth

Fortnum Private Wealth News & Media

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Frequently Asked Questions Regarding Fortnum Private Wealth

What is Fortnum Private Wealth's official website?
Fortnum Private Wealth's official website is www.fortnum.com.au
What is Fortnum Private Wealth's Revenue?
Fortnum Private Wealth's revenue is $6 Million
What is Fortnum Private Wealth's SIC code?
Fortnum Private Wealth's SIC: 62,628
What is Fortnum Private Wealth's NAICS code?
Fortnum Private Wealth's NAICS: 52,523
How many employees does Fortnum Private Wealth have?
Fortnum Private Wealth has 11-50 employees
What industry does Fortnum Private Wealth belong to?
Fortnum Private Wealth is in the industry of: Finance, Securities Trading
What is Fortnum Private Wealth competition?
Fortnum Private Wealth top competitors include: Profectus Financial Partners, Majella Wealth Advisers, NeoWealth Management, deVere Australia Group
What technology does Fortnum Private Wealth use?
Some of the popular technologies that Fortnum Private Wealth uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Fortnum Private Wealth?
Fortnum Private Wealth contact info: Phone number: +61 299042792 Website: www.fortnum.com.au
What does Fortnum Private Wealth do?

Fortnum is an Australian financial services company that provides innovative licensing and business support for financial planning practices. They focus on building a collaborative community of advisers, offering personalized coaching and resources to enhance client service and business sustainability. With a strong emphasis on risk management and... governance, Fortnum aims to empower financial planners to achieve their ideal business outcomes. Their services cater to both financial planning practices and clients, fostering a culture of engagement and continuous improvement within the financial planning profession.Read More

What are Fortnum Private Wealth social media links?
Fortnum Private Wealth Linkedin page Fortnum Private Wealth Twitter page Fortnum Private Wealth Facebook page
Is Fortnum Private Wealth a public company?
Fortnum Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Fortnum Private Wealth

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