Recently, I was appointed Chair of the Fortnum Private Wealth Ltd Investment & Insurance Committee.
The Fortnum Group was founded in March 2010. It is a multifaceted financial services business providing licensee services to financial advisers across Australia and leading advice tools including portfolio management through Innova Asset Management.
Media coverage of this news is available at the following websites:
Overall, this will role will provide the opportunity to help drive the growth of a dynamic business in areas of market innovation such as managed discretionary accounts.
Note that Douglas Funds Consulting will still be able to undertake other client projects where there is no significant conflict of interest with the Fortnum role so please make contact if you are seeking independent quality investment advice.