Dealer Groups – Latest News


One dealer group has expanded its practice management team while another has appointed a new firm to join its national advice community.

Fortnum Key Appointments

Australian Financial Services Licensee, Fortnum Private Wealth, has expanded its practice management team with two additional hires.

Former AMP Partnership Manager, Simon Wright, and former Practice Manager at Steel City Financial Planning, Jaimie Ramsey, have been appointed as Practice Engagement and Growth Managers, with responsibility for driving the efficiency, profitability and value of FPW member firms.

Fortnum says that Wright and Ramsey, who are based in Brisbane and Sydney respectively, will report to Robert Skinner, Head of Practice Engagement and Growth.

Financial Momentum joins Count Financial

Count Financial has announced the appointment of Financial Momentum as the latest firm to join its national advice community.

Victoria-based Financial Momentum was previously licensed with Total Financial Solutions, a licensee that was also owned by CountPlus. Since then, it was part of the Nextplan network before making the decision to move to Count Financial.

Count Financial says it has appointed 23 new firms since the start of 2021, as the CountPlus-owned licensee continues to target high-quality advice business as part of its growth strategy.