Clearview’s Psathas joins Fortnum
Dealer group Fortnum Private Wealth has recruited former Clearview dealer group operations manager, Jenny Psathas as its new Head of Operations.
Fortnum announced the Psathas appointment today with the company’s chairman, Neil Younger saying her extensive financial services and operations experience would serve to strengthen the Fortnum team.
Psathas has over 15 years’ industry experience including project and change management and will report directly to Younger.
“As a licensee we are continuously looking for ways to be more efficient and improve the services we deliver to advisers, and Jenny is ideally placed to help drive the growth and success of Fortnum,” Younger said
Recommended for you
Australia’s largest licensee has seen the biggest number of adviser losses over the past week, while the expected wave of new entrants has boosted overall adviser numbers.
Iress has increased its forecast adjusted EBITDA by $5 million for the 2023/24 financial year in light of the sale of its platform business to Praemium and hinted at a return to dividend payments.
With just 30 per cent of Australians knowing their superannuation balance to the nearest $1,000, Findex has emphasised the role of financial advice in addressing the critical super knowledge gap.
New Insignia Financial CEO Scott Hartley has detailed the impact of the Godfrey Pembroke exit and the progress in resetting its financial advice model on its latest quarterly results.