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
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final decision from CC Capital.
Private market secondaries manager Coller Capital has unveiled a new education platform to improve advisers’ and investors’ understanding of secondaries.
