Fortnum appoints national sales manager
Dealer group Fortnum Financial Group has appointed MLC’s Joel Taylor to its newly-created role of national sales manager.
Taylor was previously business growth manager at MLC for New South Wales, where he recruited practices into MLC’s network of aligned licensees.
He also implemented marketing plans, advice, service offerings, and client value propositions.
At Fortnum his role will include building relationships with new and existing member firms, and marketing and distributing the firm’s unified managed account (UMA), e-Clipse, to the independent financial adviser market.
He will report to executive chairman Ray Miles and chief executive of portfolio management and administration business, e-Clipse Online, Brett Westbrook.
“Joel has extensive experience recruiting, and consulting to, small-to-medium-sized enterprises, and he has an in-depth understanding of the challenges and opportunities that face financial advisory business today,” Westbrook said.
Taylor has previously worked at AMP as a marketing coordinator and Beacon Investment Management as a business development manager.
Recommended for you
With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the firm’s new direction and future expansion.
The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?
There may be a huge influx of alternatives coming to the market, but timing and access difficulties mean advisers can easily end up disappointed with their selection, according to Morningstar global CIO Dan Kemp.
An NSW individual has pleaded guilty to one criminal charge of providing unlicensed financial services after promoting crypto investments at national seminars.