Fortnum’s Phil Little takes planner coaching role
Former Fortnum Private Wealth business growth manager, Phil Little has been recruited to specialist financial services coaching business, Slipstream Coaching.
Slipstream announced Little’s recruitment today, noting that he had come aboard at a time when the company was actively seeking to increase the financial planning side of its business.
Commenting on Little’s recruitment, Slipstream Coaching director, Scott Charlton said it supported the company’s ongoing commitment to assisting accounting and financial planning firms achieve their full potential.
Little has over 30 years of experience in financial services, including managing director roles at Henry Financial Group and Synergy Financial Service.
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
