Fortuity acquires Just Advice, cites expansion plans
Fortnum Private Wealth practice, Fortuity Strategic Advisers, is appointing a new financial planner following its acquisition of Just Advice Financial Services.
Financial planner, Samuel Fenning, would join his brother, Matthew Fenning, as a director of the practice with specialist skills working with business and medical professionals.
Commenting on the appointment of his brother, Matthew Fenning said the integrated businesses were in a strong position.
“We are grateful to the team at Fortnum who have given us the support and flexibility to execute on our growth strategies,” he said.
“I’m excited to have another talented adviser like Samuel on board to continue that legacy.”
Fortnum managing director, Joel Taylor said the appointment of Samuel Fenning was part of the firm’s agenda to attract young talent under the median age of financial advisers in Sydney.
While over 43 per cent of financial advisers were over the age of 50, Taylor said the average age within the Fortnum business was 41.
AUTHOR
Hope William-Smith
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