Powered by MOMENTUM MEDIA

Fortnum makes leadership team change

By Aleks Vickovich
 — 1 minute read

Joel Taylor, managing director of Fortnum Private Wealth, will step down to take on a business development role within the financial advice group.

Yesterday, InvestorDaily sister title ifa reported that Mr Taylor will be standing down and handing over the reins to Neil Younger, the current managing director of the broader Fortnum Financial Group.

A spokesperson for Fortnum said the change was a personal choice by Mr Taylor, wishing to focus more on recruitment and support of the group’s financial adviser network.

Advertisement
Advertisement

“Joel has been instrumental in Fortnum Private Wealth's [FPW's] growth and success over the past two years,” the spokesperson said.

“He has built and led a highly professional team at FPW and continues to be a valuable member of the team. It is business as usual at FPW.”

Mr Taylor joined Fortnum from NAB/MLC in 2014 and was promoted to managing director of the financial advice business in 2015 when Fortnum founder and executive chairman Ray Miles stepped back from the day-to-day management.

He has overseen the acquisition and integration of Financial Planning Services Australia (FPSA), formerly owned by Netwealth, as well as the licensee’s push into limited licensing for accountants.

In April, Fortnum recruited BT Financial Group’s Kerry Thomas to take on the newly-created role of head of advice.


The must-attend event for financial advisers is back in 2022: the ESG Summit, coming to Sydney and Melbourne in February. Walk away with vital knowledge on a number of key ESG areas to help you make informed ESG strategy decisions and to better communicate and integrate the growing ESG space to clients. Visit the website to secure your place.

 

Fortnum makes leadership team change
investordaily image
ID logo

 

related articles

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.