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FORTNUM ADVICE PTY LTD
AFSL 519190 · ABN 52634060709 · SYDNEY, NSW · Licensed since 2020
Corporate GroupNational
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66
Advisers
18.1 yrs
Avg. adviser experience
6
States
2%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ MDA✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 59%SMSF Assoc. 17%CPA 3%CA ANZ 3%
% of current advisers holding each professional membership
States: ACT, NSW, QLD, TAS, VIC, WA
Corporate group: FORTNUM PRIVATE WEALTH LTD [Date Ceased: 11/12/2024]
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