Clearview’s Psathas joins Fortnum
Dealer group Fortnum Private Wealth has recruited former Clearview dealer group operations manager, Jenny Psathas as its new Head of Operations.
Fortnum announced the Psathas appointment today with the company’s chairman, Neil Younger saying her extensive financial services and operations experience would serve to strengthen the Fortnum team.
Psathas has over 15 years’ industry experience including project and change management and will report directly to Younger.
“As a licensee we are continuously looking for ways to be more efficient and improve the services we deliver to advisers, and Jenny is ideally placed to help drive the growth and success of Fortnum,” Younger said
Recommended for you
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand.
The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants overwhelmingly choosing to join privately owned firms.
As more advisers review their fee structures, Business Health has shared six steps to calculating the price to deliver financial advice services in a profitable yet suitable way.
ASIC’s Sarah Court has confirmed the regulator is carrying out systematic work on providers of unlicensed advice but admits it is a case of “whack-a-mole” when it comes to disciplining them.
