Fortnum appoints national sales manager
Dealer group Fortnum Financial Group has appointed MLC’s Joel Taylor to its newly-created role of national sales manager.
Taylor was previously business growth manager at MLC for New South Wales, where he recruited practices into MLC’s network of aligned licensees.
He also implemented marketing plans, advice, service offerings, and client value propositions.
At Fortnum his role will include building relationships with new and existing member firms, and marketing and distributing the firm’s unified managed account (UMA), e-Clipse, to the independent financial adviser market.
He will report to executive chairman Ray Miles and chief executive of portfolio management and administration business, e-Clipse Online, Brett Westbrook.
“Joel has extensive experience recruiting, and consulting to, small-to-medium-sized enterprises, and he has an in-depth understanding of the challenges and opportunities that face financial advisory business today,” Westbrook said.
Taylor has previously worked at AMP as a marketing coordinator and Beacon Investment Management as a business development manager.
AUTHOR
Mike Taylor
Recommended for you
ASIC was active in the first quarter of 2025 with several financial adviser bannings and court action, while the FSCP also handed down outcomes to advisers.
With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Australian financial advice.
The big four bank is set to see $40 million per annum in cost savings as it continues to migrate customers from its Asgard wealth platform to BT Panorama by FY26.
AMP North has added three new managers to its range of managed accounts for financial advisers and also extended its existing partnership with Betashares.
