Fortnum Private Wealth has appointed a former ClearView dealer group operations manager to head of operations.
With 15 years’ industry experience in project and manager roles, Jenny Psathas joins Fortnum’s leadership team from ClearView where she oversaw day-to-day operations of the group’s aligned dealer groups.
Ms Psathas will report to Fortnum managing director Neil Younger, who said he was excited to have her on board.
“Jenny brings with her extensive financial services and operations experience,” he said.
“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.”
Prior to ClearView, Ms Psathas held roles at ANZ, Commonwealth Bank, BW Financial Advice and Commonwealth Financial Planning.
A non-concessional contribution advice error has once again led to the Financial Services and Credit Panel making a ...
Labor’s stance on advice issues might be complicated, but if the current government fails to win a majority on the ...
Responding to an ASIC paper, the stockbrokers association has argued that the lack of advisers has impacted the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin