Fortnum Private Wealth has appointed a former BT Financial Group manager to the newly created position of head of advice.
Kerry Thomas is the former national manager, practice advice at BT Financial Group, and will be tasked with enhancing the delivery of Fortnum’s professional advice program to the group’s national network of advisers.
Thomas has over 15 years of financial services experience and will report to Fortnum Private Wealth managing director Joel Taylor.
Strengthened Proposition
The appointment of Thomas coincides with the appointment of Cassandra Mackay as practice technology manager, joining Fortnum earlier this year from Bendigo and Adelaide Bank where she was previously digital advice manager.
Fortnum Financial Group chief executive and managing director Neil Younger said the appointments of Thomas and Mackay formed part of a restructure designed to strengthen the licensee’s proposition to advisers.
