Today, as a specialist financial adviser to healthcare professionals, Warren and the team work closely with clients to help them build and protect their wealth by designing and implementing strategies that dovetail with their personal and financial goals. This often involves working hand in hand with a client’s tax accountant and estate planning lawyer to achieve end to end financial solutions.
Due to his extensive background and experience, he is regularly asked to advise both domestic and international banks, fund managers, and insurers on product development initiatives that aim to address the unique needs of healthcare professionals.
Warren is a CERTIFIED FINANCIAL PLANNER® professional and is an active CFP® practitioner of the Financial Planning Association of Australia.
Warren is an Authorised Representative of RI Advice Group Pty Ltd and is a Principal of Fintuition Pty Limited, a member of Fortnum Financial Advisers. Authorised Representative Number 239486.
AFP, Dip FS (FP)
Principal & Senior Adviser
Phill has been providing financial advice to clients since 1989 and is licensed to do so by the Australian Securities & Investment Commission (ASIC).
Prior to moving to Australia in 2008, Phill held senior management and adviser positions in two of the UK's largest financial institutions. In 2003, he was one of the founding partners in one of the UK's largest privately owned Independent Financial Advisory firms.
Phill has extensive experience in financial planning, including meeting the needs of high net worth clients and medical professionals. His personal approach to looking at an individual's specific position allows him build strong rapport with his clients which assists in meeting their goals and objectives.
Due to his previous experience, as well as looking after a small number of clients, Phill is now fulfilling the role of General Manager for the firm, with the responsibility of the day to day running of the practice.
Phill holds a Diploma of Financial Services as well as a Financial Planning Certificate and Mortgage Advice Qualification in the UK.
Phill is an Authorised Representative of RI Advice Group Pty Ltd and is a Principal of Fintuition Pty Limited, a member of Fortnum Financial Advisers. Authorised Representative Number 325244.
Dip FP, BA Com
Steven has been providing financial advice to clients since 1988 and has been involved in the financial services industry since 1986. He joined Fortnum Financial Advisers in November 2010.
Steven holds a Diploma of Financial Planning and a Bachelor of Commerce degree.
Steven is a Principal of Fintuition Pty Limited, a member of Fortnum Financial Advisers.
CFP®, Dip FP, MPFP
David has been providing financial advice since 1993 and is licensed to do so by the Australian Securities & Investment Commission (ASIC).
Prior to commencing his role as Senior Adviser with Fintuition, David held management and advisory roles at two of Australia's largest financial institutions, where he was also involved in the supervision and training of financial advisers.
During his career he has provided advice to a range of clients including medical professionals, company directors, business owners, legal professionals, high net worth individuals and celebrities.
David is a highly sought after presenter on financial matters at conferences and seminars, where his presentations are always well received due to his ability to make complex financial strategies simple. In addition, he regularly writes articles for industry journals and magazines on current financial topics.
David’s expertise extends across a broad range of financial matters including tax effective investment strategies, risk management, superannuation and debt management.
David is a CERTIFIED FINANCIAL PLANNER® professional and holds a Masters of Personal Financial Planning, a Diploma of Financial Planning and is a CFP® practitioner of the Financial Planning Association of Australia.
David is an Authorised Representative of RI Advice Group Pty Ltd and is a member of Fortnum Financial Advisers. Authorised Representative Number 330557.
ADFS (FP), BA (Hons), B Com
Adviser & Senior Administrator
Abigail has been providing financial advice to clients since 2011 and is licensed to do so by the Australian Securities & Investment Commission (ASIC).
Abigail coordinates work-flow operations to ensure our client services team runs seamlessly.
Fintuition Pty Limited places a strong emphasis on high quality advice and compliance systems. Abigail is responsible for overseeing processes and procedures to ensure this enviable level is maintained. Evidence of this is the firm's history of exemplary external audit results.
In 2011 Abigail also took on the role of adviser, primarily assisting the senior advisers within the firm.
Currently on maternity leave, we hope to see Abi back late 2013.
Abigail holds a Bachelor of Commerce and an Advanced Diploma of Financial Services (Financial Planning).
Abigail is an Authorised Representative of RI Advice Group Pty Ltd and is a member of Fortnum Financial Advisers. Authorised Representative Number 400615.
Dip FS (FP), Grad Cert App Fin
James holds a Diploma of Financial Services, a Graduate Certificate of Applied Finance and is currently undertaking studies towards completing his Masters of Applied Finance.
James works closely with our advisers to devise strategies enabling clients to achieve their goals. He develops timely and well-constructed advice documents tailored to individual clients needs.
Senior Client Services Administrator
Slavka is currently completing a Diploma in Financial Services (Financial Planning).
Having joined the firm in 2005, Slavka has progressed through the ranks to her current position.
Slavka's primary responsibility is liaising with clients and financial service providers to ensure the delivery of exceptional customer service and communication, as well as working with the Advisory Team in preparing and extensively researching clients' existing financial structures and ensuring the smooth lodgement and implementation of new business applications for clients' protection and investment portfolios.
Client Services Administrator
Aliyah joined the firm in 2012.
Having worked with several large financial institutions since 2000, including one of the largest Global Funds Management Firms, Aliyah brings extensive operations and customer service experience to the team.
Aliyah will be working alongside Slavka dealing with clients and financial service providers, to ensure the delivery of clear communication and excellent customer service to our clients, as well as working with the Advisory Team.
© 2010 Fintuition Pty Limited and its advisers are Authorised Representatives of
Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers