Insignia advisor lands at Fortnum

Fortnum Private Wealth has hired former Insignia Financial executive Samantha Sun to take up a practice management role as the group sharpens its focus on Victoria, South Australia and Tasmania.

Based in Melbourne, the new practice engagement and growth manager will provide business strategy and coaching support to Fortnum's existing member firms and recruit high-quality businesses, across those three states.

Before Insignia Financial - where Sun spent over a decade in several senior practice development roles - she worked for Financial Services Partners, Securitor, Financial Wisdom and AMP Financial Planning

Sun's appointment follows the recent launch of Fortnum's business optimisation service which aims to help advisers materially improve the quality, profitability and capital value of their businesses.

She will report to Fortnum's head of practice engagement and growth, Jason Gapps who said her skills and experience strengthened Fortnum's ability to serve and attract advice businesses in Southeastern Australia.

"Fortnum's footprint is largest in New South Wales and Queensland, but we want to increase our presence and capacity in all states," he said.

"Around the country, there are high-quality businesses that we want to partner with. Our BOS program is a unique part of Fortnum's service offer and Sam's appointment further strengthens our ability to continue supporting advice businesses."

"In my 24 years in this industry, I've held various roles in paraplanning, compliance, training and project management but the majority of my time has been practice management roles, and that's the space that excites me the most," said Sun.

"I am passionate about supporting financial advisers to build strong businesses and achieve their objectives.