Fortnum appoints national sales manager

Fortnum Financial Group has appointed Joel Taylor to the newly-created role of national sales manager.

Taylor joins Fortnum from NAB Wealth & MLC where he was business growth manager for New South Wales. In that role, he was responsible for recruiting established practices into MLC’s network of aligned licensees.

Taylor also helped businesses to develop and implement strategic marketing plans, advice and service offerings, client value propositions and market segmentation strategies.

At Fortnum, Taylor will report to executive chairman Ray Miles and chief executive of Fortnum’s portfolio management and administration business e-Clipse Online, Brett Westbrook.

He will have dual responsibility for building relationships with new and existing member firms, and marketing and distributing the e-Clipse unified managed account (UMA) to the Independent Financial Adviser market.

The e-Clipse UMA is a professional managed investment service that can accommodate a wide range of investments including managed investments, shares, term deposits and cash within a single account. The UMA is a proprietary system which provides consolidated reporting of holdings, transactions and taxation.

“Joel has extensive experience recruiting, and consulting to, small-to-medium-sized enterprises, and he has an indepth understanding of the challenges and opportunities that face financial advisory business today,” Westbrook said.

“He was the ideal candidate to help drive the growth of e-Clipse Online as well as recruit new like-minded practices.”

Prior to joining Fortnum Group, Taylor also held various roles at AMP and Beacon Investment Management.

“In a crowded market, Fortnum stands out as an advisory business which is committed to helping advisers deliver objective, quality advice that is in clients’ best interests,” Taylor said.

“Growth continues to be a key focus, and we’re looking for profitable, fee-for-service businesses that want to grow in a supportive and collegiate environment.”