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Values

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Private Ownership

We take un-biased approach to the solutions we provide our clients by being privately owned and self licensed.

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Transparency

We believe that transparency, authenticity, accountability and alignment of interests, leads to earned trust, so that’s how we do things every day.

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Expertise

We are professionals with broad expertise across all areas of finance and wealth management.

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Personal Improvement

Together with clients, we foster an environment that strives for personal improvement and growth.

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Network

We strongly believe in providing access to a network of like-minded people that serve to inspire, educate and improve your financial position.

The Fortitude Team

As Managing Director and Founder, Luke is primarily responsible for Fortitude’s investment philosophy, together with taking a lead role in client relationships. A naturally easy going style complements Luke’s laser-like focus on financial performance and his abundant enthusiasm for sharing investment principles.

Luke Rathborne

CA, CFP, B.Com, F Fin, SSA™, GAICD
Managing Director, Fortitude Private Wealth
Email: luke@fortitudepw.com.au

Head of Client Services (Dip Financial Markets)

Kylie Jewell

Practice Manager
Email: kylie@fortitudepw.com.au

 

BEc-undergrad UTS

Anna Le

Client Services
Email: anna@fortitudepw.com.au

Being the son of investment legend Peter Thornhill, it is no surprise that Oliver (Olly) has a natural affinity for prudent investment philosophy. He has a passion for educating his clients to make sound investment decisions and is highly motivated to ensure that this learning extends to younger generations. Olly’s clients appreciate his ability to listen and the consideration he shows to any particular requirements.

Oliver Thornhill

Wealth Advisor
Email: oliver@fortitudepw.com.au

Due in no small part to having previously been responsible for Fortitude’s support operations, Huw has a remarkable command of the detail behind the Company’s investment recommendations and a happy knack of clearly communicating complex matters in an easy to digest manner. Huw shares Luke’s enthusiasm for assisting clients to meet their investment objectives.

Huw Smith

Wealth Advisor
B.Econ, B. AppFin
Email: huw@fortitudepw.com.au

BAppComm-undergrad, TAFENSW

Bradley Wootton

Client Services
B. AppCom
Email: bradley@fortitudepw.com.au