About Glen

  Glen James AFA, FChFP, MAICD, JP  Managing Director Australia's Millennial Money Expert

Glen James AFA, FChFP, MAICD, JP
Managing Director
Australia's Millennial Money Expert

I have a particular interest in business succession, personal finance and estate planning.
— Glen James

Australia's Millennial Money Expert

Glen recognises that everyone is different and makes no attempt to stereotype or guess what someone’s goals might be. He listens and questions until he completely understands what his clients are seeking to achieve. He will then present a unique tailored solution that is easy to understand and follow.

Glen shares his practical advice by teaching personal finance skills in community groups. He is often asked to speak at financial planning events all over Australia.

Glen has a particular interest in business succession, personal finance and estate planning, because he knows that financial security is important to everyone.

Glen is an active member of the Association of Financial Advisers (AFA), Australian Institure of Company Directors (AICD), and is a Justice of the Peace (JP).

When Glen is not advising clients at Fortify Financial, he enjoys riding his motorbike (Yamaha FZ1), dining out, live music and a bit of travel.

 Glen has contributed to these national publications.

Glen has contributed to these national publications.


About Ross

  Ross Dwyer CFP  Senior Financial Adviser

Ross Dwyer CFP
Senior Financial Adviser

I love to help people have the retirement they dream about!
— Ross Dwyer

Ross has a unique way of engaging with his clients. He is a passionate adviser and loves seeing his clients succeed. With many years of experience Ross is able to help his clients clearly articulate and prioritise their goals. He has a particular interest in pre-retirement and retirement advice; however, he is experienced and passionate regarding all areas of personal financial advice. Ross is a Certified Financial Planner (CFP) and is a member of the Financial Planning Association of Australia (FPA).

Ross and his lovely wife are kept on their toes with their two young children.


Fortify Support Team

  Carly Kennedy JP  Client Services Manager

Carly Kennedy JP
Client Services Manager

  Jason Smith  Advice Support

Jason Smith
Advice Support

  Mel Naveau  Client Support

Mel Naveau
Client Support