Australian Financial Services Archives

Media Release: Entireti foundation targeting $1 million milestone in charitable giving in 2026

Australian Financial Services, Financial AdvisersBy Cassandra Mackay January 22, 2026

Entireti Foundation, the charity backed by Australia’s leading licensing and business services provider Entireti, donated $51,000 last year to help society’s most vulnerable people, boosting total giving since inception to over $900,000. Charities supported by Entireti Foundation in 2025 included Love Mercy, Finnan’s Gift, Global Development Group, Moira Kelly Creating Hope Foundation, Zephyr Education and…

Media Release: Entireti partners with Striver to grow talent pool of future advisers

Australian Financial Services, Financial AdvisersBy Cassandra Mackay November 25, 2025

Tuesday, November 25, 2025: Business services partner, Entireti, has partnered with specialist wealth management career and talent development platform, Striver, to launch a program that will place high quality graduates and job seekers in the group’s member firms, reinforcing its commitment to raising up the next generation of financial advisers. The partnership will see Entireti’s…

Media Release: Next generation talent from RMIT, Deakin and TAFE NSW shine in Entireti University Challenge

Australian Financial Services, Financial AdvisersBy Cassandra Mackay November 6, 2025

6 November, 2025: Over 160 financial planning students from tertiary education institutions around Australia have participated in the 15th Entireti University Challenge, with RMIT University student, Adele Wraith, winning the prestigious competition and teams from Deakin University placing second and third. Established in 2010 by AMP, the competition aims to recognise the next generation of…

Media Release: Entireti unveils managed account and portfolio management service

Australian Financial Services, Financial AdvisersBy Dom Youdan October 1, 2025

October 1, 2025: Advice services partner, Entireti, has launched Salita Portfolio Services, a managed account and portfolio management service designed to support all licensed and self-licensed practices within the network: Akumin, Fortnum, Personal Financial Services and Entireti Alliances. Salita represents the coming together and evolution of Entireti’s investment capabilities, offering solutions to streamline the implementation…

Fortnum’s culture aligns with holistic advice approach

Australian Financial Services, Financial Advisers, Financial PlanningBy Cassandra Mackay December 5, 2022

When Kath Orman of Goals and Dreams Financial Planning joined Fortnum Private Wealth in August 2021, her goal had been to find an AFS licensee offering genuine cultural alignment and a sense of community. Today, Kath is pleased to report that she feels more at home than ever. Here, we share Kath’s perspective on the…

Overly strong consumer protections have not served Australians

Australian Financial ServicesBy Neil Younger November 24, 2022

Consumers need and deserve good advice but extreme consumer protections have stopped them from getting it, Fortnum’s Neil Younger writes.

Fortnum launches Business Optimisation Service to aligned and external advisers

Australian Financial ServicesBy Cassandra Mackay November 24, 2022

Fortnum Private Wealth (Fortnum) has launched a Business Optimisation Service (BOS) to help advisers materially improve the quality, profitability and capital value of their businesses. The proprietary program is available to both Fortnum’s aligned practices and external businesses, signalling the group’s ongoing evolution from licensee to strategic business partner.

Expect genuine CULTURAL alignment from Fortnum

Australian Financial Services, Financial PlanningBy Simone Munro November 7, 2022

For us, a positive licensing experience with genuine cultural alignment is closely linked to our desire to create a strong community, and strong communities help one another.

Jason Gapps joins Fortnum

Australian Financial ServicesBy Cassandra Mackay October 27, 2022

Australian Financial Services Licensee, Fortnum Private Wealth (Fortnum) has appointed experienced practice management leader and former financial adviser Jason Gapps to the position of Practice Engagement and Growth Manager. Gapps joins Fortnum from Madison Financial Group where he was National Practice Manager. Prior to Madison, Gapps was a Senior Financial Adviser at Sydney-based advisory firm,…

The business model displacing traditional licensees

Australian Financial ServicesBy Neil Younger September 26, 2022

There will always be a need for licensees, as long as financial advisers need an Australian Financial Services Licence (AFSL) authorisation to operate.

Category Archives: Australian Financial Services