Australian Financial Services Archives

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.

Expect LEADING investment and research support

Australian Financial ServicesBy Glen Castensen September 13, 2022

Fortnum’s investment and research support is driven by our fundamental desire to help financial planners build more successful businesses while achieving better outcomes for their clients. As Chief Operating Officer, I’m tasked with heading up investment and research as well as managing our MDA service. We work closely with our financial planning practices in the…

A culture of collaboration

Australian Financial Services, Financial Advisers, Financial PlanningBy Cassandra Mackay August 22, 2022

When Chris Fallico established Acadia Wealth Advice in 2016, he was determined to find an Australian Financial Services Licensee that offered a different approach to licensing. In joining Fortnum, Chris and his fellow Principal Advisers Jason Ingold and Adam Pearsall discovered a collaborative and collegiate community that has delivered a range of surprising benefits for…

How mature is your business?

Australian Financial ServicesBy Cassandra Mackay August 3, 2022

Maturity is often associated with age yet some of the oldest financial planning businesses are also the most immature. Fortnum’s Neil Younger outlines the components of business maturity and why they’re increasingly important. Financial services businesses have operated under a stable and prosperous backdrop for decades. Australia has enjoyed three decades of economic growth since…

Category Archives: Australian Financial Services