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…
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…
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…
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…
Consumers need and deserve good advice but extreme consumer protections have stopped them from getting it, Fortnum’s Neil Younger writes.
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.
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.
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,…
There will always be a need for licensees, as long as financial advisers need an Australian Financial Services Licence (AFSL) authorisation to operate.
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…