Fortnum Private Wealth (FPW) has reached agreement with the Australian Securities and Investments Commission (ASIC), to resolve legal proceedings in relation to a historic cyber governance matter, which occurred between April 2021 and May 2023. Fortnum self-reported the matter to ASIC and cooperated with them to resolve the matter, avoiding a lengthy trial and has…
Licensing and business services group Entireti is partnering with global financial technology company Communify, a leading provider of financial AI, digital and data solutions for the financial industry, to build an Australian-first digital ecosystem platform for advice businesses and their clients. Entireti’s ERAi platform will leverage AI and automation to gather, analyse and organise data from…
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…
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.