Financial Advisers 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…

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…

Expect EXCEPTIONAL onboarding support from your licensee

Australian Financial Services, Financial AdvisersBy Jenny Psathas July 21, 2022

At Fortnum, we talk about agility and accessibility a lot. It’s because we truly believe this is what sets us apart from other Australian Financial Services licensees. We are very mindful that changing to and onboarding with a new licensee can be a daunting and disruptive time for financial planning practices, so when practices join…

Advice Framework – Beyond the mandate of compliance

Australian Financial Services, Financial Advisers, Financial PlanningBy Daniela Mascarello June 15, 2022

Our advice framework looks beyond the mandate of compliance and leverages it to find opportunities that help our practice community create better and more successful financial planning businesses.

Rigour defines Fortnum’s licensing process

Australian Financial Services, Financial Advisers, Financial PlanningBy Cassandra Mackay May 23, 2022

When Mark Chan of Avondale Wealth was seeking a new Australian Financial Services Licence, he wasn’t just looking for a licensee. He wanted to experience a licensing recruitment process with rigour that would convince him that only financial planners of the highest calibre would be admitted. What he didn’t count on was a surprising ‘bonus’…

Expect MORE technology support from your financial planning licensee

Australian Financial Services, Financial Advisers, Financial PlanningBy Cassandra Mackay May 3, 2022

The technology stack offered by your licensee should provide the support you need to deliver advice efficiently while providing a diverse and secure framework. If it’s not, there’s every chance your back office will be slowed by time-consuming and costly administration. We understand that technology is core to your financial planning business success. That’s why…

Too much choice killing efficiency in the advice spectrum

Australian Financial Services, Financial Advisers, Financial PlanningBy Neil Younger April 19, 2022

Choice is fundamental to quality, personal financial advice but too much of it often comes at the cost of scale and efficiency, Neil Younger writes.

Size matters in the war for advice talent

Financial Advisers, Financial PlanningBy Neil Younger September 15, 2021

Attracting smart, motivated young people is not easy. Whether you’re a person, company or profession, it requires a unique proposition. Basically, you need to be attractive. When it comes to professional services, it also helps to be big. In that context, recent figures from WealthData revealing that only 163 advisers or provisional advisers have entered…

A glimpse at tomorrow’s advice business

Financial Advisers, Financial PlanningBy Neil Younger August 15, 2021

Wayne Gretzky, the former professional Canadian ice hockey player often referred to as hockey’s GOAT (greatest of all time), famously attributed his success to his ability to “Skate to where the puck is going to be, not where it has been”. While Gretzky’s 1982 quote has become an overused corporate cliché, it is still relevant…

Category Archives: Financial Advisers