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Showing 1 - 10 of 31 results for "Fortnum Private Wealth"

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... Entireti Alliances. He reports to Akumin chief executive Matt Lawler. The Entireti group includes Akumin, Fortnum Private Wealth and Personal Financial Services. AMP Financial Planning, Hillross and Charter Financial Planning officially rebranded to ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... acumen of the experienced people across our network." It will sit alongside Entireti's other businesses, Fortnum Private Wealth and Personal Financial Services. It follows the appointment of an external creative agency and consultation with The Advisers ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... 16 years with AMP in various partnership manager roles across its licensee network. Entireti is home to Fortnum Private Wealth and Personal Financial Services, as well as the recently transitioned AMP licensees. These include AMP Financial Planning ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... rebrand in the first quarter of 2025. Overall, 103 employees from AMP joined the fold. Entireti also houses Fortnum Private Wealth and Personal Financial Services (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 employees. ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... individual practices. It comes as the advice business reports a net loss of $15 million. Entireti, formerly Fortnum Private Wealth, and AZ NGA will pay $10.2 million to acquire Charter Financial Planning, Hillross, AMP Financial Planning and support ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... Unity's Financial Advice business by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian Unity deal is just the latest in a series of transactions enabled by AZ NGA. "We have so much ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation services business. ...
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