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Showing 1 - 10 of 47 results for "Personal Financial Services"

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... the first phase expected to be made available to the Entireti network, including Akumin, Fortnum, Personal Financial Services and Entireti Alliances, from the third quarter of 2026. Akumin chief executive Matt Lawler said the new technology helps makes ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... graduates and job seekers into the Entireti's network of member firms, including Akumin, Fortnum and Personal Financial Services (PFS). The collaboration also leverages Striver's technology platform which features a range of education and training resources ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal Financial Services, and Entireti Alliances. Salita functions to streamline solutions for the implementation of investment advice and deliver ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... 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 Akumin in March. AMP Financial Planning ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... 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 Association, the group's ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... recently served as head of research services at Entireti - formed through the merger of Australian Unity Personal Financial Services and Fortum Private Wealth - a role he has held for over seven years. Prior to Entireti, he also held research and advice ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... 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, Charter Financial Planning, Hillross ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... 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. From today, AMP group executive ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... corporate superannuation services business. Concurrently, Fortnum is set to purchase Australian Unity Personal Financial Services (PFS), the entity holding the advice AFSL. The private wealth company will continue to provide licensing and business support ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela Martin and Profile Financial managing director Phillip Win, sharing difficulties faced ...
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