All Articles tagged with 'Matt Brown'

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Entireti partners with Striver to grow talent pool of future advisers

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

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26 Nov 2025

Entireti and AMP complete sale transaction and unveils leadership team

Business services and licensing group, Entireti has completed the acquisition of AMP Limited’s financial advice businesses, including AMP Financial Planning, Hillross and Charter Financial Planning – currently referred to as

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04 Dec 2024

A new era for business advice with launch of Entireti

Following Fortnum Private Wealth’s (Fortnum) recent acquisition of Australian Unity’s financial advice business, Professional Financial Services (PFS), the group has created a new parent company brand called Entireti. Entireti will

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23 Apr 2024

Austbrokers Life partners with Australian Unity Personal Financial Services

From Austbrokers Life and Australian Unity

Austbrokers Life has announced a partnership with Australian Unity Personal Financial Services (AUPFS) that will offer their clients access to a broader set of capabilities focused on enhancing financial wellbeing.

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21 Oct 2022

Understanding Baby Boomers’ complex life stages key to providing financial advice

From Australian Unity Advice

More so than any other generation, Baby Boomers’ current age bracket spans many different, and complex, life stages. For advisers, it pays to be attuned to the individual needs of

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07 Apr 2021

Advisers need an empathetic mindset to support the financial needs of Generation X

From Australian Unity

Generation X is the squeezed generation, and it’s not hard to figure out why. Facing unique challenges both day-to-day and financially, they’re experiencing pressure from all sides. Currently sitting between

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18 Feb 2021

Tailored and trusted advice key to supporting the millennial generation

From Australian Unity

Australia is on the precipice of a $3.5 trillion intergenerational wealth transfer. Industry research estimates it equates to some $320,000 per recipient. Yet, in the lead up to this significant transfer, we

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13 Nov 2020

NAB becomes first major bank to commit to the ASX mFund service

From National Australia Bank

National Australia Bank (NAB) and ASX have announced that nabtrade, NAB Asset Management and NAB Asset Servicing (NAS) will join the ASX mFund Settlement Service. NAB is the first major

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23 Oct 2015

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]