All Articles tagged with 'Neil Younger'

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Entireti unveils new Akumin advice brand

Business services partner, Entireti, will rebrand its NewCo subsidiary to Akumin, reflecting the group’s mission to build a fresh identity and forge a new path as one of Australia’s leading

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06 Mar 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

AZ NGA, Entireti and AMP announce strategic partnership

From AZ Next Generation Advisory

Professional services group, AZ NGA, and advice business services group, Entireti (formerly Fortnum Private Wealth), have entered a strategic partnership with AMP Limited (AMP) that will transform the advice industry

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09 Aug 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

Fortnum launches business optimsation service to aligned and external advisers

From Fortnum Private Wealth

Australian Financial Services Licensee, 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

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23 Nov 2022

Gapps appears at Fortnum as Practice Engagement and Growth Manager

From Fortnum Private Wealth

Australian Financial Services Licensee, Fortnum Private Wealth (Fortnum) has appointed experienced practice management leader and former financial adviser Jason Gapps to the position of Practice Engagement and Growth Manager. Gapps

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20 Oct 2022

Fortnum out-shines self-licensing and peers to reach Zenith

From Fortnum Financial Group Fortnum Private Wealth

Tasmanian financial advisory firm, Zenith Wealth, has joined Fortnum Private Wealth, after an extensive review of Australian Financial Services Licensing options including self-licensing. According to Grant Howe, Zenith Wealth Managing

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27 Jul 2022

Fortnum Executive Chair Ray Miles to retire

From Fortnum Financial Group

Australian Financial Services Licensee, Fortnum Private Wealth has announced that the group’s Founder and Executive Chairman, Ray Miles, will step down from executive duties at the end of the year,

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11 Nov 2021

Fortnum gears up for growth with new appointments

From Fortnum Financial Group

Fortnum Private Wealth, has recruited former National Manager, Practice Advice at BT Financial Group, Kerry Thomas to the newly created position of Head of Advice, as the licensee continues to

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26 Apr 2017

Game-changing fin-tech Investfit uses predictive analytics to power financial advice and turbocharge retirement savings

A new online application for financial planners and advisors has been launched into the Australian market, which can provide clients with a material uplift in retirement savings – potentially in

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24 Mar 2017

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]