Neil Younger

Entireti Foundation, the charity backed by Australia’s leading licensing and business services provider Entireti, donated $51,000 last year to help society’s most vulnerable people, boosting total giving since inception to over $900,000.

Charities supported by Entireti Foundation in 2025 included Love Mercy, Finnan’s Gift, Global Development Group, Moira Kelly Creating Hope Foundation, Zephyr Education and Beat the Burn.

This year, the foundation aims to double its giving by raising $100,000 across the Entireti advice communities and employees.

At the Entireti Foundation Annual General Meeting in December, committee members agreed to broaden the charity’s scope, which has historically focused on supporting vulnerable women and children, to also include charities that support the homeless and those suffering from mental illness.

Simone Munro, Entireti Executive General Manager People and Brand, and Entireti Foundation Director, said the decision to expand the foundation’s reach enabled it to potentially support additional causes championed by some of Entireti’s newest member firms.

Entireti has grown significantly in the past three years through both organic activity and M&A. The group acquired Australian Unity Personal Financial Services in 2023 and the AMP Advice businesses in 2024.

“Donations received by the foundation go directly to projects that provide safety, education and opportunity for society’s most needy and vulnerable, especially women and children facing poverty, homelessness and violence,” Munro said.

“We are proud to support our remarkable charities and so incredibly grateful for the generosity of our employees, advisers and business partners.”

Rebecca Lloyd, Chief Executive Officer of Love Mercy Australia, said Entireti’s support over many years had contributed significantly to over 32,000 women in northern Uganda being reached through the group’s Cents for Seeds program, financial literacy training and emergency healthcare and medical services.

“Entireti has been part of creating transformational change for thousands of lives in Uganda, change that will continue for generations to come,” she said.

Neil Younger, Chief Executive Officer of Entireti said the foundation was aiming to double its giving to $100,000 in 2026, which would see it achieve $1 million in donations since inception in 2011.

“We often talk about our strategic plans to deliver more services and help advisers efficiently deliver quality advice and grow their business, but we’re also passionate about philanthropy and giving back,” he said.

“We want to increase awareness of the Foundation at our conferences, PD days and events to give more people an opportunity to collectively contribute and make a difference to these great causes.”

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Neil Younger

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 NewCo – and unveiled the group’s expanded senior leadership team.

Entireti, which houses Fortnum Private Wealth, Personal Financial Services and NewCo, now has circa 1,300 financial advisers, 400 businesses and around 180 employees.

According to Neil Younger, Entireti Chief Executive Officer, the group’s large, experienced team and commitment to hitting completion targets ensured a smooth transition and minimal disruption to day-to-day operations for businesses coming across while also maintaining high standards of service and support for existing businesses.

“Across the business, there is a sense of excitement and a strong alignment of vision and purpose,” he said.

“We’re excited about extending our position as the best service provider to advice businesses in the market, and we have the right team, operating model and strategy to achieve that.”

“Our size enables us to deepen our services and solutions for advisers and their clients. At the same time, as a house of brands, we can provide personalised service and support, and preserve and foster the characteristics that make each underlying proposition unique.”

Under the group’s new structure, the executive leadership team consists of:

• Neil Younger, Group CEO and Managing Director
• Glen Castensen, Group Chief Operating and Financial Officer
• Daniela Mascarello, Executive General Manager, Group Risk
• Matt Lawler, CEO NewCo (AMPFP, Hillross, Charter & Jigsaw)
• Matt Brown, CEO, Fortnum & PFS
• Cassandra Salmon, Executive General Manager, Group Technology
• Simone Munro, Executive General Manager, Group People and Brand
• Nick Hilton, Executive General Manager, Advice Delivery
• John Carnevale, Executive General Manager, Investment Services.

Younger said the group had plans about how to grow together, leveraging its national footprint.

“Our focus is not about being the largest, it’s about increasing our relevance for advisers and their clients both now and into the future,” he said.

“Our model supports multiple advisory brands and propositions under the one roof, underpinned by high quality, centralised shared services. We are an all-encompassing business partner to the advice community and our intent is to continue evolving our offerings to help advice businesses expand their capacity and capability so they can help more people and, in doing so, grow their business.”

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