Partnerships that realise potential

Neil is an established industry leader and experienced Senior Financial Services Executive, specialising in wealth management, licensee management and advice and distribution.

Neil excels in strategy development and execution, sales leadership, organizational restructuring, mergers and acquisitions, and leading large teams of over 1500 employees.

Prior to joining the Group in 2017, Neil served as Managing Director of Advice and Distribution at ANZ Wealth. In this role he oversaw ANZ’s financial advice and risk businesses, which encompass ANZ Financial Planning and its aligned licensees: Millennium3, RetireInvest, FSP, and Elders Financial Planning,. Together these entities comprised a network of more than over 1500 financial planners.

Neil also has extensive executive level experience gained from roles such as General Manager at Commonwealth Bank Financial Planning, Head of Licensee Services at BT Financial Group and CEO of Securitor.

He is a graduate of the Australian Institute of Company Directors and brings extensive board and responsible management experience across various entities, regulated licensee businesses, and advice boards. His involvement with the Financial Services Council underscores his profound understanding of financial services regulatory reform. Neil has substantial experience engaging with regulators and government entities.

As a respected financial commentator, Neil’s opinions are frequently sought in industry publications, and he is regularly invited to speak at industry events.

Neil is widely regarded as a respected financial commentator, frequently sought after for his insights by industry publications. He is also a regular speaker at industry events where his expertise is highly valued.

Glen has a unique and broad skill set honed over a career of more than 35 years primarily representing the investment and business interests of advisers and their clients.

During his career, Glen has met with hundreds of fund managers and similarly, assessed just as many IPOs, trade sales and private equity investment opportunities. He advised financial planners on Australian equities and property investments, involvement with product development and working closely with leading capital market providers.

Leveraging this depth of experience, Glen co-founded a highly successful wealth advisory service firm by pioneering the consolidated integrated IFA acquisition model. As Joint CEO, he and his team attracted over 25,000 clients, engaged over 400 employees and advised/managed/administered assets in excess of $12 billion which included the developed of complementary client offerings covering; administration service; funds management; portfolio service; mortgage broking services, insurances; lending; MDA service and accounting.

Prior to joining the Group in 2018, Glen worked as a consultant assisting businesses in both financial services and other industries to develop business strategies, foster relationships and explore other opportunities. A key member of Fortnum’s leadership team, Glen assists with strategy and acquisitions, and is responsible for group corporate operations including finance in his role as Entireti's Chief Operating & Financial Officer. He is a director of a number of the Group’s subsidiary companies, and is also a member of the group’s investment, and risk committees.

Outside of Entireti, Glen is an avid participant in the field hockey community for over 4 decades as a player, and in the development and management of his home club.

Daniela brings significant knowledge and experience, but more importantly practice insight for advice solutions. Daniela and her team assist advisers to help them produce quality advice and meet their legislative requirements. Importantly, Daniela not only helps advisers to achieve what needs to be done, but also how they can operate to achieve better outcomes.

Daniela joined the Group in 2018 and holds a Bachelor of Economics (Commercial Law, Finance and Economics) and a Graduate Diploma of Financial Planning. She has worked in the financial planning profession for over 16 years. Prior to joining the Group, Daniela served as Senior Manager for Advice and Strategy at HSBC where she was responsible for the provision of quality advice, day-to-day operations, processes and technology.

Additionally, Daniela has managed teams of Paraplanners and Associate Advisers and worked directly with clients to meet their financial planning objectives in various roles for organisations including Macquarie Bank, Perpetual Limited and Commonwealth Bank.

An advice technology specialist with a strong background in financial services, Cassandra is innovative and solutions driven.

Offering experience in hands-on practice management, project management and implementation services for financial planning practices, Cassandra has direct insight and a clear understanding of the practical requirements of modern practices.

As Head of Technology, Cassandra joined the Group in 2017 and is responsible for enhancing the advice process and partnering with practices to provide holistic technology solutions.

Prior to joining the Group, Cassandra was the Digital Advice Manager at Bendigo Bank and Adelaide Bank, where she was responsible for implementing and supporting their advice technology. Cassandra holds a Bachelor of Business (Financial Planning).

Simone is dedicated to helping individuals reach their full potential and is passionate about fostering environments where the Entireti community can learn, grow, and develop to be their best.

Since joining the Group in June 2014 to manage the professional development program, Simone's role has since expanded to Head of Group Culture & Development as the business has grown. She is responsible for overseeing Entireti's people, culture, and communication program - aimed at fostering and cultivating a high-performing and inspirational workplace. Additionally, she monitors and reviews the culture within Entireti's advice community to continually enhance their experience within the network.

Simone's holds a Bachelor of Business (Financial Planning) and has over 25 years of experience in the financial planning profession. She is also a graduate of the Australian Institute of Company Directors course.

Simone's previous roles encompass practice and professional development, alliance management, marketing within licensees, as well as practice management and paraplanning in financial planning practices.

Coming from a small country community, Simone finds great enjoyment in being part of the Entireti community and contributing to their ongoing success.

Jenny joined the Group in 2017 and is responsible for the network's operations functions which includes onboarding advice firms and facilitating their transition into Entireti, overseeing weekly brokerage processing and providing operational support to the network's advice firms.

With over 25 years in the financial services industry, Jenny brings extensive expertise in all facets of financial planning, the advice process and support services for both salaried and aligned licensees. Her academic achievements include a Bachelor of Social Science in Economics and a Master of Commerce in Finance from the University of New South Wales.

Jenny's comprehensive knowledge stems from her diverse experience in roles such as business analysis, advice model consulting and, operations manager. Jenny has worked with organisations such as the Commonwealth Bank, Colonial First State, ANZ and ClearView. Working with the following licensees Commonwealth Financial Planning, BW Financial Advice, Matrix Planning Solutions and ClearView Wealth where she oversaw day-to-day operations including onboarding, ongoing professional development and dealer group events.

Jenny’s primary responsibility is to drive an efficient and robust operational model at Entireti. She oversees the day-to-day operations to ensure that our advice firms experience a seamless transition to Entireti and are well supported once they have joined our community.

Matt brings over 20 years of extensive experience in financial services, with a career encompassing a diverse range of roles within the industry. He joined the Group in December 2023 as Executive General Manager of Advice with a remit to guide and expand the Group's Advice licensee businesses - Fortnum and Personal Financial Services (PFS) - as part of the Group's strategic leadership in the financial advice sector.

Immediately before joining our team, Matt served as Executive General Manager of Advice for Australian Unity, where he led the transaction and transition for AU to bring PFS and Fortnum together. Prior to this, he held the CEO position of two licensees – Millennium3 and Financial Services Partners. Earlier in his career, Matt spent a decade with CBA/Colonial First State where he held pivotal roles including Head of Advice Development focusing on distribution growth and innovation. Matt has also held roles in fund administration, product management, insurance underwriting, and advice technical analysis and strategy.

Matt's qualifications include a Master’s Degree in Financial Services Law, a Diploma of Financial Planning, and a Diploma of Superannuation Fund Management.

With a breadth of knowledge across the financial services sector and a proven track record in propelling industry-first changes in strategy and operating approaches, Matt has had a successful career for over 20 years in senior executive leadership, characterised by appointments to challenging roles focused on delivering transformative change.

Able to develop a clear vision for growth, then galvanise teams to deliver key objectives, Matt aims to keep strategy ‘simple’, understanding acutely that driving growth and lifting commercial performance is not just about selling products, but requires advanced relationship building capacity, a finger on the pulse of industry developments and the integrity to achieve the best possible outcome for the customer. This is what builds a brand, what adds competitive advantage and increases market share.

With experience managing significant change in operating models, driving M&A activities, diversification and brand evolution, Matt has a proven track record in driving added value. Whether it be growing existing businesses, turning around underperforming divisions, scaling and evolving customer value propositions or navigating periods of change, Matt is motivated to ensure businesses are both optimised for now, and prepared for the future.

A robust, macro-level thinker, Matt is passionate about making a difference by creating collaborative, open team environments that support people’s involvement in key issues, employing a consultative approach focused on securing stakeholder buy-in. Central to this is a mission to stay ahead, anticipating the ‘next’ big change or potential disruption; leveraging intuition and conceptual thinking to connect the dots and protect future-state success.

Jason joined the Group in 2022 and is responsible for the network's in-field Practice Engagement team. The team are the key point of contact from a relationship perspective for all Fortnum & PFS firms, as well as running the Business Optimisation Service (BOS) program for those firms wanting assistance with a roadmap for business improvement & growth.

Jason brings over 20 years experience in financial services and within financial planning practices, including working as a Financial Adviser. His other roles have centred around practice development and business improvement, working with practice principals to help them determine the best approach to grow their business asset.

Jason's qualifications include a Bachelor of Commerce and a Master's in Business Administration, both from the University of Newcastle, along with a Diploma in Financial Services. With a foundation in Chartered and Public Accounting practice, Jason’s education and background uniquely qualify to thoroughly understanding the profession of Financial Planning.

An extensive career spanning over 35 years’ experience in financial services, wealth management and professional services holding senior and general management positions with market leading organizations including KPMG, Colonial First State, Commonwealth Bank, Australian Unity, Challenger and AMP.

John joined Entireti in December 2023 charged with managing and aligning the investment research team and providing a first-class proposition to advisers together with driving forward the portfolio management capabilities of the group via managed accounts and the MDA service proposition.

Prior to joining Entireti John spent over 5 years as the General Manager, Licensee and Corporate Super Services at Australian Unity within the Advice business.

Expertise across distribution and sales, financial planning, technical and investment consulting, corporate superannuation, product, administration and dealer group services including technical, investment research, compliance, paraplanning, professional development, advice and business coaching and adviser recruitment.

Passionate leader who inspires, builds, leads, mentors high performing and industry leading teams that provide first class services to its clients.

John holds a Master of Financial Services Law, Graduate Diploma in Applied Finance and Investments, Bachelor of Commerce and Diplomas in Superannuation Management and Financial Planning.

Outside of work John’s passion lies in football (soccer) coaching and has been at Blacktown City FC in the NSW NPL for over 10 years and is part of the first-grade coaching staff. This year he was also appointed to lead the the King’s School First XI team in the NSW GPS championship series. John holds an FA/AFC A Licence.

Nick is an experienced financial service executive passionate for strategic growth, transformational change and operationalising initiatives to engage customers and drive commercial outcomes. Nick combines his deep experience in wealth management and entrepreneurial spirit to set the strategic agenda and can create innovative offerings or beneficial partnerships, while driving improvements and efficiencies as we deliver.

In Nick’s Executive career he has lead teams that; support adviser growth and retention; deliver training, education and technical support; establish governance frameworks; manage licensee operations and advice technology; and build and deliver digital advice solutions.

Nick holds a Bachelor of Business (Financial Planning), a Masters of Applied Finance and Investment and an Masters of Business Administration (MBA).