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Contact us

Who to contact What they can help with Contact details
Adtech

Provides support for Entireti applications and systems.

1800 714 106
Option 1
adtech@entireti.com.au

Advice Operations

Phone and email support for:

  • Revenue management and payments enquiries and requests
  • Transfer of clients within the same practice
  • Updating of adviser and practice details
  • Direct invoicing enquiries and requests
1800 714 097
adviceoperations@entireti.com.au

Adviser Engagement
  • Licensee communications
  • Newsletters
  • Events registration & enquiries
adviser_engagement@akumin.com.au

Advice Remediation
  • Support your obligations to identify, manage, and record all potential and actual issues that might arise when the financial advice process is not followed in accordance with regulatory and licensee guidelines.

  • The issues management framework allows you to raise, manage and record any issues identified.

advice_governance@entireti.com.au

Advice Service Desk
  • Guidance with the practical application of advice policies and processes
  • Education support, including education policies, Kaplan Ontrack and Knowledge Exchange
  • Professional Year enquiries and program support
1800 714 106
Option 2
advice_service_desk@entireti.com.au

Client File Review

All enquiries related to Client File Reviews

1800 714 092
Option 2
advicereview@entireti.com.au

Complaints
  • Support in managing the end to end process of any complaints raised by clients.
  • Ensure all regulatory requirements are met.

Please note that this number is for adviser use only.

Clients should be referred to the existing client contact line on 1800 812 388.

1800 714 092
Option 1
complaints@akumin.com.au

Investment Research
  • One-off and blanket approval
  • Investment choice queries
  • Portfolio analysis
  • Portfolio reviews / guidance
research@akumin.com.au

Onboarding

Provide support for:

  • onboarding new or existing advisers and accredited mortgage consultants (AMCs)

  • upgrading an existing adviser’s scope to include mortgage advice.

onboarding@entireti.com.au

Practice Finance

For finance and lending assistance in relation to:

  • Register acquisitions
  • Mergers
  • Refinancing of existing practice finance loans
  • Office fit-outs
  • Purchase of accountancy practices
  • Equity purchases
practicefinance@amp.com.au

TapIn

Technical support and guidance on:

  • Super including SMSF
  • Tax
  • Social security
  • Aged care
  • Small business (tax and insurance)
  • Estate planning and insurance
1800 714 106
Option 3
tapin@entireti.com.au

The Advisers Association

Provide personal and professional support to both past and present members.

(02) 8199 8801
info@theadvisersassociation.com.au
https://taa.asn.au

Vetting

Provide approval for the following materials to make sure they meet licensee guidelines and the greater regulatory requirements:

  • Advice documents
  • Adviser compliance documents ie FSG / FSCG
  • Adviser stationery
  • Promotional material

For enquiries relating to vetting of advice documents: advicereview@entireti.com.au

For enquiries relating to vetting of disclosure, marketing and promotional documents: centralmonitoring@entireti.com.au

 

1800 714 092
Option 3
advicereview@entireti.com.au
centralmonitoring@entireti.com.au