Blackwood Advisory

What Blackwood Advisory does

Blackwood Advisory Pty Ltd is a privately held Australian financial advisory practice headquartered in regional Victoria, delivering financial planning, accounting and tax, retirement planning, superannuation, personal and risk insurance, and wills and estates services to individuals and families across ten regional Victorian offices spanning Albury, Bendigo, Ballarat, Geelong, Mildura, Shepparton, Sunbury, Wallan, Williamstown, and Wodonga. The firm operates as an Authorised Representative of Fortnum Private Wealth Ltd (ABN 54 139 889 535, AFSL 357306), which provides the Australian Financial Services Licence under which financial advice is delivered; tax and accounting services are explicitly carved out and delivered outside of that licence. Its core technology is human-advisory expertise rather than proprietary software, and its differentiator is locally based advisors embedded in the regional communities they serve.

The firm operates a relationship-driven, sales-led go-to-market built on community presence and word-of-mouth referrals, with prospective clients initiating contact via a single 1300 phone number, the corporate website, or in-person at a chosen office location. Revenue is generated through three streams: recurring financial planning advisory fees described as subscription/recurring, professional services fees for accounting and tax work, and insurance commissions (initial and ongoing) from life and risk insurance products. Marketing is community-focused and executed through a website, LinkedIn, Facebook, and Instagram channels at the top of the funnel.

The firm is affiliated with Akumin Pty Ltd, a majority-owned subsidiary of Entireti Limited that specialises in licensing and advice business services to financial planning practices, suggesting Blackwood sits within a broader group structure that provides back-office and licensing infrastructure. With 11-50 employees and no disclosed external investment, Blackwood is a sub-scale independent regional practice whose strategic posture emphasises depth of local relationships and integrated household-level financial services rather than technology-led scale.

Name

Blackwood Advisory

Legal name

Blackwood Advisory Pty Ltd

Website

https://blackwoodadvisory.au

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Blackwood Advisory is a privately held regional Victorian financial advisory firm delivering financial planning, accounting, tax, retirement, superannuation, insurance, and estate services to individuals and families through ten offices across regional Victoria, operating under Fortnum Private Wealth's AFSL.

Ownership category

akta.pro rank

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Planning Fees: Advisory fees for comprehensive financial planning services including wealth management and retirement planning.
2. Accounting and Tax Services: Tax and accounting service fees (not offered under Fortnum Private Wealth Ltd).
3. Insurance Commissions: Commissions from personal and risk insurance products, including initial and ongoing commissions from life insurance products.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Blackwood Advisory is a regional financial advisory firm delivering financial planning, accounting and tax, retirement and superannuation advice, personal risk insurance, and wills and estates services to individuals and families in regional Victoria, Australia, through seven locally-based offices staffed by community-resident advisers.

Product overview

Blackwood Advisory is a regional financial advisory firm offering a comprehensive suite of financial services delivered through a single unified advisory practice. The company provides six core service areas including Financial Planning, Accounting & Tax, Retirement, Superannuation, Personal & Risk Insurance, and Wills & Estates. Rather than distinct software products or modules, the offering consists of professional advisory services spanning the full financial lifecycle, from planning and tax management to retirement savings and estate protection. The company operates as locally-based advisers with offices across Victoria, emphasizing community-focused financial guidance for regional clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services to help clients achieve their financial goals and create wealth for future generations, delivered by locally-based advisors in regional Victoria.
• Accounting & Tax Tax and accounting services for individuals and businesses to ensure compliance and optimal financial management (not offered under Fortnum Private Wealth Ltd AFSL 357306).
• Retirement Planning Retirement planning and advice to help clients prepare for and achieve financial security in retirement.
• Superannuation Superannuation advice and management to help clients optimise their retirement savings.
• Personal & Risk Insurance Personal and risk insurance advice to protect clients and their families against financial hardship, generating initial and ongoing commissions from life insurance providers.
• Wills & Estates Wills and estates planning services to ensure clients' assets are protected and distributed according to their wishes, including power of attorney arrangements.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Fortnum Private Wealth LtdcoreOthersBlackwood Advisory Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535, AFSL 357306. This provides the regulatory framework under which the firm delivers financial services.
• Akumin Pty LtdminorOthersAkumin Pty Ltd is a majority owned subsidiary of Entireti Limited. Akumin specializes in licensing and advice business services to financial planning practices. Some businesses within this group hold Australian Financial Services Licenses.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Market position

Weaknesses5 records

Competitive moat4 records

Customer concentration

• Facebookfacebook.com/blackwoodadvisory
• LinkedInlinkedin.com/company/blackwood-advisory
• Instagraminstagram.com/blackwoodadvisory

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blackwood Advisory