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About

Akumin derives from the word acumen and was inspired by the professional judgement, discernment and acumen of experienced people across our network.

Akumin is more than a licensee, We are a strategic partner in your business success, reimagining advice for a brighter future.

Our collective goal at Akumin is to help deliver more advice to more Australians in every life moment. We do this through industry-leading support, personalised solutions, and a commitment to helping advisers build stronger, more sustainable businesses.

With more than 175 years of combined advice heritage across our network, we are a trusted voice and where experience, ambition and innovation come together.

As the advice profession evolves in the AI era, we believe technology should enhance human connection, not replace it. By leveraging smarter systems, connected data and emerging technologies, we aim to reduce complexity and administrative burden so advisers can spend more time doing what matters most: building relationships, delivering trusted guidance, and supporting clients through life’s important decisions.

We are your ultimate business partner.

Advice communities

Akumin is made up of four leading advice communities: Akumin Financial Planning, Charter Financial Planning, Hillross Financial Services, and Entireti Alliances.

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Our expert team

Transforming potential into progress.

Anjuum Singh
anjuum-singh-akumin-2
Anjuum Singh

Anjuum Singh

Strategic Account Manager
Cliff Mells
Cliff Mells updated
Cliff Mells

Cliff Mells

Strategic Account Manager
Eliza Maroni
Eliza Maroni updated
Eliza Maroni

Eliza Maroni

Strategic Account Manager
Gerard Evans
Gerard Evans Updated
Gerard Evans

Gerard Evans

Strategic Account Manager
Mahesh Rawal
Mahesh Rawal updated
Mahesh Rawal

Mahesh Rawal

Strategic Account Manager
Paul Pavlic
Paul Pavlic updated
Paul Pavlic

Paul Pavlic

Strategic Account Manager
Shila Mistry
Shila Mistry updated
Shila Mistry

Shila Mistry

Strategic Account Manager
Stuart James
Stuart James updated
Stuart James

Stuart James

Strategic Account Manager
Rob Shiner
Rob Shiner updated
Rob Shiner

Rob Shiner

Strategic Account Manager
Rocco Musumeci
Rocco Musumeci updated
Rocco Musumeci

Rocco Musumeci

Advice Client Experience & Process Specialist
Kylie McMahon
Kylie McMahon
Kylie McMahon

Kylie McMahon

Senior Manager, Adviser Support
Leyla Senol
Leyla Senol
Leyla Senol

Leyla Senol

Digital Capability Manager

The best customer relationship management platform for just about everything.

Convert leads into customers and then turn those customers into loyal fans of your brand by leveraging next-generation automation and AI. Yes, it really can be automated, and no, you're not dreaming.