Licensee owners list 2018

 

Welcome to the 2018 Professional Planner complete licensee owners list.

The data included in this table is drawn from the Australian Securities and Investments Commission (ASIC) financial adviser register. It is current as of March, 2018.

The table was collated and the licensees grouped by Adviser Ratings, which has also cleaned up the raw ASIC data to eliminate duplicates and other errors.

For detailed analysis of the 2018 licensee list, refer to our professional planner feature article ‘Rise of the second tier’.

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How a small green ‘tick’ is driving retirement solution improvements

How a small green ‘tick’ is driving retirement solution improvements

Only eight of 45 super funds received a “tick” designation from the Epic Retirement Institute in its latest assessment of retirement offerings, but the research firm that carries them out says the standard of funds’ retirement offerings is nevertheless improving overall.

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