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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Managed accounts experts urge ASIC to proceed with caution on crackdown

Managed accounts experts urge ASIC to proceed with caution on crackdown

ASIC should be cautious about pushing back too hard on managed accounts as the alternative would be advisers playing portfolio manager, the latest episode of the Professional Planner Managed Accounts Decoded podcast heard.

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