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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Peak Wealth Management’s Andrew Debono talks expansion plans

Peak Wealth Management’s Andrew Debono talks expansion plans

With the two-adviser firm looking to expand and make its first acquisition, Peak Wealth Management founder Andrew Debono tells Professional Planner about his plans for growth, how he became an adviser and the benefits and hurdles of running a self-licensed small firm.

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