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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Claude for advisers has regulators and competitors on alert

Claude for advisers has regulators and competitors on alert

ASIC says it is closely monitoring developments such as the new Claude for financial advisers’ plugin – launched this week – and its potential implications for the Australian market. Incumbent tech vendors are also watching.

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