Licensee owners list 2018

15 May 2018 16:00

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’.

Error
You are trying to load a table of an unknown type. Probably you did not activate the addon which is required to use this table type.

2018 Licensee owners list, Adviser Ratings

Pressure mounts on Big Tech’s role in Shield and First Guardian

Pricing advice to reflect value, profitability and sustainability

Fortnum Private Wealth pays $1.35m to resolve cyber case

Lifespan’s strong growth sparks significant investment in marketing, brand and technology

Pressure mounts on Big Tech’s role in Shield and First Guardian

Unlicensed financial advice and harmful lead generation on social media and in AI-enabled chat threads are emerging as yet another concerning cultural development that governments, households and financial professionals must grapple with as part of Silicon Valley’s social reckoning.

Aleks Vickovich

October 13, 2026