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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Why Flourix Wealth’s Rachel O’Connor focuses on advising women

Why Flourix Wealth’s Rachel O’Connor focuses on advising women

Rachel O’Connor was already an experienced financial adviser when she went through her separation and found herself overwhelmed by it and surprised, given her existing knowledge. It made her realise others would probably go through the same experience, so she started a more direct approach of delivering financial advice to women.

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