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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Beyond the numbers: Advice that makes the invisible visible

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The benefits of good advice go far beyond money management, and this is reflected in the evolving role of advisers, according to new research by Russell Investments. Professional Planner, in partnership with Russell Investments, assembled leading advice professionals to discuss the less visible, more intangible aspects of advice, such as reassurance, peace of mind and confidence, and how to accurately price for these outcomes.

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