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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How AI use is reshaping financial advice consumption

How AI use is reshaping financial advice consumption

ASIC’s 2026-27 Corporate Plan and new research by McCrindle touch on the consumer impact of AI-generated financial advice, reinforcing the expression “a little knowledge is a dangerous thing”. Professional advisers are spending an increasing amount of time unwinding beliefs and misconceptions caused by AI and re-educating clients.

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