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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Clients’ growing use of AI serves up opportunities for advisers

Clients’ growing use of AI serves up opportunities for advisers

AI is increasingly being used by individuals to inform financial decisions and improve their education on financial advice, according to new Financial Planning Standards Board research. This is in turn creating an opportunity for advisers to help clients contextualise and correct that information.

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