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 Fortnum invested in improving its cyber security 

How Fortnum invested in improving its cyber security 

When Fortnum Private Wealth reported a cyber security breach to ASIC it prompted the regulator to sue the licensee, and earlier this month Fortnum paid $1.35 million to resolve the matter. Entireti group chief executive officer Neil Younger and Fortnum CEO Matt Brown spoke exclusively to Professional Planner about the lessons learned, and the future of protecting client data.

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