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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Advisers are satisfied with licensees… except in one area

Advisers are satisfied with licensees… except in one area

Advisers are satisfied with their licensee in all but one area, helping business growth, according to annual research from CoreData presented to the Professional Planner Licensee Summit. That factor may be the difference that motivates self-licensed practices to join larger networks as the data shows that the impact of those responsibilities is leading to sleepless nights.

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