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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The most critical debate for the advice profession right now

The most critical debate for the advice profession right now

The advice industry has had some important debates over the past 30 years, including fees versus commissions, who owns the client and a new class of adviser, but another critical issue is playing out right now, requiring advisers’ urgent attention, according to AZ NGA’s Paul Barrett.

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