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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Advice is the number one weapon against retirees’ FORO

Advice is the number one weapon against retirees’ FORO

The problem of retirees not drawing down enough of their retirement savings for fear of running out appeared front-and-centre at a recent superannuation industry roundtable. But it’s not a new issue for advisers, and the CoreData/Conexus Financial Best Possible Retirement study shows just why access to advice is “the single clearest lever for improving retirement readiness”.

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