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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Fortnum Private Wealth pays $1.35m to resolve cyber case

Fortnum Private Wealth pays $1.35m to resolve cyber case

The Entireti-owned Fortnum Private Wealth has agreed to pay $1.35 million to resolve a lawsuit brought by the Australian Securities and Investments Commission over alleged failures to manage and mitigate cyber-security risks.

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