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Showing 11 - 20 of 43 results for "Consultum"

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... Brendan O'Rourke from Geelong Wealth. Zella Wealth was previously licensed with Australia Pacific Funds Management and Consultum Financial Advisers. Infocus managing director Darren Steinhardt told Financial Standard that the last few years have ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... Financial with 446 representatives on its books. Synchronised Business Services (382), Charter Financial Planning (376), Consultum Financial Advisers (327), Interprac Financial Planning (263), Capstone Financial Planning (260), Alliance Wealth (260) ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... and Morgans Financial (473) round out the top three. Meanwhile, Synchron (404), Charter Financial Planning (382) and Consultum Financial Advisers (342), Interpac Financial Planning (295), Capstone Financial Planning (267), Lifespan Financial Planning ...

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... acquired will retain their name and branding. The brands Bridges, Shadforth, TenFifty, Lonsdale, RI Advice, Millennium3, Consultum, Godfrey Pembroke, Australian Executor Trustees, Intermede Investment Partners, Fairview Equity Partners, Presima Inc ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... (15%), Merit Wealth (30%), Synchron (17%), Capstone (24%), Commonwealth Financial Planning (37%), RI Advice (23%) and Consultum (17%) have the highest proportion of women. In terms of actual adviser numbers, AMP Financial Planning (653) leads with the ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... Advisers Network (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and Consultum Financial Advisers (375). Morgans (179), Commonwealth FP (179) and Aware Financial Services (162) are the largest licensees ...

Consultum chief joins new firm

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
The former chief executive of IOOF-aligned Consultum Financial Advisers has found a new role. Joe Botte joined boutique dealer group ASVW Financial Services (ASVWFS) as executive director. "Joe is a very committed and effective executive with an extensive ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) were included in the top 10 largest licensees. Consultum is part of the newly merged IOOF group. It ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... June 3 shows that the number of advisers dropped to 19,922, according to ASIC's Financial Adviser Register. IOOF's Consultum Financial Planning is the largest dealer group with 385 advisers.

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... that there are currently 2144 active AFSLs. This is compared to 2175 this time last year, then home to 22,307 advisers. Consultum Financial Planning, which is part of IOOF, saw a net addition of 188 advisers to the group during the period, bringing its ...