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Showing 11 - 20 of 47 results for "Consultum"

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... Millennium 3 Financial Services (6) also received several complaints, as did Synchronised Business Services (6) and Consultum Financial Advisers (6). Among the non-aligned AFSLs, Personal Asset Services received 63 complaints for the period. A little-known ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia Financial is the largest with a combined 1342 advisers across its various groups. ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... Business Services had 377. The remaining top 10 groups with the largest numbers are Charter Financial Planning (376), Consultum Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... are stockbrokers," Rainmaker said. In terms of dealer groups, many FPA members came from AMP Financial Planning (266), Consultum Financial Advisers (233), Charter Financial Planning (168) and Aware Financial Services (157). Synchronised Business Services ...

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 ...