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Showing 11 - 20 of 33 results for "Consultum Financial"

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... 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), Count Financial ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... 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 (260) ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and Consultum Financial Advisers (375). Geographically, gender ratios range from a high of 28% in the Northern Territory to as low as 19% in Western ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... (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 when it comes ...

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
... 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 comprises ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... 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
... 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 total to ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... Financial Adviser Register shows he ceased in October 2018. Most recently, he was authorised by IOOF's Consultum Financial Advisers. Prior to that he spent more than a decade as an authorised representative of Meritum. Pavlidis' LinkedIn profile ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
... and will be led by Millennium3 chief executive Helen Blackford. The second group will comprise RI Advice and Consultum Financial Advisers and will be led by RI Advice chief executive Peter Ornsby. Ornsby will also lead Financial Services Partners until ...