Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 32 results for %22Consultum Financial Planning%22

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... 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 been busy ...

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) ...

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
... (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 ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 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 brands ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... 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
... 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 385. ...

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 ...