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Showing 1 - 10 of 36 results for "Consultum Financial"

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
... worked as an adviser for short periods at Aware Super and Equip Super. After leaving MWL she was authorised by Consultum Financial Advisers for just over a month. "ASIC has reason to believe that Terheci is not a fit and proper person, is not adequately ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... (-59), dropping to 90. It is followed by Interprac Financial Planning, down 28 to 257 during the period. Both Consultum Financial Planning and Telstra Super Financial Planning saw their adviser numbers decrease by 11, bringing their total numbers to ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... (344), Interprac Financial Planning (321), Charter Financial Planning (296), Lifespan Financial Planning (290), Consultum Financial Advisers (273), Synchron Advice (258), and Ord Minnett (254) comprise the top 10. Rainmaker data shows AMP FP has long ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... 350 advisers. Interprac Financial Planning (326), Alliance Wealth (318), Charter Financial Planning (294), Consultum Financial Advisers (287), Lifespan Financial Planning (282), Synchron (260), and Ord Minnett (259) comprise the top 10 dealer groups ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former Consultum Financial Advisers-licensed advice practice based in South Australia has joined the Count network. Murray Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... and Bridges. Across its other brands, Insignia introduced a partnership ownership model for RI Advice Group, Consultum Financial Advisers, and TenFifty. It retained a small stake in Godfrey Pembroke and wants to offload Millennium3. One month later ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... to its Advice Services business, where it will introduce a partnership ownership model for RI Advice Group, Consultum Financial Advisers, and TenFifty. This business will represent about $21 billion of Insignia's $24 billion in advice funds under ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... Financial Planning came in third place with 310 advisers. It bucked the trend by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and ...

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 ...
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