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Showing 1 - 10 of 29 results for "Consultum Financial Advisers"

Adviser numbers plateau

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
... 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 in the ...

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
... 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 groups ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... 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, Mota ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... 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 management ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... 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 Capstone Financial ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... 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 firm called ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... 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 Wealth (264), and ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... 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 (167), Morgans ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... 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 for the group particularly ...
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