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Showing 1 - 10 of 22 results for "Consultum Financial Advisers"

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 ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... 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 (251) ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... 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) and Alliance ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... 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 Australia. ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... 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 to ...

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 ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... 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 says that ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
... 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 it is officially ...
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