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Showing 1 - 10 of 25 results for "SMSF Advisers Network"

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI | FRIDAY, 16 JAN 2026

... of December, including 16 this month. The total number of advisers on the register is currently 15,151. SMSF Advisers Network recorded the largest outflow (-59), dropping to 90. It is followed by Interprac Financial Planning, down 28 to 257 during the ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA | WEDNESDAY, 21 FEB 2024

... an adviser at Merit Wealth under Diverger from October 2022 to June 2023. Before that Jaidka was with the SMSF Advisers Network, The SMSF Expert, and GPS Wealth. Over five years, Jaidka agreed not to carry on a financial services business, provide financial ...

Uptick in adviser numbers: Research

KARREN VERGARA | WEDNESDAY, 3 MAY 2023

... Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON | TUESDAY, 6 DEC 2022

... Financial at 15%. JBWere has the highest proportion of advisers with a Bachelor's degree at 88%, followed by the SMSF Advisers Network (75%) and Morgans Financial (70%). The median across all AFSLs was 57%. As for the AFSL with the most advisers who ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI | WEDNESDAY, 14 SEP 2022

... Interprac as the initial national practice manager, before moving to the NTAA and helping establish the SMSF Advisers Network AFSL, sees him come to Sequoia with a good feel already for our business. "Knowing the quality of Phil's work and premium ...

More than 1700 advisers gone already

JAMIE WILLIAMSON | FRIDAY, 1 JUL 2022

... became inactive. In the same 12-month period, only 546 new advisers were registered. In the last six months, SMSF Advisers Network lost the most advisers for any AFSL at 285. It's also lost the most advisers in the last 12 months, shedding 410. In ...

Adviser numbers close in on 17k

KARREN VERGARA | FRIDAY, 18 MAR 2022

... 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 Capstone Financial Planning (262). ...

WT Financial Group acquires Synchron

KARREN VERGARA | TUESDAY, 15 MAR 2022

... 422 advisers on its book at the end of 2021, making it the fourth largest behind AMP Financial Planning, SMSF Advisers Network and Morgans Financial, Rainmaker analysis of the ASIC FAR data shows. The total consideration of $7.96 million is payable over ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR | FRIDAY, 4 FEB 2022

... general manager for compliance at Lifestyle Asset Management and director and responsible manager at the SMSF Advisers Network. Earlier in his career he was an authorised representative at Interprac Financial Planning and Hillross. "Phil has over 30 ...

Advice industry loses 800 over New Year period

KARREN VERGARA | FRIDAY, 21 JAN 2022

... 21,103. Currently, AMP Financial Planning is home to the largest number of advisers, with 595, followed by the SMSF Advisers Network with 544 and Morgans Financial with 446 representatives on its books. Synchronised Business Services (382), Charter Financial ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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