Search Results | Showing 1 - 10 of 164 results for %22Morgans Financial%22 |
| | ... about 15,708 advisers. AMP Financial Planning continues to hold the top spot with 472 representatives, closely followed by Morgans Financial's 423 and Count's 350 advisers. Interprac Financial Planning (326), Alliance Wealth (318), Charter Financial ... |
| | | ... highest number of representatives with 477. It had 546 at the start of 2023, a 13% drop in adviser numbers. Morgans Financial with 427 comes second place, while in third place Interprac Financial Planning had 331 employed advisers. Count Financial (310) ... |
| | | ... years' experience. The biggest licensees such as AMP Financial Planning have on average 15.3 years of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of ... |
| | | ... had 422 advisers at the end of 2021. Charter Financial Planning had 306 advisers, down 56 from 362 in FY22. Morgans Financial is the second-largest dealer group, ending FY23 with 422 advisers after losing 29 in 12 months. Interprac Financial Planning ... |
| | | ... driven by capital gains rather than contributions," ASFA said. As previously reported by Financial Standard, Morgans Financial head of wealth management Terri Bradford expressed concern over the proposed changes. Bradford argued against including unrealised ... |
| | | ... triggering what could be substantial transaction costs." Meanwhile, as previously reported by Financial Standard, Morgans Financial head of wealth management Terri Bradford urged the government to consider the human impact of the proposed super reform. ... |
| | | ... stream. This minimum amount must be withdrawn to maintain the tax-exempt status of the pension account. But Morgans Financial head of wealth management Terri Bradford noted that the proposed calculations stipulate that all super withdrawals must be included ... |
| | | ... licensees also fell by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia ... |
| | | ... 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 have attained specialist ethics qualifications ... |
| | | ... 2022. AMP Financial Planning is the largest advice licensee with 588 financial advisers, ahead of second place Morgans Financial with 452 and Synchron with 371. IOOF has more advisers overall, with 1490 financial advisers registered, meaning it has more ... |
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