Adviser Numbers This Week, Net Change of (-18) Moving Down From 15,710 to 15,692

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A topsy-turvy few weeks - After a solid gain last week, we once again dip into the red, down by (-18). It was yet another busy week with 14 new entrants hitting the ASIC FAR, 4 new licensees commencing and a total of 105 advisers affected in some way by appointments / resignations.

Key Adviser Movements This Week:

• Net Change of advisers (-18)

• Current number of advisers at 15,692

• Net Change of (-106) for Calendar YTD

• Net Change new Financial YTD +131

• 28 Licensee Owners had net gains for 44 advisers

• 30 Licensee Owners had net losses for (-60) advisers

• 4 New licensees and 2 ceased

• 14 New entrants.

• Number of advisers active this week, appointed / resigned: 105.

Growth This Week - Licensee Owners

• Sequoia continue in growth mode and were up by net 6 advisers. This included 3 new entrants. Sequoia are now up by 27 for the calendar year.

• A new licensee commenced with 4 advisers. The advisers leaving Godfrey Pembroke, owned by Insignia

• Two new licensees commenced with 3 advisers each. One with advisers leaving Nextplan and the other with advisers leaving FYG Planners

• A small licensee doubled in size, growing to six advisers. Gaining three advisers from Travectico Advisory. However, all three advisers are still current at Travectico.

• Two licensee owners up by net 2 each. Hillswest (PFP Financial) picking up their two advisers from Picture Wealth Group’s Neo financial. Christopher Maceachern (Wealth Trail), gained tow new entrants.

• 21 licensee owners were up by net 1 each, including Morgans, Clime Group and BYB Wealth Management

Losses This Week - Licensee Owners

• Insignia were down net (-10). This included Godfrey Pembroke losing a total of (-6) advisers.

• AMP Group down (-4), none of the advisers are currently showing as being appointed elsewhere

• Guideway also down (-4), again, none of the advisers showing as being appointed elsewhere

• Count Group down net (-3). Note that the Count Financial licensee is up by +9 and Count’s new licensee, Affinia, down by (-12). There is a lot of movement from Affinia to Count

• Nextplan also down by (-3) after three advisers went to self licensing

• Five licensee owners down by (-2) each including Capstone, Fortnum and Shaw and Partners

• 17 licensee owners down by (-1) each including Centrepoint, Steinhardt Holdings and Viridian Group.

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