Financial Adviser Market Insights, August 21, 2025
Adviser Numbers Increased By +15 For The Week, Moving From 15,395 To 15,410
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Another solid week of adviser growth, up by 15 taking the total numbers to be above 15,400 to be at 15,410. The growth was again driven by new entrants, this week up by another 16. New entrants for this quarter is currently at 119, and we expect this to surge once the latest Financial Adviser Exam results of August 7 are finalised.
Calendar year to date is still negative at (-64). However, if we exclude licensees that are associated with accountants who offer limited SMSF advice, the growth number is positive at +79.
See also our post analysing the ASIC data relating to advisers who have notified of their intention to use the Experienced Pathway in order to practice from 2026.
Experienced Pathway - Data from ASIC
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Key Adviser Movements For This Period
Net change of advisers +15
Current number of advisers 15,410
Net Change Calendar 2025 YTD (-64)
Net Change Financial YTD (2025/26) +232
28 Licensee Owners had net gains of 33 advisers
14 Licensee Owners had net losses for (-17) advisers
1 new licensee and none ceased
16 new entrants
Number of advisers active in this period, appointed / resigned: 58.
Growth - Licensee Owners
Five licensee owners up by net two:
Sshhut Holding Pty Ltd both being new entrants
Ord Minnett Group, one new entrant and one adviser who was previously at Perpetual
New Licensee, both adviser still authorised at what appears to be an associated licensee
Endevavor Asset Management, both being new entrants
Count Limited, hiring four advisers and losing two. Count Financial appointed one new entrant and one adviser returning to Count, and losing one adviser who is yet to be appointed elsewhere. GPS Wealth hired two advisers from Aware Super and lost one adviser to Financial Design Group.
A tail of 23 licensees up by net one including WT Financial Group, Spark Partnership and rhombus.
Losses - Licensee Owners
Three licensee owners down by net two each:
Morgans Group, one adviser switching to Lionsgate and the other is yet to be appointed elsewhere.
Sequoia with one adviser switching to Trend Investor Services and the other who commenced his one licensee a couple of weeks back.
Mancell Family Trust (FYG Planners), one switching to Insight Investment Services and the other yet to be appointed elsewhere.
A short tail of 11 down by net one each including Insignia, Shaw and Partners and Entireti & Akumin Group.
