Financial Adviser Market Insights, February 20, 2025
Adviser Numbers Increased By 3 For The Week, Moving From 15,562 To 15,565
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A slower week after several solid weeks of growth. Net number of advisers up by three, despite seven new entrants joining the ASIC Financial Adviser Register (FAR). Three new licensees and one ceased.
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Key Adviser Movements For This Period
Net change of advisers +3
Current number of advisers at 15,565
Net Change Calendar 2025 YTD +91
Net Change Financial YTD +222
22 Licensee Owners had net gains of 27 advisers
14 Licensee Owners had net losses for (-26) advisers
3 new licensees commenced and 1 ceased
7 New entrants
Number of advisers active in this period, appointed / resigned: 61.
Growth - Licensee Owners
A new licensee commenced with four advisers who were previously at Interprac owned by Sequoia.
Finchley & Kent continue to grow, this week by two advisers, one from Verse Wealth and the other from AMP Financial Planning
A new licensee commenced with two advisers, both leaving Hillross, now owned by Entireti
19 licensee owners up by net one each including Centrepoint Group, Viridian and the remaining new licensee.
Losses - Licensee Owners
Entireti down by five, losing one adviser each at AMP Financial Planning, Charter and Fortnum Private, and two at Hillross. Four of the five advisers have been appointed elsewhere.
Sequoia also down by net five, after hiring six advisers and appointing one.
Count down by three, one at GPS Wealth and two at Merit Wealth. None of the advisers appointed elsewhere to date.
NTAA (licensee SMSF Advisers Network), down by three and none appointed elsewhere.
A short tail of just 10 licensee owners down by net one each including ANZ Banking Group, KDM Financial and the one licensee that ceased.
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