We’re testing some short video formats for the posts - any comments / ideas for improvement please advise at colin.williams@paduasolutions.com
Adviser numbers rose by 13 for the week, moving from 15,195 to 15,208
A return to growth after last week's pullback. Calendar 2026 stands at +150, against (-12) at the same point last year, a turnaround of 162 advisers. The financial year to date is +326.
Two things to note this week. InterPrac now appears as a licensee owner in its own right and is no longer reported as part of Sequoia Group, so Sequoia no longer appears in the movers below. And the week's new licensee is an existing one restarting: The sole adviser resigned in late October and re-commenced this week. No reason has been given.
A total of 65 advisers were affected by appointments and/or resignations this week, including 10 new entrants to the register.
Key Adviser Movements for the Week
15,208 current advisers
Net change of advisers: +13
New Entrants: 10
New licensees commenced: 1 (a restart of an existing licensee)
Licensees ceased: 2
31 licensee owners had net gains
24 licensee owners had net losses
Net Change Calendar 2026 YTD: +150 (2025 same period: (-12))
Net Change Financial Year 2026/27 YTD: +326
Net change last 12 months: (-255).
Growth - Licensee Owners
Nine licensee owners up by two: Note: Details on all nine provided to members. Join using the form below.
Future Wealth Advisers Aust (8) — one from Apex FSG Pty Ltd after two weeks and one from Aeran Pty Ltd after about eight weeks.
Lee Anthony Clarke (Archer Private Wealth Pty Ltd) (15) — both from Entireti & Akumin Group's Akumin Financial Planning, moving the same day.
Lifespan (Lifespan Financial Planning Pty Ltd) (316) — one new entrant and one from FSSSP Financial Services' Aware Financial Services Australia after four days.
NextPlan Financial (46)
Phillip Alexander (Gill and Co Advisory Pty Ltd) (58)
Picture Wealth Group (387).
Spark Partnership Group (104)
UniSuper (UniSuper Management Pty. Ltd.) (84)
Vivid Holdco (Viridian Advisory) (134)
A tail of 22 licensee owners up by net one each, including Centrepoint Group (597), Canaccord Group (200), Shaw and Partners (195), Infocus Group (185), and the restarted licensee mentioned earlier, details given to members.
First Month Now Only $39.00 Selecting 'YEARLY' cost is only $950
Losses - Licensee Owners
Two licensee owners down by three:
Entireti & Akumin Group (1,096) — all three advisers moved to other licensees, two to Lee Anthony Clarke (Archer Private Wealth Pty Ltd) and one to O&I Wealth.
InterPrac Ltd. (InterPrac Financial Planning Pty Ltd) (48) — one adviser ceased with no reappointment yet, one moved to Everyday Planning (Guidance Advisers Pty Ltd) and one to Phillip Alexander (Gill and Co Advisory Pty Ltd).
FSSSP Financial Services (Aware Financial Services Australia) (122) down by two — one moved to Lifespan (Lifespan Financial Planning Pty Ltd) and one is not yet reappointed.
A tail of 21 licensee owners down by net one each, including WT Financial Group (496), Count Limited (551), NAB Bank (262), Findex Group (130), Macquarie Group (102) and Politis Investment Strategies (42).
Two licensees were reduced to zero advisers: ARBT Property Group Pty. Ltd. (Centurion Capital Limited), which formally ceased on 10 November, and Mabemist Pty Ltd (Hayes Sterling Pty. Limited).
