Number of Advisers decreased by (-10) from 15,864 to 15,854

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Key Adviser Movements This Week:

• Net Change of advisers (-10)

• 24 Licensee Owners had net gains for 43 advisers

• 23 Licensee Owners had net losses for (-53) advisers

• 4 new licensees and (-4) ceased

• 3 Provisional Advisers (PAs) commenced including a past adviser coming back into the market

Summary
Quite a busy week of movement across licensees and we may well see more of this type of movement as we close out this year and move into 2023.

Growth This Week
PSK continue their growth up by 7 with all advisers moving across from Charter (AMP Group). UniSuper up plus 6 with advisers switching across from Industry Fund Services who provide advice services to many super funds. United Super up by 3 with advisers from three different licensees. Castleguard (Lifespan) back in growth mode up by 3, again all advisers gained from different licensees.

WT Financial Group up by 2 with both advisers joining Synchron, one being a Provisional Adviser who has come back into advice after taking a break. Another three licensee owners up by 2 including David Paul Thurban (Vision Planning and Finance). A tail of 16 licensees up by 1 including Sequoia, MWL, Fitzpatricks, Capstone, Count and all 4 new licensees.

Losses This Week
AMP Group down (-17) by losing (-20) and appointing 3. Note, of the 20 losses at AMP, 15 have switched elsewhere. Industry Super Holdings down by (-9) with most switching across to UniSuper. 6 licensee owners down by (-2) including Insignia who lost (-4) and gained 2. Steinhardt (Infocus) and Viridian also down by (-2). A closed licensee also down by (-2).

A tail of 15 down by (-1) including Findex, Clime, Morgans, and Telstra. The three remaining closed licensees were down by (-1) each.

Superannuation Data - Now At The Members Lounge
We have created a ‘story’ set of dashboards highlighting the latest APRA superannuation statistics for each super sector and combined elements of of the data with our stats on Adviser Numbers, SMSF data from ATO and the ABS Population data. The majority of the dashboards are interactive allowing you to compare key sectors. Below is a snapshot of one dashboard. Other dashboards include investment returns, expenses, net contributions and benefits, transfer in and out of SMSFs.

SMSF Data - Updated and Free At The Website
Been a busy week for super data. We have updated our SMSF Dashboards - Currently still free. We have added new dashboards including the one below which shows the breakdown of members by age and gender - comparing the total members versus members joined during Quarter 3 2022.

Members get get all this information plus see movement of advisers into individual licensees at the dashboards - Join Today

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