Number of Advisers increased by +22 from 16,415 to 16,437

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Key Adviser Movements This Week:

• Net Change of advisers +22

• 37 Licensee Owners had net gains for 56 advisers

• 22 Licensee Owners had net losses for (-32) advisers

• 5 new licensees commenced and (-1) ceased

• 6 Provisional Advisers (PA) commenced and 1 ceased.

Note: Our Members Lounge - Covers all movement and very detailed reports for all licensees and advisers.

Summary
A third positive week with a net gain of plus 22. Financial year to date the growth is now showing +170. We normally see a spike in in the early part of the financial year and at the same time last year it was +88. Calendar year to date is showing a loss 0f (-744), which is significantly better that the same time last year when it was (-1,593).

Growth This Week
At the licensee owner level, Natalie Wewer (AFSL Licensee Pty Ltd) up plus 7 with an array of advisers from different licensees and with some gaps between being current on the FAR. A new licensee commenced with 4 (Ex Charter, details given to members). Three licensee owners up by a net of 3 including PSK Fin Services. Four owners up by 2 including Insignia, Fiducian and ASVW Holdings Including

A long tail of 28 owners up by 1 including WT Financial Group, Sequoia, Morgans, Capstone and Castleguard (Lifespan).

A total of 5 new licensees commenced.

Losses This week
AMP Group had a difficult week, down (-8) after appointing 3 and losing 8. Two of the 8 were lost to PSK who is associated to AMP Group. LGIA Super are now down to zero as 3 advisers move out and 2 joined industry Funds Services, as part of the merger of the superfund. Elston Group down by (-2) and a tail of 19 owners down by net (-1) including Count, Bombora, Fitzpatricks, Fortnum and Oreana.

Only the one licensee closed this week.

Gains and Losses - Calendar YTD
Count Group dropped by (-1) this week and now stand at a net growth of 35. Centrepoint Group and Castleguard (Lifespan) come in at 14 each. PSK up to 64 followed by Steinhardt (Infocus) at 11 and Sequoia at 10.

Losses led by Insignia at (-136), AMP Group (-81) and Craigs Investment at (-66).

New Mapping Tool To Find Advisers
If you job is to build adviser relationships, we have some good news for you. We have introduced a mapping feature that allows you to ‘zoom’ into regions / cities and with one click, see the advisers in that area. This has the advantage of simply seeing and capturing the area as opposed to making searches based on post codes or by city / suburb names. The mapping search captures the broad area and cancels out common issues with suburbs that are often named differently and that share post codes.

To help with finding the right advisers, you can narrow the search by single or multiple licensees. We also include our Star Rating by each adviser which will give you a quick indication to their qualifications and experience.

Below is a short video that explains more. It is in test mode and feedback would be welcomed.

Have a great week and checkout the

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