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Financial Adviser Insights, Nov 9, 2023
ASIC, Adviser Movement, FASEA Colin Williams 9/11/23 ASIC, Adviser Movement, FASEA Colin Williams 9/11/23

Financial Adviser Insights, Nov 9, 2023

This week, a small net loss of (-8) advisers but 16 experienced advisers dropped off the ASIC FAR. Another 6 new ‘Micro AFSLs’ commencing.

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Financial Adviser Insights, Nov 2, 2023
ASIC, Adviser Movement, FASEA Colin Williams 2/11/23 ASIC, Adviser Movement, FASEA Colin Williams 2/11/23

Financial Adviser Insights, Nov 2, 2023

A net loss of (-11) advisers despite gaining 9 new entrants and 4 new licensees. We look how experience has changed in advisers post FASEA.

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FASEA Exam Wrap For 2021
Financial Planning Colin Williams 14/12/21 Financial Planning Colin Williams 14/12/21

FASEA Exam Wrap For 2021

With the final FASEA Exam results for 2021 reported, we estimate how many advisers will be left on the ASIC FAR for January 2022

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Weekly Financial Adviser Movement November 4, 2021
ASIC, Financial Planning Colin Williams 4/11/21 ASIC, Financial Planning Colin Williams 4/11/21

Weekly Financial Adviser Movement November 4, 2021

A sea of red this week with (-59) net adviser losses and some (-65) experienced advisers no longer current on the ASIC FAR. Losses at the major groups remain out of kilter with the market as a whole.

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Weekly Financial Adviser Movement October 28, 2021
ASIC, Financial Planning Colin Williams 28/10/21 ASIC, Financial Planning Colin Williams 28/10/21

Weekly Financial Adviser Movement October 28, 2021

Net adviser losses this week was (-20), despite 8 new Provisional Advisers commencing. This indicates that a total of 28 experienced advisers dropped off the ASIC FAR this week.

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Weekly Financial Adviser Movement October 21, 2021
ASIC, Financial Planning Colin Williams 21/10/21 ASIC, Financial Planning Colin Williams 21/10/21

Weekly Financial Adviser Movement October 21, 2021

Net adviser losses this week was (-29), despite 7 new Provisional Advisers commencing. This indicates that a total of 36 experienced advisers dropped off the ASIC FAR this week, however, we are expecting a small number to reappear next week under ‘self-licensed’ models.

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Weekly Financial Adviser Movement October 14, 2021
ASIC, Financial Planning Colin Williams 14/10/21 ASIC, Financial Planning Colin Williams 14/10/21

Weekly Financial Adviser Movement October 14, 2021

Net Adviser losses this week was (-15). We analyse FASEA Exam results and provide an updated forecast for FASEA Exam pass results for year end.

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Weekly Financial Adviser Movement October 7, 2021
ASIC, Financial Planning Colin Williams 7/10/21 ASIC, Financial Planning Colin Williams 7/10/21

Weekly Financial Adviser Movement October 7, 2021

Net Adviser losses this week was (-45). Self-licensed growth continues for Financial Planning focused firms.

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Weekly Financial Adviser Movement To Sep 30, 2021
ASIC, Financial Planning Colin Williams 30/9/21 ASIC, Financial Planning Colin Williams 30/9/21

Weekly Financial Adviser Movement To Sep 30, 2021

Net Adviser losses this week was (-33). Three weeks of consecutive heavy losses.

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