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Padua Wealth Data
Padua Wealth Data
Home
Members Lounge/Blue Book
Blog
Free Dashboards
Adviser Weekly Dashboards
Free Client Segmentation Tool
Free Super Fund Level Stats
Free SMSF Statistics
Store
About/Subscribe
Contact
What We Do
Subscribe
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Weekly Financial Adviser Movement, August 4, 2022
FAR, ASIC Colin Williams 7/8/22 FAR, ASIC Colin Williams 7/8/22

Weekly Financial Adviser Movement, August 4, 2022

A net loss of (-24) advisers with significant movement of advisers across several licensees. We also look at how the various business models (peer groups) compare over the busy financial year period.

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Weekly Financial Adviser Movement, July 28, 2022
FAR, ASIC Colin Williams 29/7/22 FAR, ASIC Colin Williams 29/7/22

Weekly Financial Adviser Movement, July 28, 2022

A small loss of (-5) advisers for the week. Less movement as the volatility at the end / start of the financial year comes to an end.

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Weekly Financial Adviser Movement, July 21, 2022
FAR, ASIC Colin Williams 21/7/22 FAR, ASIC Colin Williams 21/7/22

Weekly Financial Adviser Movement, July 21, 2022

July remains positive with plus 22 net ‘current’ advisers added to the ASIC FAR listing. We also introduce a new mapping tool for finding advisers.

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Weekly Financial Adviser Movement, July 14, 2022
FAR, ASIC Colin Williams 14/7/22 FAR, ASIC Colin Williams 14/7/22

Weekly Financial Adviser Movement, July 14, 2022

Another positive week of financial adviser growth. This week we analyse the number of advisers who are on track to get their ‘approved qualifications’ for Jan 1, 2026.

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Weekly Financial Adviser Movement, July 7, 2022
FAR, ASIC Colin Williams 7/7/22 FAR, ASIC Colin Williams 7/7/22

Weekly Financial Adviser Movement, July 7, 2022

A very busy week of reporting despite the minor shift in advisers of only +2. As happens when we cross financial years, many advisers switch and others start their new AFSLs, and this occurred again this week.

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Weekly Financial Adviser Movement, June 30, 2022
FAR, ASIC Colin Williams 30/6/22 FAR, ASIC Colin Williams 30/6/22

Weekly Financial Adviser Movement, June 30, 2022

Losses picked up as we get very close to exiting the financial year. Over 100 advisers lost and another 14 licensees closed.

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Weekly Financial Adviser Movement, June 23, 2022
FAR, ASIC Colin Williams 23/6/22 FAR, ASIC Colin Williams 23/6/22

Weekly Financial Adviser Movement, June 23, 2022

Losses were slowed this week, thanks largely to a strong number of new Provisional Advisers coming on board.

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Weekly Financial Adviser Movement, June 16, 2022
FAR, ASIC Colin Williams 16/6/22 FAR, ASIC Colin Williams 16/6/22

Weekly Financial Adviser Movement, June 16, 2022

Losses for both advisers and small licensees eased this week. Notable that many advisers being appointed have had a break. Few are switching directly from one licensee to another.

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Weekly Financial Adviser Movement, June 9, 2022
FAR, ASIC Colin Williams 9/6/22 FAR, ASIC Colin Williams 9/6/22

Weekly Financial Adviser Movement, June 9, 2022

Another big week of small self licensed AFSLs closing, i.e. down to zero advisers. 31 closed and a net reduction of (-89) advisers for the week.

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