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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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Financial Adviser Movement to Feb 23, 2023
FAR, ASIC Colin Williams 23/2/23 FAR, ASIC Colin Williams 23/2/23

Financial Adviser Movement to Feb 23, 2023

This week a small loss of (-5) advisers. We also look at the licensee owners market share of advisers and how it has changed since 2021.

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Financial Adviser Movement to Feb 16, 2023
FAR, ASIC Colin Williams 16/2/23 FAR, ASIC Colin Williams 16/2/23

Financial Adviser Movement to Feb 16, 2023

A decrease in adviser numbers of (-6). YTD still positive at 57. We take a look into new entrants that are now becoming a preferred growth opportunity for many licensees

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Financial Adviser Movement to Feb 9, 2023
FAR, ASIC Colin Williams 9/2/23 FAR, ASIC Colin Williams 9/2/23

Financial Adviser Movement to Feb 9, 2023

Advisers' transition to new licensees results in 33 net gain this week. Three-month gains and losses for licensee owners also provided.

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Financial Adviser Movement to Feb 2, 2023
FAR, ASIC Colin Williams 2/2/23 FAR, ASIC Colin Williams 2/2/23

Financial Adviser Movement to Feb 2, 2023

A net loss of (-26) advisers made to look a worse by the timing of adviser switches. This week, we also look at the 10 licensee owners that have had the most and least growth over the last three months.

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Financial Adviser Movement to Jan 26, 2023
FAR, ASIC Colin Williams 27/1/23 FAR, ASIC Colin Williams 27/1/23

Financial Adviser Movement to Jan 26, 2023

A solid weekly gain of 18 advisers. We also analyse the ‘Class of 2022’ - new entrants against all other advisers.

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Financial Adviser Movement to Jan 19, 2023
FAR, ASIC Colin Williams 19/1/23 FAR, ASIC Colin Williams 19/1/23

Financial Adviser Movement to Jan 19, 2023

A small loss of (-6) financial advisers for the week but the 2023 is still positive, up by 28. We did see 7 new Provisional Advisers but 5 also resigned.

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Financial Adviser Movement, Dec 22, 2022 to Jan 12, 2023
FAR, ASIC Colin Williams 12/1/23 FAR, ASIC Colin Williams 12/1/23

Financial Adviser Movement, Dec 22, 2022 to Jan 12, 2023

A solid start to the new year off the back of more Provisional Advisers being added to the ASIC FAR.

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Weekly Financial Adviser Movement, Dec 22, 2022
FAR, ASIC Colin Williams 22/12/22 FAR, ASIC Colin Williams 22/12/22

Weekly Financial Adviser Movement, Dec 22, 2022

A strong week of new Provisional Advisers couldn’t prevent a net loss of (-9) advisers for the week.

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Weekly Financial Adviser Movement, Dec 15, 2022
FAR, ASIC Colin Williams 15/12/22 FAR, ASIC Colin Williams 15/12/22

Weekly Financial Adviser Movement, Dec 15, 2022

A good week of growth this week driven by new entrants appearing as Provisional Advisers. We also indicate which states are under / over weight in advisers.

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