Welcome To The Members Lounge
Review the page links below to access the dashboards and databases
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Client Segmentation Tool
Designed for financial planners who want to better plan their client database. A quick method for understanding your revenue stream and time taken to service each segment of your client base
Adviser Movement
Fast Facts
Here you can quickly see the movement of advisers for the week, financial and calendar year. We include ALL licensees in the data including new licensees.
Quickly move to other dashboards that gives you a quick overview as to how the key licensees and licensee owners and peer groups are performing. Opportunity to define the market and timing of your choice
Licensee and Adviser
‘Deep Dive’
See all licensee movement by their owners, our unique star rating across all licensees, the percentage advisers that offer investments, risk, securities, margin lending and more. We cover off qualifications, provisional and new advisers by licensees and peer groups. See which advisers joined, left and switched licensees this week and much more.
Search AFSLs - Link To Advisers
Search all AFSLs (Licensees) to gain a combination of detailed information by each licensee, and their individual advisers.
Super fast search options and yes - it works great on a mobile
Adviser Search
Quickly find advisers with different search options including direct search by name or number, by post code area or by licensee. - Once found, find details including our ‘Star’ rating for each adviser.
Ceased Adviser Search
We have matched the majority of ‘ceased’ advisers with previous ASIC FARs. This will provide additional details to ceased advisers.
Use this search to track down ceased advisers who may be qualified to join your business
Superannuation Data By Fund Type
Analysed the APRA Superannuation data and included ABS population data, ATO SMSF data and our own Adviser numbers. Most dashboards are interactive and cover of returns, assets, investment assets and much more.
SMSF Statistics
SMSF statistics with an overlay of adviser numbers. Updated quarterly with the release from the ATO
Super Funds Statistics
The key statistics for all Superannuation funds reporting to APRA plus SMSF Data - Taken from APRA’s Annual Fund Level Statistics. See superfunds size by assets, members, growth, fees, advice fees, investments and investment allocation. Charts can be created by fund type and by size.