Adviser Ratings
Adviser Ratings
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Weekly Adviser Movements for Australia up to June 19, 2024
After steadily increasing to 15,600 over the year, adviser numbers fell below this mark this week.
The profession welcomes four new advisers, including Jack Vaughan of LFC Group in Warrawong, NSW; Aby Cowley joining Bell Potter; and Johnson Duong joining AMP Financial Planning, continuing his work with the Blueprint Wealth team in Perth.
Licensees who saw the biggest gains were Capstone Financial Planning, with four new advisers. Followed by IA Advice, with both additional advisers coming across from Crest Wealth.
Crest Wealth Advice experienced the biggest loss this week, losing four advisers, effectively sunsetting the licensee.
#weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements
zhlédnutí: 159

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Weekly Adviser Movement for May 23, 20241:37Weekly Adviser Movement for May 23, 2024
Weekly Adviser Movement for May 23, 2024
zhlédnutí 116Před 3 měsíci
This week sees an increase in the adviser community with 10 new professionals joining the industry. A big welcome to all, including Deepack Raj (JBWere), William Ratcliffe (Koda Capital), and Sally Larsen (FYG Planners). Biggest gains from Boutique Advisers Private Wealth after a licencing restructure. #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice ...
Weekly Adviser Movements for Australia up to May 16, 20241:58Weekly Adviser Movements for Australia up to May 16, 2024
Weekly Adviser Movements for Australia up to May 16, 2024
zhlédnutí 19Před 3 měsíci
This week sees a notable increase in the adviser community with 21 new professionals joining the industry. A big welcome to all, including James Marazita (National Australia Bank), Cain Corkery (Wealth Today), and Brittney Brockhurst (Koda Capital). Four licensees tied for the biggest gains of the week, each with 4 new advisers: Doctors Financial Services, Diregere Advisory, Charter Financial P...
Weekly Adviser Movements for Australia up to May 9, 20241:48Weekly Adviser Movements for Australia up to May 9, 2024
Weekly Adviser Movements for Australia up to May 9, 2024
zhlédnutí 119Před 3 měsíci
Another uptick in adviser numbers with 15 new entrants this week. Welcome to all those joining the industry including Jye McLaughlin (Viva Wealth Financial Services), Stefanie Goodwin (Synchron Advice), and Rachel Hubbard (Advice Evolution). The biggest gain of the week goes to new licensee FF Financial Services, with 7 joining. #weeklymovements #weeklyupdates #ardata #financialadvice #affordab...
Weekly Adviser Movements for Australia up to May 2, 20242:03Weekly Adviser Movements for Australia up to May 2, 2024
Weekly Adviser Movements for Australia up to May 2, 2024
zhlédnutí 119Před 4 měsíci
14 new advisers joining the ranks this week, with only 3 net exits. Welcome to Tobias Stewart (Hartmann Planning), Olivia Odgaard (HKS Group Licensee), and Saxon Kirkley (Morgans Financial). PSK Advisory Services takes the biggest gain of the week with 5 advisers coming across from Charter Financial Planning. Followed closely by Alliance Wealth and new licensee, Baker Advice. #weeklymovements #...
Weekly Adviser Movements for Australia up to April 25, 20242:00Weekly Adviser Movements for Australia up to April 25, 2024
Weekly Adviser Movements for Australia up to April 25, 2024
zhlédnutí 138Před 4 měsíci
This week saw low movement across the advice space, with only 2 net exits and 1 adviser joining the industry. With that, a big welcome to Veronika Glover of Oakview Financial. And for the second week in a row, Alliance Wealth takes the biggest gain with 3 joining. #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements
Weekly Adviser Movements for Australia up to April 18, 20241:52Weekly Adviser Movements for Australia up to April 18, 2024
Weekly Adviser Movements for Australia up to April 18, 2024
zhlédnutí 131Před 4 měsíci
A drop in total adviser numbers this week, with 10 net exits. The industry welcomes 2 new entrants: Jarrod Blain (Belfast Wealth Advice) and Samuel Carter (Alliance Wealth). Alliance Wealth sees 3 joining overall, taking the biggest gain of the week. #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements
Weekly Adviser Movements for Australia up to April 11, 20242:03Weekly Adviser Movements for Australia up to April 11, 2024
Weekly Adviser Movements for Australia up to April 11, 2024
zhlédnutí 140Před 4 měsíci
Exits and entrants cancel each other out in this week’s movements, with the total number of Australian advisers remaining the same as last week. A big welcome to 4 new advisers: Abdul Abid (Financial Services Group Australia), William Woodford (Templeton Advice Group), Ben Hutchieson (National Australia Bank), and Lachlan Walsh (Morgans Financial). The biggest gain of the week goes to Interprac...
Weekly Adviser Movements for Australia up to April 4, 20242:30Weekly Adviser Movements for Australia up to April 4, 2024
Weekly Adviser Movements for Australia up to April 4, 2024
zhlédnutí 166Před 4 měsíci
A sudden drop in numbers this week, with 20 net exits. Welcome to the industry’s 6 new advisers including Florence McDonald (National Australia Bank), Thomas Bryans (Charter Financial Planning), and Paras Sikka (Integrity Financial Planners). Adrians Wealth Management and Altitude Wealth Management tie for the biggest gain of the week, both with 3 joining. #weeklymovements #weeklyupdates #ardat...
Weekly Adviser Movements for Australia up to March 21, 20241:31Weekly Adviser Movements for Australia up to March 21, 2024
Weekly Adviser Movements for Australia up to March 21, 2024
zhlédnutí 139Před 5 měsíci
This week new entrants exceeded the number of exits, bringing a modest increase in adviser numbers. Extending a big welcome to those joining including Moustafa Rabah (AMP Financial Planning), Bayley Hall (Matrix Planning Solutions), and Renita Waring (Altitude Wealth Management). The biggest gain of the week goes to Alliance Wealth with 8 joining. Followed closely by Count Financial with 6. #we...
Weekly Adviser Movements for Australia up to March 14, 20241:25Weekly Adviser Movements for Australia up to March 14, 2024
Weekly Adviser Movements for Australia up to March 14, 2024
zhlédnutí 93Před 5 měsíci
This week, 12 net advisers departed from the industry. Nevertheless, we also welcome 5 new professionals including Jack McCambley (JBWere), Holly Carter (Alliance Wealth), and Emma Burrows (AMP Financial Planning). And the spotlight is on B. Moses Investment Services with an influx of 10 advisers switching from Australia National Investment Group - taking the biggest gain of the week. #weeklymo...
Weekly Adviser Movements for Australia up to March 7, 20241:33Weekly Adviser Movements for Australia up to March 7, 2024
Weekly Adviser Movements for Australia up to March 7, 2024
zhlédnutí 141Před 5 měsíci
This week marks a dynamic period for licensees, with 34 switches. The industry also welcomes an additional 8 professionals including Susan Cheng (Morgan Stanley Wealth Management Australia), Ben Henderson (My Fortress), and Yeshan Gunarathne (Lifestyle Asset Management). Count Financial sees 7 advisers joining, taking the biggest gain of the week. #weeklymovements #weeklyupdates #ardata #financ...
Weekly Adviser Movements for Australia up to February 29, 20241:21Weekly Adviser Movements for Australia up to February 29, 2024
Weekly Adviser Movements for Australia up to February 29, 2024
zhlédnutí 42Před 6 měsíci
Another 16 net exits from the industry this week, bringing the total number of Australian advisers to 15,625. Welcome to Ashleigh Dodt (Infocus Securities Australia), Timothy Renfrey (Ord Minnett), and Glyn Cooper (EFG Advice Australia). The biggest gain of the week goes to Godfrey Pembroke Group, with 2 joining. #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #access...
Weekly Adviser Movements for Australia up to February 22, 20241:27Weekly Adviser Movements for Australia up to February 22, 2024
Weekly Adviser Movements for Australia up to February 22, 2024
zhlédnutí 134Před 6 měsíci
17 net advisers leaving the industry this week. We also welcome 7 joining, including Sanchi Kogata (Synchron Advice), Robert Till (Millennium3 Financial Services), and Emily Ugarkovic (Bridge Private Wealth AFSL). Count Financial takes the biggest gain of the week once again with 3 advisers coming across from Affinia. #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #a...
Weekly Adviser Movements for Australia up to February 15, 20241:33Weekly Adviser Movements for Australia up to February 15, 2024
Weekly Adviser Movements for Australia up to February 15, 2024
zhlédnutí 117Před 6 měsíci
A slight influx in licensee switches this week. We also welcome 7 advisers to the industry: Matthew White (Shadforth Financial Group), Jack Wyer and James Phelan (Capstone Financial Planning), James Dargaville (Koda Capital), Kara Nikolakopoulos (Centre In Financial Planning), Jennifer Laing (Interprac Securities), and Julian Zaffino (Next Generation Advice). Taking the biggest gain of the week...
Weekly Adviser Movements for Australia up to February 8, 20241:30Weekly Adviser Movements for Australia up to February 8, 2024
Weekly Adviser Movements for Australia up to February 8, 2024
zhlédnutí 137Před 6 měsíci
Weekly Adviser Movements for Australia up to February 8, 2024
Weekly Adviser Movements for Australia up to February 1, 20241:33Weekly Adviser Movements for Australia up to February 1, 2024
Weekly Adviser Movements for Australia up to February 1, 2024
zhlédnutí 232Před 7 měsíci
Weekly Adviser Movements for Australia up to February 1, 2024
Weekly Adviser Movements for Australia up to January 25, 20241:42Weekly Adviser Movements for Australia up to January 25, 2024
Weekly Adviser Movements for Australia up to January 25, 2024
zhlédnutí 121Před 7 měsíci
Weekly Adviser Movements for Australia up to January 25, 2024
Weekly Adviser Movements for Australia up to January 18, 20241:30Weekly Adviser Movements for Australia up to January 18, 2024
Weekly Adviser Movements for Australia up to January 18, 2024
zhlédnutí 131Před 7 měsíci
Weekly Adviser Movements for Australia up to January 18, 2024
Weekly Adviser Movements for Australia up to January 11, 20241:42Weekly Adviser Movements for Australia up to January 11, 2024
Weekly Adviser Movements for Australia up to January 11, 2024
zhlédnutí 139Před 7 měsíci
Weekly Adviser Movements for Australia up to January 11, 2024
Weekly Adviser Movements for Australia up to December 14, 20231:31Weekly Adviser Movements for Australia up to December 14, 2023
Weekly Adviser Movements for Australia up to December 14, 2023
zhlédnutí 49Před 8 měsíci
Weekly Adviser Movements for Australia up to December 14, 2023
Weekly Adviser Movements for Australia up to December 7, 20231:46Weekly Adviser Movements for Australia up to December 7, 2023
Weekly Adviser Movements for Australia up to December 7, 2023
zhlédnutí 166Před 9 měsíci
Weekly Adviser Movements for Australia up to December 7, 2023
Weekly Adviser Movements for Australia up to November 30, 20231:38Weekly Adviser Movements for Australia up to November 30, 2023
Weekly Adviser Movements for Australia up to November 30, 2023
zhlédnutí 139Před 9 měsíci
Weekly Adviser Movements for Australia up to November 30, 2023
Weekly Adviser Movements for Australia up to November 23, 20231:29Weekly Adviser Movements for Australia up to November 23, 2023
Weekly Adviser Movements for Australia up to November 23, 2023
zhlédnutí 165Před 9 měsíci
Weekly Adviser Movements for Australia up to November 23, 2023
Weekly Adviser Movements for Australia up to November 16, 20231:25Weekly Adviser Movements for Australia up to November 16, 2023
Weekly Adviser Movements for Australia up to November 16, 2023
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Weekly Adviser Movements for Australia up to November 16, 2023
Weekly Adviser Movements for Australia up to November 9, 20231:37Weekly Adviser Movements for Australia up to November 9, 2023
Weekly Adviser Movements for Australia up to November 9, 2023
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Weekly Adviser Movements for Australia up to November 9, 2023
Weekly Adviser Movements for Australia up to November 2, 20231:31Weekly Adviser Movements for Australia up to November 2, 2023
Weekly Adviser Movements for Australia up to November 2, 2023
zhlédnutí 231Před 10 měsíci
Weekly Adviser Movements for Australia up to November 2, 2023
Weekly Adviser Movements for Australia up to October 26, 20231:30Weekly Adviser Movements for Australia up to October 26, 2023
Weekly Adviser Movements for Australia up to October 26, 2023
zhlédnutí 213Před 10 měsíci
Weekly Adviser Movements for Australia up to October 26, 2023
Weekly Adviser Movements for Australia up to October 19, 20231:27Weekly Adviser Movements for Australia up to October 19, 2023
Weekly Adviser Movements for Australia up to October 19, 2023
zhlédnutí 189Před 10 měsíci
Weekly Adviser Movements for Australia up to October 19, 2023
Weekly Adviser Movements for Australia up to October 12, 20231:39Weekly Adviser Movements for Australia up to October 12, 2023
Weekly Adviser Movements for Australia up to October 12, 2023
zhlédnutí 195Před 10 měsíci
Weekly Adviser Movements for Australia up to October 12, 2023

Komentáře

  • @GMRyan13
    @GMRyan13 Před 3 měsíci

    Lawrence Mooney is brilliant.

  • @doriandefonce8243
    @doriandefonce8243 Před 5 měsíci

    "Promo sm" 🙃

  • @elfiecrystal111
    @elfiecrystal111 Před 5 měsíci

    Fabulously funny

  • @LucyRussel
    @LucyRussel Před rokem

    "Promo SM"

  • @MD-ib4ix
    @MD-ib4ix Před rokem

    Head

  • @MD-ib4ix
    @MD-ib4ix Před rokem

    Please put your in a different corner so it doesn’t block PowerPoint graph - otherwise good stuff

  • @christinaraymond1167
    @christinaraymond1167 Před rokem

    Becoming a millionaire definitely isn't easy, Building a business and investment starts with believing you can do it! And that's why investing in the financial markets is really good

  • @bwpete5568
    @bwpete5568 Před rokem

    Wow, I left about 18 months ago and haven’t paid much attention since… seems advice is still not becoming a better place to work. More than a thousand have followed me out the door.

  • @bolingerneurenburgh6177
    @bolingerneurenburgh6177 Před 2 lety

    AMP is in free-fall. The only adviser's left are the ones that cannot get out of their bank loans

  • @johnwhite1276
    @johnwhite1276 Před 2 lety

    Experienced advisers need to be recognised ASAP

  • @trainmanification
    @trainmanification Před 2 lety

    Brilliant..loved it

  • @ADHDMoneyandBusiness
    @ADHDMoneyandBusiness Před 3 lety

    Brilliant, thanks for sharing.

  • @AdviserratingsAu
    @AdviserratingsAu Před 3 lety

    adviserratings.com.au/yoursay

  • @LeonFelixRusso
    @LeonFelixRusso Před 4 lety

    Mooney's a genius; Koch is a talentless dick. One has charm and talent; the other has neither. Funny how Australia has a place for both of them; just shows that half the population are fucking morons.

  • @LyndaHill
    @LyndaHill Před 6 lety

    Fabulous. He's a complete crack up.

  • @coomadoug
    @coomadoug Před 6 lety

    Whorestwhalion

  • @MM54334
    @MM54334 Před 6 lety

    Joking about someone's sexuality is okay?

  • @danielburke9881
    @danielburke9881 Před 6 lety

    Great work Lawrence.

  • @afulle02
    @afulle02 Před 6 lety

    Wonderful

  • @rhondabalzanbastow7783
    @rhondabalzanbastow7783 Před 6 lety

    Hes got him down pretty much

  • @youtuber6060
    @youtuber6060 Před 6 lety

    🤣🤣🤣💯

  • @carpathianken
    @carpathianken Před 8 lety

    Fiire hyydrant

  • @RonnieCashman
    @RonnieCashman Před 8 lety

    Please Lawrence do an update of Malcollllm after his non interview with Leigh Sales tonight .

  • @braydonjohn3322
    @braydonjohn3322 Před 8 lety

    christopher piiiine 😂😂

  • @AdviserratingsAu
    @AdviserratingsAu Před 9 lety

    Want to help us change an industry? #AdviserRatings #FinancialAdvisers #FinServ Watch video: czcams.com/video/xX-PPeNbONc/video.html

  • @AdviserratingsAu
    @AdviserratingsAu Před 10 lety

    Christopher Zinn talks with Ross Greenwood on the first service of it's kind in Australia - an independent rating system of financial advisers