Weekly Adviser Movements For Australia Up To September 2, 2021

AR Data brings you the latest adviser movements for Australia. Join Adviser Ratings' Founder Angus Woods as he takes us through the week's latest industry insights and adviser movements, in this 2-minute video

We see the long term adviser exit trend continue this week. We are now actively monitoring long term impacts to wealth vendors based on our new Adviser Flight Risk Score.

A shout out to this week’s switchers with Suzie Wood switching to Regal Advice, Dale Martens to Oreana Financial Services and John Kelly to Lifespan Financial Planning.

We welcome 7 new advisers to the industry: Barbara Brkich, Carly Davies, Joey Sorensen, Natalie Ann Williams, Sidharth Pais, Amy Lehmann and James Drysdale. Great to see the number of women entering the profession!

Thank you to our sponsor of the weekly movements musical chairs video - Loomis Sayles Global Equity Opportunities

 

 

Article by:

Angus Woods

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