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Australia's only independent financial adviser ratings and customer review service
Barangaroo, Sydney
Joined July 2014
If youโd like to add your voice, our 2026 Landscape Survey is now open. It takes around 15 minutes and helps ensure adviser priorities shape the industry conversation heading into the year ahead. ๐ Take the survey here:
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๐ Christmas wishes to Australiaโs advisers ๐ Another demanding year for the advice profession, and advisers continued to show up for clients every day. Thank you for the work you do. Wishing you a relaxing Christmas and a strong start to 2026. #AdviceMatters
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Massive year for advisers so a Noosa beachfront escape sounds pretty perfect. Take the 2026 survey for a chance to win cash prizes and a luxe Noosa getaway plus unlock exclusive insights. Take the survey ๐ https://t.co/0HKckzZOJC
#AdviceLandscape2026 #FinancialAdvisers
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Is your growth strategy keeping up with how leading firms are winning new business? ๐ด๐ญ% ๐ป๐ผ๐ ๐ฐ๐ถ๐๐ฒ ๐ฒ๐
๐ถ๐๐๐ถ๐ป๐ด ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐ฎ๐ ๐๐ต๐ฒ๐ถ๐ฟ ๐๐ผ๐ฝ ๐๐ผ๐๐ฟ๐ฐ๐ฒ ๐ผ๐ณ ๐ป๐ฒ๐ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐. https://t.co/8FctOaflGB
#AdviceMatters #AdviceLandscape2025
moneymanagement.com.au
Over half of financial advice clients say they have found their adviser via a referral from an existing client, according to Dimensional.
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Adviser-led transitions are reshaping the super landscape with our data revealing 30% of clients now in SMSFs @AFR #SMSF #FinancialAdvice #Super #AdviceMatters
https://t.co/XZT7YikTBm
afr.com
The average self-managed super fund is now worth $1.9 million, making the sector a prime target of the proposed new tax on high balances.
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Ask an Adviser: โ๐โ๐๐ฒ ๐ท๐๐๐ ๐ฟ๐ฒ๐ฐ๐ฒ๐ถ๐๐ฒ๐ฑ ๐ฎ๐ป ๐ถ๐ป๐ต๐ฒ๐ฟ๐ถ๐๐ฎ๐ป๐ฐ๐ฒ โ ๐๐ต๐ผ๐๐น๐ฑ ๐ ๐๐ฎ๐ธ๐ฒ ๐ถ๐ ๐ถ๐ป ๐๐ต๐ฎ๐ฟ๐ฒ๐ ๐ผ๐ฟ ๐ฐ๐ฎ๐๐ต?โ ๐ฐ https://t.co/eyiZdWIxbI
#AskAnAdviser #AdviceMatters #WealthTransfer #Investing #AskAnAdviser
adviserratings.com.au
Kim is soon to receive her share of her motherโs estate and must decide whether to take it in shares or cash. With stock markets currently uncertain, the choice could significantly impact the...
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๐ข๐๐ฒ๐ฟ ๐ต๐ฎ๐น๐ณ ๐ผ๐ณ ๐๐บ๐ฎ๐น๐น ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฎ๐ฑ๐๐ถ๐ฐ๐ฒ ๐ณ๐ถ๐ฟ๐บ๐ ๐ฎ๐ฟ๐ฒ ๐บ๐ฎ๐ธ๐ถ๐ป๐ด ๐๐ฒ๐ฟ๐ผ ๐ฝ๐ฟ๐ผ๐ณ๐ถ๐ ๐ฐ Already running lean, this is essential reading. #AdviceLandscape2025 #FinancialAdvice
@Lonsec @vanguard_au @UniSuper @NEOS
https://t.co/YZ4VpQURTb
adviserratings.com.au
Independent financial advice practices can absolutely thrive, but success demands realistic planning and adequate preparation beforehand. Mandatory costs exceed $38,000 annually per adviser, with 58%...
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๐ก๐ฒ๐ฒ๐ฑ-๐๐ผ-๐ธ๐ป๐ผ๐ ๐๐ฝ๐ฑ๐ฎ๐๐ฒ๐ ๐ถ๐ป ๐ผ๐ป๐ฒ ๐ฝ๐น๐ฎ๐ฐ๐ฒ, ๐ป๐ผ ๐ณ๐น๐๐ณ๐ณ. This week, advisers push back hard against $67.3M CSLR Levy many say could break the profession. @FAAA @SIAA @ASIC_Connect @AustralianSuper
#ARWeeklyNews #FinancialAdvice
https://t.co/CWEZeJM2UY
adviserratings.com.au
The advice profession erupted over a proposed $67.3m CSLR levy, largely driven by failed schemes like Shield Master Fund and First Guardian. Adviser groups warned Treasury that forcing todayโs...
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๐จ Australians Are Losing Their Super to Scams ๐จ At Adviser Ratings, you can search, compare and connect with trusted financial advisers backed by real reviews from real Australians. #advicematters #superannuation
https://t.co/G8QyTvKpN7
afr.com
Some 11,000 investors are exposed to the collapse of Shield, First Guardian and Australian Fiduciaries. Financial advisers say they shouldnโt be the only ones to pay.
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Profitability isnโt a happy accident, itโs a strategy. The playbook for high-performance advice is here. ๐ https://t.co/djQaF6fpC3
#AdviceLandscape2025 #PracticeGrowth #FinancialPlanning #Profitability
adviserratings.com.au
Top financial practices achieve 40% profit margins, while 15% make zero profit. The difference? Successful practices are proactive, not reactive. This data-driven playbook reveals seven strategic...
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Why are advisers choosing products that donโt top the charts? We go beyond the rankings to uncover the real reasons advisers stay loyal to some products and walk away from others. https://t.co/nHsnHMzbzl
#AdviceLandscape2025ย #financialplanningย #platforms #superannuation
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๐จ ๐๐ป๐ฑ๐ฒ๐ฝ๐ฒ๐ป๐ฑ๐ฒ๐ป๐ฐ๐ฒ ๐ถ๐๐ปโ๐ ๐ฎ ๐๐ฟ๐ฒ๐ป๐ฑโ๐ถ๐โ๐ ๐๐ต๐ฒ ๐ป๐ฒ๐ ๐ณ๐ผ๐๐ป๐ฑ๐ฎ๐๐ถ๐ผ๐ป. @moneymanage unpacks our 2025 Advice Landscape Report https://t.co/47j6xx4OA5
@Lonsec @UniSuper @Vanguard
#AdviceLandscape2025 #financialplanning #WealthManagement
moneymanagement.com.au
The shift in scale and consolidation has led to substantial growth in large privately owned licensees, which have tipped past 20 per cent of advisers for the first time to make up 28.3 per cent of...
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See full 2025 Australian Financial Advice Landscape Report here:
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Our 2025 Landscape Report is out ๐ Median ongoing advice fees jumped 18% in a year to $4,668 โ up 67% in 5yrs, far outpacing inflation. @planner_tweets covered the fee jump here: https://t.co/VBxyLq8xSq
#AdviceLandscape2025 #AdviceFees
@Lonsec @UniSuperNews @vanguard_au
professionalplanner.com.au
The median ongoing advice fee has increased 18 per cent to $4668 in the past year, according to the latest Adviser Ratings landscape report. Over the past five years, advice fees have risen 67 per...
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Weโre already covering $20M of othersโ messes โ now the CSLR levy could hit again. Protect consumers? Yes. But fix the cause, not just send the bill. Who should pay? https://t.co/QCGDbmgqbW
#financialplanning #advisers #advicelandscape2025
adviserratings.com.au
Treasury's proposed CSLR levy aims to recover $47 million from current advisers to cover Dixon Advisory's collapse, with additional levies anticipated from Shield and First Guardian failures. After...
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Pressed for time? Catch this weekโs must-know advice news: ๐ @FinServCouncil green paper challenges AFS licences ๐ @AFCA complaints up 18% ๐ป @HUB24_Ltd &@netwealthInvest to overtake Insignia; @FNZ_Group + @Microsoft deal https://t.co/tzmaJXGKh8
#ARWeeklyNews #AdviceMatters
adviserratings.com.au
Short on time? Weโve distilled the weekโs biggest advice news into Key Takeaways for your practice. FSCโs bold green paper challenges the future of AFS licensing, AFCA reports a surge in investment...
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