Adviser Ratings

𝗪𝗵𝘆 𝗔𝗱𝘃𝗶𝘀𝗲𝗿𝘀 𝗦𝘁𝗼𝗽𝗽𝗲𝗱 𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗥𝗲𝗳𝗼𝗿𝗺 No reform? No problem. Financial advisers are proving they don’t need political permission to evolve. While legislative change stalls, the profession is forging ahead—embracing innovation, leveraging technology, and reshaping business models to grow stronger and more profitable. 𝗧𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗮𝗱𝘃𝗶𝗰𝗲 𝗶𝘀𝗻’𝘁 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗼𝗻 𝗖𝗮𝗻𝗯𝗲𝗿𝗿𝗮—𝗶𝘁’𝘀 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴. 🚀 #AdviceMatters #WealthManagement #FutureOfAdvice #DBFO #CSLR   

Advice Industry Shake-Up: Here’s What You Missed This Week ⚠️ $𝟵𝟬𝗞 𝗽𝗲𝗻𝗮𝗹𝘁𝘆 𝗼𝘃𝗲𝗿 𝗱𝗮𝘁𝗲 𝗲𝗿𝗿𝗼𝗿 reminds us: compliance is critical. 🧨 𝗖𝗦𝗟𝗥 𝗶𝗻 𝘁𝗵𝗲 𝗵𝗼𝘁 𝘀𝗲𝗮𝘁 – Minister Jones says the current model is “unsustainable.” 🏛 Financial Advice Association Australia (FAAA) welcomes David Barrett to lead policy & advocacy. 🤖 Otivo 𝗹𝗮𝘂𝗻𝗰𝗵𝗲𝘀 𝗔𝗜 𝗮𝗱𝘃𝗶𝗰𝗲 𝘁𝗼𝗼𝗹—‘national first’ for affordable digital advice. 🤝 𝗘𝘅𝗽𝗮𝗻𝗱𝗶𝗻𝗴 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 - My Dealer Services teams up with Colonial First State 📈 𝗥𝗶𝘀𝗸 𝗮𝗱𝘃𝗶𝗰𝗲 𝗿𝗲𝗯𝗼𝘂𝗻𝗱𝘀 – early recovery signs are in. HUB24 Limited Netwealth - See Wealth Differently (ASX:NWL) AZ NGA Wealth Architects #FinancialAdvice #CSLR #RiskAdvice #MergersAndAcquisitions

We're thrilled to share the amazing feedback pouring in! Stories from advisers' clients highlight just how transformative financial advice can be in their lives. Sheshan Wickramage of Wick Financial in Scoresby, VIC ⭐⭐⭐⭐⭐ From Yos, 35 - 45 years Ashley Brown of Clear Sky Financial in Mermaid Beach, QLD ⭐⭐⭐⭐⭐ From Aaron, 46 - 55 years Bill Merambeliotis of RetireInvest Dandenong in Dandenong, VIC ⭐⭐⭐⭐⭐ From Cheryl, 65+ years Ryan Hateley of @Future Vue Financial Planning in Highett, VIC ⭐⭐⭐⭐⭐ From Shiralee, 56 - 65 years Ready to boost your reputation? Invite clients to review straight from your adviser portal: https://hubs.ly/Q03f2pDt0 #reviews #fivestarreviews #financialadvisers #financialadvice #advicematters

🚗💸 𝗖𝗮𝗿𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗟𝗲𝗳𝘁 𝗼𝗳 𝗠𝗲, 𝗕𝘂𝗱𝗴𝗲𝘁𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 – 𝗛𝗲𝗿𝗲 𝗜 𝗔𝗺, 𝗦𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗶𝗱𝗱𝗹𝗲 𝗼𝗳 𝗮𝗻 𝗘𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗬𝗼𝘂 is this week’s article from Adviser Ratings. With Client Advice Records now live and election season heating up, advisers are stuck navigating a maze of compliance, politics and client expectations. How do you cut through the noise and keep your advice sharp? 👀 #Budget2025 #FinancialPlanning #FinancialAdvice #DBFO

𝗙𝗮𝘀𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗺𝗲𝗮𝗻 𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝗮𝗱𝘃𝗶𝘀𝗲𝗿𝘀 𝘀𝘁𝗮𝗻𝗱 𝗼𝘂𝘁—𝗵𝗲𝗿𝗲’𝘀 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸’𝘀 𝗔𝗱𝘃𝗶𝗰𝗲 𝗥𝗲𝗰𝗮𝗽: 📄 The DBFO Tranche 2 draft lands—Financial Advice Association Australia (FAAA) calls for major changes, saying the reforms fall short. 🧬 Genetic testing in life insurance stirs concern, while ASIC faces pressure to ease breach reporting burdens. 💼 Deal flow rolls on: PSC Insurance Brokers acquires EWM Group and Leeuwin Wealth targets $1B FUM. 🤖 AMPs AI filenote assistant leads tech upgrades, with AstuteWheel and HeirWealth rolling out tools to boost client engagement. 🧠 Emotional intelligence emerges as a top adviser skill—critical for navigating aged care, retirement anxiety, and market fear. #FinancialAdvice #DBFO #WealthManagement #AdviceMatters #LifeInsurers Infocus (Australia) Centrepoint Alliance

🪙 Lost track of your old Bitcoin stash? You might not be out of luck. In this week's Ask an Adviser series, Nick Zvezdakoski of Strategic Wealth shares insights on recovering long-forgotten Bitcoin, breaking down what steps to take, how wallets and keys work, and where to start if you’ve misplaced your access. 👇Read more below Got a money question on your mind? Head to the link in the comments! #CryptoRecovery #Bitcoin #AdviceMatters #AdviserInsights #AskAnAdviser

We continue to receive outstanding feedback! Client testimonials underscore the significant impact that financial advice has on their lives. Arvin Leonor CFP® Leonor of CareSuper in Melbourne ⭐⭐⭐⭐⭐ From Acland, 65+ years Simon Boom CFP® of Scion Advice in Nowra, NSW ⭐⭐⭐⭐⭐ Julie, 65+ years, Chantel Woods of Financial Solutions in Mount Pleasant, QLD ⭐⭐⭐⭐⭐ Kaitlyn, under 35 years Robert Jowett of Paterson Retirement Planning in Melbourne ⭐⭐⭐⭐⭐ From Noel, 65+ years Ready to boost your reputation? Invite clients to review straight from your adviser portal: https://hubs.ly/Q03d1v8Z0 #reviews #fivestarreviews #financialadvisers #financialadvice #advicematters

𝗧𝗵𝗲 $𝟰 𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗦𝘂𝗽𝗲𝗿 𝗦𝗲𝗰𝗿𝗲𝘁: 𝗪𝗵𝘆 𝗔𝗱𝘃𝗶𝘀𝗲𝗿𝘀 𝗖𝗵𝗼𝗼𝘀𝗲 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 While #industrysuper giants may dominate APRA's rankings, ProductRex data shows adviser-directed investments moving counter to market trends. The industry behemoths are experiencing the largest client exodus, with poorer NPS scores, while platforms like HUB24 Limited, Netwealth - See Wealth Differently (ASX:NWL) and Colonial First State are attracting significant new business. Why? Advisers prioritise tech integration and operational efficiency over performance metrics. 💻 Two distinct super markets are emerging with divergent futures. What's your experience with this disconnect? #FinancialAdvice #AdviceMatters #InvestmentTrends #WealthManagement

𝗦𝗵𝗼𝗿𝘁 𝗼𝗻 𝘁𝗶𝗺𝗲? 𝗛𝗲𝗿𝗲’𝘀 𝘆𝗼𝘂𝗿 𝗺𝘂𝘀𝘁-𝗸𝗻𝗼𝘄 𝗪𝗲𝗲𝗸𝗹𝘆 𝗔𝗱𝘃𝗶𝗰𝗲 𝗥𝗲𝗰𝗮𝗽 🔒 ASIC cracks down on misconduct, permanently banning a Sydney adviser for fraudulent conduct. 📈 Managed accounts are surging, with nearly 60% of advisers now using them—driving $200 billion in funds under management. ⚖️ Consumer groups want the CSLR cap quadrupled, fuelling fresh debates over adviser liabilities. 💼 Australian advice firms are hot commodities, with international buyers eyeing the sector’s strong pricing power. 🌏 Wilsons Advisory expands into WA, bringing on industry veterans to lead their new Perth operations. 𝗖𝗮𝘁𝗰𝗵 𝘂𝗽 𝗶𝗻 𝗺𝗶𝗻𝘂𝘁𝗲𝘀 𝗮𝗻𝗱 𝗴𝗲𝘁 𝗯𝗮𝗰𝗸 𝘁𝗼 𝘄𝗵𝗮𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀—𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. #FinancialAdvice #WealthManagement #ASIC #ManagedAccounts

🏡 𝗖𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗶𝗻𝗴 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗮𝗻𝗱 𝗯𝗼𝗼𝘀𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘀𝘂𝗽𝗲𝗿? There's a lot to navigate to ensure a tax-efficient outcome. In this week's Ask an Adviser series, Alex Berlee from AGS Financial Group shares smart ways to cut capital gains tax. From timing your sale wisely to maximising super contributions, he breaks down key strategies to keep more money in your pocket. 𝗚𝗼𝘁 𝗮 𝗺𝗼𝗻𝗲𝘆 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗺𝗶𝗻𝗱? 𝗛𝗲𝗮𝗱 𝘁𝗼 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀! #CapitalGainsTax #Superannuation #RetirementPlanning #FinancialAdvice #AskAnAdviser