Insights
What the public registers say about advisers, wholesale firms, fund managers and family offices — and how distribution teams put it to work.
Australia has roughly 15,000 licensed financial advisers across about 3,300 practices. Where they sit, how the number is trending, and what it means for fund distribution.
DistributionWhen an adviser switches licensee, their platform shortlist and approved product list are re-papered. Why movement data should drive a BD call list, and how to use it.
Market structureOver 9,000 AFS licensees and corporate authorised representatives operate wholesale-only in Australia — invisible on the Financial Advisers Register. How to map them.
PlaybookA practical method for segmenting Australia's 15,000 advisers into a call list: region, practice size, licensee ownership, movement and wholesale overlays.
Market structureFamily offices rarely advertise. Charity registers, trust structures and licensing data leave a public footprint — here's how 1,900+ family-office signals can be mapped.