CoreData announces the ‘Best of the Best’  2017 Australian Licensee Award Winners

CoreData has been conducting research and benchmarking the ‘Best of the Best’ Licensees in Australia since 2002.

Again this year CoreData partnered with Professional Planner to announce the Award Winners at the annual Licensee Summit in the Blue Mountains, Katoomba, NSW.

The research asked more than 1500 advisors who manage the financial affairs of more than a quarter of million Australians, their anonymous views of their respect licensee’s go to market offer. The research also benchmarks the critical elements of each Licensee’s  ‘market offers’ as well as garnishing advisers views on the upcoming industry education standards, technology adoption and robo advice. It also attained insights on which Licensees are under pressure with adviser retention and why.

And while many advisers clearly enjoyed the opportunity to have an anonymous voice  about the shortcomings of their licensees, the overall ‘Sentiment’ trends was up. Interestingly though, adviser ‘Loyality’ has taken a dip, this may be explained by shifts in ideology, leadership and ownership within some licensees.

The 2017 CoreData/Professional Planner Institutionally Branded Licensee Award   Finalists and Award Winners are:

Finalists – MLC Advice Stores | Commonwealth Bank Financial Planning | CBA Pathways

Winner  – CoreData/Professional Planner Institutionally Branded Licensee Award for 2017 – Commonwealth Bank Financial Planning

The 2017 CoreData/Professional Planner Institutionally Affiliated Licensee Award Finalists and Award Winners are:

Finalists – Matrix Financial Planning | RI Advice | Financial Services Partners

Winner  – CoreData/Professional Planner Licensee Institutionally Affiliated Award for 2017 – Matrix Financial Planning

The 2017 CoreData/Professional Planner Independently Owned Licensee Award 2017 Finalists and Award Winners are:

Finalists – Fortnum Financial Advisers | GPS Wealth | Alliance Wealth

Winner  – CoreData/Professional Planner Licensee Independently Owned Award for 2017 – GPS Wealth

The 2017 CoreData/Professional Planner Overall Licensee Award Winner was:

Matrix Financial Planning

CoreData and Professional Planner would like to congratulate all the Finalists and Award Winners.

This research is critical for anyone running a licence, creating internal/ external performance benchmarks or considering to establish a Licensee.

For more information regarding this research  please contact: Sean.Allen@coredata.com.au