Top Financial Planning Groups Survey 2019

The Money Management TOP Financial Planning Groups Survey is the longest running annual snapshot of the leading advice groups in the sector.

This year’s Money Management’s survey on TOP Financial Planning Groups has found that one of the key issues occupying financial planners’ minds in recent months has been the change of rules being driven by the Royal Commission and how to navigate them.

The printed table

The printed table appeared in Money Management magazine

  • In Excel format: $495+GST
  • Number of planners
  • Year on year change in a number of planners (2019 vs.2018)
  • Ownership figures
  • Funds Under Advice
  • Minimum education requirement (for current and new advisers).

 

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This version includes the following fields:

  • Planning group rankings
  • As locked PDF: $330 +GST

 

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​Have a question about the Money Management TOP Financial Planning Groups 2019?

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