Top Dealer Groups Survey 2019

The Money Management Top Dealer Groups Survey is the longest running annual snapshot of the leading advice groups in the sector.

Based on size the survey also includes a range of other information including the education standards of planners, their professional indemnity insurance arrangement and the platforms, software, research houses and professional indemnity insurers they use. Compiled annually since 1999 the Top Dealer Groups Survey has continued to track the ‘big picture’ movements taking place in the area of financial planning as well as providing details and specifics about the planning groups involved.

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).

 

 

 

 

This version includes the following fields:

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

 

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Full Excel spread-sheet

The full data set was not published in Money Management due to its large size.
It is available for purchase as an unlocked Excel spread-sheet with all of the data fields (see below):  $2200 +GST

 

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