This table identifies the partial or full ownership of the larger financial planning practices by the financial institutions. What it does not show is the thousands of small practices operating under obscure trading names but ultimately licensed and controlled by financial institutions. Asking the adviser who owns their AFS License will reveal the type of product recommendations you are likely to get.
| ADVISER GROUPS |
INSTITUTIONAL OWNERSHIP DETAILS |
| Advisor Investment Services |
ING |
| AETUS |
AXA |
| Apogee |
NAB |
| Bleakleys |
ING |
| Bridges Financial Services |
Australian Wealth Managers |
| Cameron Walsh |
Royal Sun Alliance |
| Charter Financial Planning |
AXA |
| Chifley |
Aberdeen |
| Commonwealth Financial Planning |
Commonwealth Bank |
| Consultum |
IOOF |
| Financial Wisdom |
Commonwealth Bank |
| Garrisons |
AXA |
| Garvan Financial Planning |
National Australia Bank |
| Genesys |
AXA |
| Godfrey Pembroke |
National Australia Bank |
| Guardian |
Royal Sun Alliance |
| Hartley Poynton |
Royal Bank of Canada |
| Hillross Financial Planning |
AMP |
| Investor Security Group |
Perpetual |
| Industry Fund Financial Planning |
25 Industry Funds |
| IPAC Securities |
AXA |
| KPMG Financial Planning |
Westpac |
| Lend Lease Financial Planning |
National Australia Bank |
| Lynx |
ING |
| Meritom |
Aviva |
| Milenium 3 |
ING |
| MLC |
NAB |
| PACT Accountants Investment Group |
St George Bank |
| Partnership Planning |
ING |
| Professional Investment Services |
AVIVA |
| Protax |
ANZ |
| Quadrant |
Garrisons/Challenger |
| Retireinvest |
ING |
| Securitor Financial Group |
Westpac |
| Sentry |
ING |
| Whitaker McNaught |
Commonwealth Bank |
| Winchcombe Carson |
IOOF |
