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Who Owns Who

The following 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 GROUPSINSTITUTIONAL OWNERSHIP DETAILS
ApogeeNAB
Bridges Financial ServicesIOOF
Charter Financial PlanningAMP
Commonwealth Financial PlanningCommonwealth Bank
ConsultumIOOF
Financial WisdomCommonwealth Bank
GarrisonsAMP
Garvan Financial PlanningNAB
Godfrey PembrokeAMP
GuardianSuncorp
Hillross Financial GroupAMP
Industry Fund Financial PlanningVarious industry funds
IPAC SecuritiesAMP
JB WereNAB
MeritumNAB
Milenium 3ANZ
MLCNAB
RetireInvestOne Path
Securitor Financial GroupWestpac
St George Financial PlanningWestpac
ShadforthsIOOF
Whitaker McNaughtCommonwealth Bank