Adviser Ratings Update

A Note From Our CEO

As we approach Melbourne Cup day next Tuesday, Adviser Ratings can aptly analogise that having just passed our 3^rd year in operation, it has definitely been a two-mile race for the organisation. We launched with the ambition to make advisers more accessible to Australians in psychological ways that Australians are used to engaging – hence the reviews platform. Since launch date, we have seen:

1. 5k+ advisers are now engaged in Adviser Ratings
2. 18k+ clients have left reviews for their advisers
3. 6k+ advisers have joined the industry
4. 3k+ advisers have retired or left the industry
5. 4k+ advisers have switched licensees or become self-licensed
6. 50k+ searches per month on advisers from both new and existing clients 

We want to thank those advisers and licensees who have embraced Adviser Ratings and are now using it to engage with the broader public. Shout out to our highly engaged dealer groups (from an adviser engagement perspective) from the likes of Charter Financial Planning, Magnitude, Fitzpatricks, Elders and Mortgage Choice to name a few down to the smaller groups of Henderson Matusch, Advice Evolution, Apt Wealth, HPH, We Are Gen Y and Principle Edge.

Also to the associations, FPA, AFA and the SMSF Association in particular for their support along with trade media (yes, some of you still need to find your controversial articles on us, but we’re thick-skinned), ASIC, ACCC and our key commercial partner, Equifax.

2018 promises to be a large one as we factor in numerous marketing campaigns and overhaul components of the website based on consumers and adviser feedback. It’s at this point, I’d highly encourage advisers to claim their profiles and have their clients review them

Whilst the public are generally unaware of the industry structures, Adviser Ratings aims to engage with the more than 24 million Australians (including all members of family) and the 600,000 self-managed super fund trustees, by providing them access to financial advisers.

And back the Melbourne Cup tip – my tip is Red Cardinal (with no confidence whatsoever). Although any money set aside for next Tuesday probably better served in your Super fund.

Angus

Article by:

Angus Woods

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