Adviser-market intelligence for distribution teams
Weekly snapshots of every public register \u2014 advisers, licensees, representatives, charities \u2014 resolved into one intelligence layer: who moved, who is new, which firms exist beyond the registers, and who to speak to.
Updated weekly \u00b7 Friday 6:00 AEST \u00b7 CSV export on every table
Platform
Arrivals, exits and licensee switches across the Financial Advisers Register, computed every Friday. Group-level flow reports show who is winning and losing advisers.
Follow the licensees and practices in your patch. A weekly digest lands with only the movement that touches them.
Thousands of wholesale-only firms that never appear on the FAR — classified by type, with verified websites and the evidence behind each claim.
Fund names, asset class, FUM, MER, performance and inception, extracted from managers’ own documents and rolled up by manager.
Foundation-anchored family groups inferred from charity and business registers — with the key people, and every link traceable to its source.
Licensee–practice alignment and family structures as draggable maps. Ask AI a question about any firm and get a sourced answer with live web search.
How it works
Five public registers are snapshotted weekly, immutably — nothing is overwritten, so history is always comparable.
Entities are linked across registers, then enriched with verified websites, one-line descriptions, office contacts and key people.
Build segments with region and category filters, set watchlists, read digests, export CSV — every field sourced and dated.
Data sources
Financial Advisers Register — every retail adviser, their licensee, practice and authorisations.
AFS licensee register — licence conditions, including who may only advise wholesale clients.
Corporate authorised representatives — the firms operating under each licence.
Charities register — foundations and responsible people, the anchor for family-office groups.
Australian Business Register — entity types and names for cross-checking and trust signals.
Enrichment evidence comes from firms\u2019 own websites \u2014 sourced, dated, and never from paid data.
Contains data licensed CC BY 3.0 AU by the Australian Securities and Investments Commission.
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