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NEXTPLAN FINANCIAL PTY LTD
AFSL 452996 · ABN 24167151420 · RINGWOOD, VIC · Licensed since 2014
IndependentMulti-State
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42
Advisers
21 yrs
Avg. adviser experience
3
States
5%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
None of the key differentiators
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 36%SMSF Assoc. 2%CPA 5%CA ANZ 2%AIOFP 5%
% of current advisers holding each professional membership
States: NSW, SA, VIC
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