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Financial planning market characteristics

Independent research firm CCI conducted a study of the financial planning industry for ASX in 2003.  Find out about financial planning client profiles, research sources and which sharemarket products are recommended by financial planners.

• Financial planning client profiles –lifestage groups and portfolio values (2 PowerPoint slides - 119K)

• Financial planning client profiles – self-managed super fund clients (1 PowerPoint slide - 107K)

• Financial planners – qualifications and memberships (1 PowerPoint slide - 103K)

• Listed investments used by financial planners in client portfolios (4 PowerPoint slides - 117K)

• Research sources used by financial planners for listed investments (1 PowerPoint slide - 107K)

• View the "executive summary" of the ASX 2003 Financial Planner Research (PDF 51k)

• View the "full report" of the ASX 2003 Financial Planner Research (62 PowerPoint slides - 399K)

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