Overview

Loosening the purse strings: Australia's ageing population is supporting industry demand

The Financial Planning and Investment Advice market research report provides key industry analysis and industry statistics, measures market size, analyzes current and future industry trends and shows market share for the industry’s largest companies. IBISWorld publishes the largest collection of industry reports so you can see an industry’s supply chain, economic drivers and key buyers and markets.

REPORT SNAPSHOT

Industry Analysis & Industry Trends

The Financial Planning and Investment Advice industry has undergone significant changes over the past five years. The Future of Financial Advice (FOFA) legislation was introduced in July 2013 in response to a series of scandals involving significant wealth loss for many investors, brought about by poor financial advice from industry professionals. The FOFA legislation aims to address issues relating to the industry's professional integrity, transparency, and prioritisation of the client's best interests. Although some industry operators initially opposed the regulations, the government eventually made the changes compulsory. Some larger groups implemented the regulations early and shifted to a fee-for-service remuneration model...

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Industry Report - Industry Locations Chapter

Financial planning and investment advice establishments are generally located near major business and financial hubs, areas of high population density and areas with a high level of high-income earners. The head offices of investment advice firms are those of major banks, insurance offices and investment managers located in the financial centres of Sydney and Melbourne. These offices also provide support for dealer groups located nationwide.

New South Wales is estimated to have the highest number of financial advisers in Australia. This is because the head offices of many advisory firms are located in Sydney, Australia’s financial hub, and the population distribution and proportion of high income earners attributed to this state. As ..

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Industry Products

What is the Financial Planning and Investment Advice Industry?

Establishments in the industry provide financial planning and advice to clients.

Industry Products
Superannuation and retirement advice
Loan and investment advice
Self-managed super fund advice
Tax advice
Other services
Industry Activities
Financial planning
Investment advising
Financial asset investment consulting

Table of Contents

About this Industry

Industry Definition
Main Activities
Similar Industries
Additional Resources

Industry at a Glance

Industry Performance

Executive Summary
Key External Drivers
Current Performance
Industry Outlook
Industry Life Cycle

Products & Markets

Supply Chain
Products & Services
Demand Determinants
Major Markets
International Trade
Business Locations

Competitive Landscape

Market Share Concentration
Key Success Factors
Cost Structure Benchmarks
Basis of Competition
Barriers to Entry
industry Globalisation

Major Companies

Operating Conditions

Capital Intensity
Technology & Systems
Revenue Volatility
Regulation & Policy
Industry Assistance

Key Statistics

Industry Data
Annual Change
Key Ratios

Jargon & Glossary

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