Australian Financial Advisers Wellbeing Report 2021
“Financial Advisers play a vitally important role in our society. Having worked with this industry for the last 15 years I have always found Financial Advisers incredibly committed to their clients and a group that finds great meaning and purpose in the work they do. However the narrative in the industry has been that all the change and disruption they are going through is taking its toll on advisers. Not only professionally but also personally. We did this research to accurately assess the state of wellbeing and mental health of Financial Advisers in Australia. As well as to uncover the strategies and behaviours of advisers who are thriving and evolving their businesses despite all the disruption and change. But most importantly we did it to help the people who invest so much time and energy into improving the financial security of Australians.”
