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Australian Financial Services Licensee (AFSL) name

State

AFSL Ownership

No. of advisers

–

Minimum average adviser experience in Licensee (Yrs)

Key authorisations

Services

AFSL Authorisation options

PI insurance

Licensee established after

Minimum Revenue Requirement

Licensee is open to:

1,855 AFS Licensees

Note: only AFS Licensees with at least one financial adviser currently listed on the ASIC Financial Advisers Register are shown. Licensees with no registered advisers are not included.

MORGANS FINANCIAL LIMITED

AFSL 235410 · BRISBANE, QLD

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IndependentNational
425
Advisers
22
Yrs licensed
18.9
Avg exp (yrs)
65%
Exp +15yrs
MDADerivativesMargin Lending

AKUMIN FINANCIAL PLANNING PTY LIMITED

AFSL 232706 · SYDNEY, NSW

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InstitutionalNational
402
Advisers
22
Yrs licensed
16.9
Avg exp (yrs)
56%
Exp +15yrs
DerivativesMargin Lending

ALLIANCE WEALTH PTY LTD

AFSL 449221 · BUNDALL, QLD

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InstitutionalNational
371
Advisers
12
Yrs licensed
18
Avg exp (yrs)
68%
Exp +15yrs
DerivativesMargin Lending

COUNT FINANCIAL LIMITED

AFSL 227232 · SYDNEY, NSW

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InstitutionalNational
310
Advisers
23
Yrs licensed
17.5
Avg exp (yrs)
61%
Exp +15yrs
Margin Lending

LIFESPAN FINANCIAL PLANNING PTY LTD

AFSL 229892 · SYDNEY, NSW

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Corporate GroupNational
294
Advisers
23
Yrs licensed
18.6
Avg exp (yrs)
60%
Exp +15yrs
MDADerivativesMargin Lending

SYNCHRON ADVICE PTY LTD

AFSL 243313 · SYDNEY, NSW

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InstitutionalNational
266
Advisers
22
Yrs licensed
18.2
Avg exp (yrs)
66%
Exp +15yrs
MDAMargin Lending

ORD MINNETT LIMITED

AFSL 237121 · SYDNEY, NSW

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InstitutionalNational
260
Advisers
23
Yrs licensed
20.2
Avg exp (yrs)
72%
Exp +15yrs
MDADerivativesMargin LendingGen. InsuranceForex

CONSULTUM FINANCIAL ADVISERS PTY LTD

AFSL 230323 · SYDNEY, NSW

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InstitutionalNational
239
Advisers
23
Yrs licensed
18.8
Avg exp (yrs)
69%
Exp +15yrs
MDAMargin Lending

CHARTER FINANCIAL PLANNING LIMITED

AFSL 234665 · SYDNEY, NSW

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InstitutionalNational
239
Advisers
22
Yrs licensed
18.2
Avg exp (yrs)
63%
Exp +15yrs
DerivativesMargin Lending

RI ADVICE GROUP PTY LTD

AFSL 238429 · SYDNEY, NSW

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InstitutionalNational
237
Advisers
22
Yrs licensed
18.1
Avg exp (yrs)
67%
Exp +15yrs
MDADerivativesMargin Lending

CAPSTONE FINANCIAL PLANNING PTY LTD

AFSL 223135 · MELBOURNE, VIC

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IndependentNational
219
Advisers
24
Yrs licensed
19
Avg exp (yrs)
71%
Exp +15yrs
Margin Lending

CANACCORD GENUITY FINANCIAL LIMITED

AFSL 239052 · MELBOURNE, VIC

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Corporate GroupNational
188
Advisers
22
Yrs licensed
18.3
Avg exp (yrs)
63%
Exp +15yrs
MDADerivativesMargin Lending

SHAW AND PARTNERS LIMITED

AFSL 236048 · SYDNEY, NSW

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IndependentNational
186
Advisers
22
Yrs licensed
21.9
Avg exp (yrs)
74%
Exp +15yrs
MDADerivativesMargin Lending

BELL POTTER SECURITIES LIMITED

AFSL 243480 · MELBOURNE, VIC

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Corporate GroupNational
171
Advisers
22
Yrs licensed
22.7
Avg exp (yrs)
77%
Exp +15yrs
MDADerivativesMargin LendingGen. InsuranceForex

JBWERE LTD

AFSL 341162 · MELBOURNE, VIC

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Corporate GroupNational
164
Advisers
17
Yrs licensed
17.8
Avg exp (yrs)
64%
Exp +15yrs
DerivativesMargin LendingForex

FORTNUM PRIVATE WEALTH LTD

AFSL 357306 · SYDNEY, NSW

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InstitutionalNational
150
Advisers
16
Yrs licensed
17.5
Avg exp (yrs)
63%
Exp +15yrs
MDADerivativesMargin Lending

INFOCUS SECURITIES AUSTRALIA PTY LTD

AFSL 236523 · MAROOCHYDORE, QLD

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Corporate GroupNational
147
Advisers
23
Yrs licensed
18.6
Avg exp (yrs)
70%
Exp +15yrs
DerivativesMargin Lending

MATRIX PLANNING SOLUTIONS LIMITED

AFSL 238256 · BUNDALL, QLD

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InstitutionalNational
135
Advisers
22
Yrs licensed
19.9
Avg exp (yrs)
69%
Exp +15yrs
MDADerivativesMargin Lending

PERSONAL FINANCIAL SERVICES LTD

AFSL 234459 · SYDNEY, NSW

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InstitutionalNational
132
Advisers
23
Yrs licensed
17.9
Avg exp (yrs)
68%
Exp +15yrs
DerivativesMargin LendingGen. Insurance

FINDEX ADVICE SERVICES PTY LTD

AFSL 243253 · MELBOURNE, VIC

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Corporate GroupNational
129
Advisers
22
Yrs licensed
16.2
Avg exp (yrs)
55%
Exp +15yrs
MDADerivativesMargin Lending

INTERPRAC FINANCIAL PLANNING PTY LTD

AFSL 246638 · MELBOURNE, VIC

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InstitutionalNational
122
Advisers
22
Yrs licensed
18.3
Avg exp (yrs)
57%
Exp +15yrs
DerivativesMargin Lending

VIRIDIAN ADVISORY PTY LTD

AFSL 476223 · MELBOURNE, VIC

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Corporate GroupNational
122
Advisers
11
Yrs licensed
18.8
Avg exp (yrs)
63%
Exp +15yrs
DerivativesMargin Lending

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

AFSL 238430 · SYDNEY, NSW

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Corporate GroupNational
117
Advisers
22
Yrs licensed
15.1
Avg exp (yrs)
54%
Exp +15yrs
DerivativesForex

GPS WEALTH LTD

AFSL 254544 · SYDNEY, NSW

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InstitutionalMulti-State
116
Advisers
22
Yrs licensed
14
Avg exp (yrs)
45%
Exp +15yrs
Margin Lending
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