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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.

OPENMARKETS AUSTRALIA LIMITED

AFSL 246705 · SYDNEY, NSW

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IndependentMulti-State
8
Advisers
22
Yrs licensed
18.1
Avg exp (yrs)
62%
Exp +15yrs
MDADerivativesMargin Lending

SHENTON PTY LTD

AFSL 345470 · FIG TREE POCKET, QLD

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IndependentMulti-State
8
Advisers
16
Yrs licensed
18.5
Avg exp (yrs)
62%
Exp +15yrs
Margin Lending

BOAG ASSET MANAGEMENT PTY LTD

AFSL 469081 · MELBOURNE, VIC

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IndependentSingle State
8
Advisers
11
Yrs licensed
15.9
Avg exp (yrs)
62%
Exp +15yrs
MDADerivativesMargin LendingForex

SFS LICENCE PTY LTD

AFSL 489820 · WEST PERTH, WA

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Corporate GroupSingle State
8
Advisers
10
Yrs licensed
9.4
Avg exp (yrs)
25%
Exp +15yrs
Margin Lending

ELECT WEALTH MANAGEMENT PTY LTD

AFSL 499272 · SURREY HILLS, VIC

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Independent2 States
8
Advisers
9
Yrs licensed
18.8
Avg exp (yrs)
62%
Exp +15yrs
Margin Lending

MOMENTUM ADVICE PTY LTD

AFSL 520408 · LUTWYCHE, QLD

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IndependentSingle State
8
Advisers
6
Yrs licensed
14.1
Avg exp (yrs)
25%
Exp +15yrs
Margin Lending

IMAGINEERING FS PTY LTD

AFSL 510873 · ABBOTSFORD, VIC

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Corporate GroupSingle State
8
Advisers
8
Yrs licensed
20
Avg exp (yrs)
62%
Exp +15yrs
Margin Lending

INDEPENDENT WEALTH SERVICES PTY LTD

AFSL 512433 · MELBOURNE, VIC

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Corporate GroupSingle State
8
Advisers
8
Yrs licensed
11
Avg exp (yrs)
50%
Exp +15yrs

HKS GROUP LICENSEE PTY LTD

AFSL 516082 · STONES CORNER, QLD

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IndependentSingle State
8
Advisers
7
Yrs licensed
10.2
Avg exp (yrs)
25%
Exp +15yrs
MDAMargin Lending

ADVISER SERVICES HUB PTY LTD

AFSL 525625 · HURSTVILLE, NSW

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IndependentSingle State
8
Advisers
6
Yrs licensed
11.9
Avg exp (yrs)
25%
Exp +15yrs

CPW ADVISORY PTY LTD

AFSL 527159 · SHEPPARTON, VIC

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Corporate Group2 States
8
Advisers
5
Yrs licensed
15.6
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

IMFG PTY LTD

AFSL 527657 · SYDNEY, NSW

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Corporate GroupSingle State
8
Advisers
5
Yrs licensed
21.2
Avg exp (yrs)
75%
Exp +15yrs

WEALTH IQ GROUP PTY LTD

AFSL 527880 · HIGHGATE, SA

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Corporate Group2 States
8
Advisers
5
Yrs licensed
20.4
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

RADIUS WEALTH PTY LTD

AFSL 530266 · SPRING HILL, QLD

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Corporate GroupSingle State
8
Advisers
5
Yrs licensed
16.4
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

CATALPA PTY LTD

AFSL 530665 · TAMWORTH, NSW

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Independent2 States
8
Advisers
5
Yrs licensed
20
Avg exp (yrs)
88%
Exp +15yrs

SECURE ADVICE PTY LTD

AFSL 532976 · HEALESVILLE, VIC

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Corporate Group2 States
8
Advisers
5
Yrs licensed
11.1
Avg exp (yrs)
20%
Exp +15yrs
Margin Lending

FINEX WEALTH PTY LTD

AFSL 536960 · OAKLEIGH EAST, VIC

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Corporate GroupSingle State
8
Advisers
4
Yrs licensed
17.8
Avg exp (yrs)
25%
Exp +15yrs
Margin Lending

TRUE WEALTH FINANCIAL GROUP PTY LTD

AFSL 546280 · SURFERS PARADISE, QLD

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Corporate GroupSingle State
8
Advisers
3
Yrs licensed
8.4
Avg exp (yrs)
0%
Exp +15yrs

SECURITAS FINANCIAL GROUP PTY LTD

AFSL 547457 · OSBORNE PARK, WA

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IndependentSingle State
8
Advisers
3
Yrs licensed
13.5
Avg exp (yrs)
50%
Exp +15yrs

BPW PARTNERS PTY LTD

AFSL 548754 · BRISBANE, QLD

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IndependentSingle State
8
Advisers
3
Yrs licensed
13.1
Avg exp (yrs)
38%
Exp +15yrs
Margin Lending

MY SUPER FUTURE PTY LTD

AFSL 411440 · BRISBANE, QLD

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Corporate Group2 States
8
Advisers
15
Yrs licensed
20.1
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

GILHAM FINANCIAL MANAGEMENT PTY LTD

AFSL 229401 · HAWTHORN EAST, VIC

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IndependentSingle State
7
Advisers
23
Yrs licensed
14.7
Avg exp (yrs)
43%
Exp +15yrs
Margin Lending

BAKER YOUNG LIMITED

AFSL 246735 · ADELAIDE, SA

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Corporate GroupSingle State
7
Advisers
22
Yrs licensed
22.6
Avg exp (yrs)
71%
Exp +15yrs
MDADerivatives

ROSKOW INDEPENDENT ADVISORY PTY LTD

AFSL 429377 · SURREY HILLS, VIC

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Independent2 States
7
Advisers
14
Yrs licensed
19.3
Avg exp (yrs)
71%
Exp +15yrs
Margin Lending
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