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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

Licensee established after

1,895 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.

INTRALINK WEALTH MANAGEMENT PTY LTD

AFSL 330737 · MELBOURNE, VIC

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IndependentSingle State
8
Advisers
17
Yrs licensed
18.4 yrs
Ave. adviser exp.
62%
Exp +15yrs
MDAMargin Lending

TRUE WEALTH FINANCIAL GROUP PTY LTD

AFSL 546280 · SURFERS PARADISE, QLD

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Corporate GroupSingle State
8
Advisers
3
Yrs licensed
7.9 yrs
Ave. adviser exp.
0%
Exp +15yrs

B. MOSES INVESTMENT SERVICES PTY LIMITED

AFSL 421290 · SYDNEY, NSW

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IndependentSingle State
8
Advisers
14
Yrs licensed
18.6 yrs
Ave. adviser exp.
75%
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 yrs
Ave. adviser exp.
25%
Exp +15yrs
Margin Lending

PROFUSION ADVISORY GROUP PTY LTD

AFSL 506425 · WEST LEEDERVILLE, WA

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IndependentSingle State
8
Advisers
8
Yrs licensed
13.8 yrs
Ave. adviser exp.
38%
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 yrs
Ave. adviser exp.
50%
Exp +15yrs

CPW ADVISORY PTY LTD

AFSL 527159 · SHEPPARTON, VIC

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Corporate Group2 States
8
Advisers
5
Yrs licensed
15.6 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

PROFILE FINANCIAL SERVICES PTY LTD

AFSL 226238 · PARRAMATTA, NSW

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IndependentSingle State
7
Advisers
23
Yrs licensed
13.9 yrs
Ave. adviser exp.
29%
Exp +15yrs
DerivativesMargin LendingForex

RMBLACK PTY LTD

AFSL 521214 · PERTH, WA

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Corporate GroupSingle State
7
Advisers
6
Yrs licensed
18.1 yrs
Ave. adviser exp.
71%
Exp +15yrs
DerivativesMargin Lending

NEWELL PALMER SECURITIES PTY LTD

AFSL 229264 · SYDNEY, NSW

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Corporate GroupSingle State
7
Advisers
23
Yrs licensed
23.3 yrs
Ave. adviser exp.
71%
Exp +15yrs
DerivativesMargin Lending

GILHAM FINANCIAL MANAGEMENT PTY LTD

AFSL 229401 · HAWTHORN EAST, VIC

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IndependentSingle State
7
Advisers
23
Yrs licensed
14.7 yrs
Ave. adviser exp.
43%
Exp +15yrs
Margin Lending

HMH FINANCIAL SERVICES PTY LTD

AFSL 247433 · DONCASTER EAST, VIC

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IndependentSingle State
7
Advisers
22
Yrs licensed
13.1 yrs
Ave. adviser exp.
57%
Exp +15yrs
DerivativesMargin Lending

ACNS CAPITAL MARKETS PTY LTD

AFSL 279099 · SUBIACO, WA

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IndependentSingle State
7
Advisers
22
Yrs licensed
26.1 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending

ROSKOW INDEPENDENT ADVISORY PTY LTD

AFSL 429377 · SURREY HILLS, VIC

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Independent2 States
7
Advisers
14
Yrs licensed
19.3 yrs
Ave. adviser exp.
71%
Exp +15yrs
Margin Lending

STRATEGIC FINANCIAL MANAGEMENT PTY. LTD.

AFSL 438950 · HAWTHORN, VIC

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IndependentSingle State
7
Advisers
13
Yrs licensed
12 yrs
Ave. adviser exp.
29%
Exp +15yrs
Margin Lending

HART ENSOLE PTY LTD

AFSL 422555 · SOUTH BRISBANE, QLD

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IndependentSingle State
7
Advisers
14
Yrs licensed
14.9 yrs
Ave. adviser exp.
43%
Exp +15yrs
Margin Lending

CORE FINANCIAL SERVICES PTY LTD

AFSL 480009 · WEST PERTH, WA

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IndependentMulti-State
7
Advisers
11
Yrs licensed
22.3 yrs
Ave. adviser exp.
100%
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 yrs
Ave. adviser exp.
71%
Exp +15yrs
MDADerivatives

AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD

AFSL 344971 · EAST PERTH, WA

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Independent2 States
7
Advisers
16
Yrs licensed
25 yrs
Ave. adviser exp.
71%
Exp +15yrs
DerivativesMargin Lending

CONCORD LICENSEE SERVICES PTY LTD

AFSL 516107 · ROSE PARK, SA

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IndependentSingle State
7
Advisers
7
Yrs licensed
19.9 yrs
Ave. adviser exp.
71%
Exp +15yrs
Margin Lending

ROPAN LICENSEES PTY. LTD.

AFSL 353890 · TRARALGON, VIC

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IndependentSingle State
7
Advisers
16
Yrs licensed
17.7 yrs
Ave. adviser exp.
57%
Exp +15yrs
Margin Lending

OAKWOOD FINANCIAL GROUP PTY LIMITED

AFSL 255231 · BENSVILLE, NSW

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Independent2 States
7
Advisers
22
Yrs licensed
22.4 yrs
Ave. adviser exp.
71%
Exp +15yrs
Margin Lending

BENWEST INVESTMENT SERVICES PTY. LIMITED

AFSL 258832 · NORWEST, NSW

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IndependentSingle State
7
Advisers
22
Yrs licensed
20.7 yrs
Ave. adviser exp.
57%
Exp +15yrs
Derivatives

BERRY ACTUARIAL PLANNING PTY LTD

AFSL 237993 · CHATSWOOD, NSW

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Corporate GroupSingle State
7
Advisers
22
Yrs licensed
10.4 yrs
Ave. adviser exp.
43%
Exp +15yrs
Margin Lending
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