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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

1,883 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.

FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD.

AFSL 237439 · CAMBERWELL, VIC

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Corporate GroupSingle State
6
Advisers
23
Yrs licensed
11.5 yrs
Ave. adviser exp.
33%
Exp +15yrs
MDAMargin Lending

STATE TRUSTEES LIMITED

AFSL 238037 · FOOTSCRAY, VIC

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Corporate GroupSingle State
6
Advisers
22
Yrs licensed
12 yrs
Ave. adviser exp.
33%
Exp +15yrs

NOVUS CAPITAL LIMITED

AFSL 238168 · SYDNEY, NSW

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IndependentMulti-State
6
Advisers
23
Yrs licensed
22.2 yrs
Ave. adviser exp.
83%
Exp +15yrs
MDADerivativesMargin Lending

STRATEGEM INVESTMENT SERVICES PTY. LTD.

AFSL 244222 · BENDIGO, VIC

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IndependentSingle State
6
Advisers
23
Yrs licensed
16.2 yrs
Ave. adviser exp.
67%
Exp +15yrs
DerivativesMargin Lending

F PALMER & M E PALMER

AFSL 247067 · SYDNEY, NSW

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Independent2 States
6
Advisers
22
Yrs licensed
17.7 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDADerivatives

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD

AFSL 247300 · SYDNEY, NSW

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IndependentSingle State
6
Advisers
22
Yrs licensed
18 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

DP WEALTH ADVISORY PTY LTD

AFSL 277493 · TOOWOOMBA, QLD

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Corporate GroupSingle State
6
Advisers
22
Yrs licensed
18.8 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

THE COMPLETE PLANNER PTY LTD

AFSL 278161 · MOUNT WAVERLEY, VIC

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Corporate GroupSingle State
6
Advisers
22
Yrs licensed
22.8 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

ACNS CAPITAL MARKETS PTY LTD

AFSL 279099 · SUBIACO, WA

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IndependentSingle State
6
Advisers
22
Yrs licensed
27.8 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

AFSL 287804 · MELBOURNE, VIC

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IndependentSingle State
6
Advisers
21
Yrs licensed
24.2 yrs
Ave. adviser exp.
83%
Exp +15yrs
Margin Lending

STRATEGY FIRST FINANCIAL PLANNING PTY LTD

AFSL 290771 · BROOKVALE, NSW

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IndependentSingle State
6
Advisers
21
Yrs licensed
14.3 yrs
Ave. adviser exp.
50%
Exp +15yrs
DerivativesMargin Lending

PROFESSIONAL WEALTH SERVICES PTY LTD

AFSL 312047 · NORTH SYDNEY, NSW

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Corporate GroupSingle State
6
Advisers
19
Yrs licensed
17 yrs
Ave. adviser exp.
50%
Exp +15yrs

ASET WEALTH MANAGEMENT PTY LTD

AFSL 316844 · BARTON, ACT

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IndependentSingle State
6
Advisers
19
Yrs licensed
14.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

AFSL 339151 · MELBOURNE, VIC

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IndependentSingle State
6
Advisers
17
Yrs licensed
14.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

DJA CAPITAL PTY. LTD.

AFSL 342893 · BEAUMARIS, VIC

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Independent2 States
6
Advisers
16
Yrs licensed
15.8 yrs
Ave. adviser exp.
50%
Exp +15yrs
DerivativesMargin Lending

VERTICAL CAPITAL MARKETS PTY. LTD.

AFSL 418418 · DARLINGHURST, NSW

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IndependentSingle State
6
Advisers
14
Yrs licensed
16.7 yrs
Ave. adviser exp.
83%
Exp +15yrs
MDADerivativesMargin LendingForex

WATERSHED DEALER SERVICES PTY LTD

AFSL 436357 · MELBOURNE, VIC

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Corporate GroupSingle State
6
Advisers
13
Yrs licensed
23.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDADerivativesMargin Lending

LDB FINANCIAL GROUP PTY LTD

AFSL 437164 · BLACKBURN, VIC

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IndependentSingle State
6
Advisers
13
Yrs licensed
14.2 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

RICHMOND WEALTH PTY LTD

AFSL 461605 · SOUTH PERTH, WA

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IndependentSingle State
6
Advisers
12
Yrs licensed
15.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDAMargin Lending

PRAESCIUS FINANCIAL HOLDINGS PTY LTD

AFSL 486455 · BULIMBA, QLD

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IndependentMulti-State
6
Advisers
10
Yrs licensed
14.8 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDADerivativesMargin Lending

BR ADVICE PTY LTD

AFSL 488655 · MELBOURNE, VIC

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Corporate GroupSingle State
6
Advisers
9
Yrs licensed
10 yrs
Ave. adviser exp.
17%
Exp +15yrs

CONSORTIUM PRIVATE WEALTH PTY LTD

AFSL 495401 · HORSHAM, VIC

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IndependentSingle State
6
Advisers
9
Yrs licensed
12.2 yrs
Ave. adviser exp.
17%
Exp +15yrs

PLANNING PARTNERS PTY. LTD.

AFSL 222835 · CAMBERWELL, VIC

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IndependentSingle State
6
Advisers
24
Yrs licensed
20 yrs
Ave. adviser exp.
83%
Exp +15yrs
Margin Lending

314 FINANCIAL PARTNERSHIP PTY LTD

AFSL 501527 · CROWS NEST, NSW

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Corporate GroupSingle State
6
Advisers
8
Yrs licensed
21.3 yrs
Ave. adviser exp.
83%
Exp +15yrs
DerivativesMargin Lending
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