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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.

MERLEA INVESTMENTS PTY LTD

AFSL 226415 · NORTH ADELAIDE, SA

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Corporate Group2 States
6
Advisers
23
Yrs licensed
20.8 yrs
Ave. adviser exp.
83%
Exp +15yrs
Margin Lending

WPP LICENSEE SERVICES PTY LTD

AFSL 530393 · ROBINA, QLD

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Corporate Group2 States
6
Advisers
5
Yrs licensed
22 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

SINCLAIR WILSON INVESTMENT SERVICES PTY LTD

AFSL 229238 · WARRNAMBOOL, VIC

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Independent2 States
6
Advisers
23
Yrs licensed
14.3 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

TOWERS WATSON AUSTRALIA PTY LTD

AFSL 229921 · MELBOURNE, VIC

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Corporate Group2 States
6
Advisers
23
Yrs licensed
9.7 yrs
Ave. adviser exp.
17%
Exp +15yrs
DerivativesGen. InsuranceForex

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

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

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

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

INVESTOR WEALTH PTY LTD

AFSL 296861 · MELBOURNE, VIC

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IndependentSingle State
6
Advisers
20
Yrs licensed
20 yrs
Ave. adviser exp.
83%
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

TAG FINANCIAL ADVISORS PTY LTD

AFSL 415632 · MALVERN, VIC

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IndependentSingle State
6
Advisers
14
Yrs licensed
17.2 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

EFG ADVICE AUSTRALIA PTY LTD

AFSL 515795 · EAST PERTH, WA

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Corporate GroupSingle State
6
Advisers
7
Yrs licensed
14.2 yrs
Ave. adviser exp.
50%
Exp +15yrs

PRIMECARE FINANCIAL PLANNING PTY. LTD.

AFSL 473141 · CAMBERWELL, VIC

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IndependentSingle State
6
Advisers
11
Yrs licensed
19.2 yrs
Ave. adviser exp.
67%
Exp +15yrs

CARNBREA & CO. LTD.

AFSL 233763 · MELBOURNE, VIC

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Corporate GroupSingle State
6
Advisers
23
Yrs licensed
19.8 yrs
Ave. adviser exp.
67%
Exp +15yrs
DerivativesMargin LendingForex

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

HORSHAM LICENSING SERVICES PTY LTD

AFSL 552144 · HORSHAM, VIC

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IndependentSingle State
6
Advisers
2
Yrs licensed
17.2 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDAMargin Lending

FORBES AFSL PTY LTD

AFSL 509011 · GROVEDALE, VIC

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Corporate GroupSingle State
6
Advisers
8
Yrs licensed
14.2 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin 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

FUTURE WEALTH ADVISERS AUST PTY LTD

AFSL 519295 · BOWEN HILLS, QLD

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IndependentSingle State
6
Advisers
6
Yrs licensed
9.2 yrs
Ave. adviser exp.
33%
Exp +15yrs

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

TREND INVESTOR SERVICES PROPRIETARY LIMITED

AFSL 255475 · ASCOT, QLD

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IndependentSingle State
6
Advisers
22
Yrs licensed
10.8 yrs
Ave. adviser exp.
33%
Exp +15yrs
MDADerivativesMargin LendingForex

LBW WEALTH PTY LTD

AFSL 534569 · GEELONG WEST, VIC

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IndependentSingle State
6
Advisers
4
Yrs licensed
14.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDAMargin 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
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