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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.

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

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

ARROW FINANCIAL GROUP PTY LTD

AFSL 536745 · IVANHOE EAST, VIC

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Corporate GroupSingle State
6
Advisers
4
Yrs licensed
23 yrs
Ave. adviser exp.
67%
Exp +15yrs

BARCHESTER FINANCIAL SERVICES PTY LTD

AFSL 490348 · PADDINGTON, QLD

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

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

OAKVIEW FINANCIAL PTY LTD

AFSL 513068 · SOUTHPORT, QLD

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Corporate GroupSingle State
6
Advisers
7
Yrs licensed
8.8 yrs
Ave. adviser exp.
17%
Exp +15yrs

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

FIRSTUNITY FINANCIAL SERVICES PTY LIMITED

AFSL 513101 · SYDNEY, NSW

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IndependentSingle State
6
Advisers
7
Yrs licensed
18.8 yrs
Ave. adviser exp.
67%
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

GWP FINANCIAL SERVICES PTY LTD

AFSL 517504 · GRIFFITH, NSW

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Corporate GroupSingle State
6
Advisers
6
Yrs licensed
21.3 yrs
Ave. adviser exp.
67%
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

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

SA WEALTH SOLUTIONS PTY LTD

AFSL 525627 · ADELAIDE, SA

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Corporate GroupSingle State
6
Advisers
5
Yrs licensed
8.2 yrs
Ave. adviser exp.
17%
Exp +15yrs
Margin Lending

WPFP GROUP PTY LTD

AFSL 526282 · RICHMOND, VIC

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

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

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

CLARITY ADVISER SERVICES PTY LTD

AFSL 526373 · KIRRAWEE, NSW

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

ETHICAL INVESTMENT SERVICES PTY LTD

AFSL 222690 · KEW, VIC

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IndependentSingle State
6
Advisers
24
Yrs licensed
11.3 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

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

INTERGENERATIONAL WEALTH GROUP PTY LTD

AFSL 537486 · PASCOE VALE, VIC

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IndependentSingle State
6
Advisers
4
Yrs licensed
20.5 yrs
Ave. adviser exp.
83%
Exp +15yrs

THORNTON GROUP (AUSTRALIA) PTY LIMITED

AFSL 223670 · DULWICH, SA

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Corporate GroupSingle State
6
Advisers
24
Yrs licensed
21.8 yrs
Ave. adviser exp.
83%
Exp +15yrs
MDADerivativesMargin Lending

GUARDIAN ASSOCIATES PTY LTD

AFSL 238281 · BAHRS SCRUB, QLD

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IndependentSingle State
6
Advisers
22
Yrs licensed
19.2 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDAMargin Lending

BENTLEYS FINANCIAL SERVICES NSW PTY LTD

AFSL 306986 · SYDNEY, NSW

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IndependentSingle State
6
Advisers
20
Yrs licensed
14.3 yrs
Ave. adviser exp.
50%
Exp +15yrs
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