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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.

ALPINE FINANCIAL ADVICE PTY LTD

AFSL 541401 · VARSITY LAKES, QLD

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Corporate GroupSingle State
6
Advisers
4
Yrs licensed
19.3
Avg exp (yrs)
67%
Exp +15yrs

AHR PRIVATE WEALTH PTY LTD

AFSL 543254 · MELBOURNE, VIC

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Corporate GroupSingle State
6
Advisers
2
Yrs licensed
16.2
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

SEED WEALTH AUSTRALIA FINANCIAL SERVICES PTY LTD

AFSL 548344 · NORTH WARD, QLD

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Corporate GroupSingle State
6
Advisers
3
Yrs licensed
9.5
Avg exp (yrs)
14%
Exp +15yrs
Margin Lending

HORSHAM LICENSING SERVICES PTY LTD

AFSL 552144 · HORSHAM, VIC

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IndependentSingle State
6
Advisers
2
Yrs licensed
17.2
Avg exp (yrs)
57%
Exp +15yrs
MDAMargin Lending

MAVEN CAPITAL PTY LTD

AFSL 418504 · SOUTHPORT, QLD

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Corporate GroupSingle State
6
Advisers
14
Yrs licensed
10.5
Avg exp (yrs)
33%
Exp +15yrs
DerivativesMargin Lending

BOYCE PRIVATE WEALTH PTY LIMITED

AFSL 700018 · GOULBURN, NSW

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Corporate GroupSingle State
6
Advisers
1
Yrs licensed
16.3
Avg exp (yrs)
83%
Exp +15yrs
MDAMargin Lending

HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD

AFSL 507160 · FOREST HILL, VIC

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Corporate GroupSingle State
6
Advisers
8
Yrs licensed
14.5
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

ANOVA ADVICE GROUP PTY LTD

AFSL 537916 · BUNDALL, QLD

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Corporate GroupSingle State
6
Advisers
4
Yrs licensed
13.3
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

PARETO GROUP PTY LTD

AFSL 418700 · BRIGHTON, VIC

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IndependentSingle State
5
Advisers
14
Yrs licensed
14.4
Avg exp (yrs)
50%
Exp +15yrs

CUMULUS FINANCIAL GROUP PTY LTD

AFSL 452645 · BREAKWATER, VIC

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Independent2 States
5
Advisers
12
Yrs licensed
21.6
Avg exp (yrs)
60%
Exp +15yrs

THORNTON & LEE PTY LTD

AFSL 490448 · SYDNEY, NSW

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Corporate GroupSingle State
5
Advisers
9
Yrs licensed
17
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

LUCERNE WEALTH PTY LTD

AFSL 556125 · RICHMOND, VIC

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Corporate GroupSingle State
5
Advisers
2
Yrs licensed
11
Avg exp (yrs)
40%
Exp +15yrs
Margin Lending

ARC ASSETS PTY LTD

AFSL 556732 · PADDINGTON, NSW

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Independent2 States
5
Advisers
2
Yrs licensed
18.2
Avg exp (yrs)
60%
Exp +15yrs
MDA

GJ PRIVATE GROUP PTY LTD

AFSL 558581 · SUTHERLAND, NSW

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Corporate GroupSingle State
5
Advisers
2
Yrs licensed
24.6
Avg exp (yrs)
100%
Exp +15yrs

SEQ ADVICE WEALTH PTY LIMITED

AFSL 559300 · AVOCA, QLD

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Corporate GroupSingle State
5
Advisers
1
Yrs licensed
15
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

PRIMESTOCK WEALTH MANAGEMENT PTY LTD

AFSL 240277 · SOUTHBANK, VIC

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IndependentSingle State
5
Advisers
22
Yrs licensed
18.4
Avg exp (yrs)
83%
Exp +15yrs
DerivativesMargin Lending

GILD WEALTH PTY LTD

AFSL 222154 · MOORABBIN, VIC

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Corporate GroupSingle State
5
Advisers
24
Yrs licensed
19
Avg exp (yrs)
80%
Exp +15yrs
Margin Lending

ETHICAL INVESTMENT SERVICES PTY LTD

AFSL 222690 · KEW, VIC

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IndependentSingle State
5
Advisers
24
Yrs licensed
13.6
Avg exp (yrs)
40%
Exp +15yrs
Margin Lending

FIRST SAMUEL LIMITED

AFSL 225405 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
23
Yrs licensed
15.2
Avg exp (yrs)
40%
Exp +15yrs
MDAMargin Lending

WOODS & PARTNERS PTY. LTD.

AFSL 226384 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
23
Yrs licensed
25.8
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD.

AFSL 237439 · CAMBERWELL, VIC

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Corporate GroupSingle State
5
Advisers
23
Yrs licensed
13.2
Avg exp (yrs)
40%
Exp +15yrs
MDAMargin Lending

PLAN 2 PTY LTD

AFSL 237874 · BRISBANE, QLD

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IndependentSingle State
5
Advisers
23
Yrs licensed
16.6
Avg exp (yrs)
40%
Exp +15yrs
Margin Lending

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.

AFSL 239127 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
23
Yrs licensed
18.6
Avg exp (yrs)
40%
Exp +15yrs
MDAMargin Lending

BENTLEYS FINANCIAL SERVICES NSW PTY LTD

AFSL 306986 · SYDNEY, NSW

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IndependentSingle State
5
Advisers
20
Yrs licensed
15.6
Avg exp (yrs)
60%
Exp +15yrs
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