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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.

CUBE FINANCIAL SERVICES PTY LTD

AFSL 533816 · MILTON, NSW

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Corporate GroupSingle State
5
Advisers
5
Yrs licensed
17.6 yrs
Ave. adviser exp.
80%
Exp +15yrs
Margin Lending

PLAN 2 PTY LTD

AFSL 237874 · BRISBANE, QLD

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IndependentSingle State
5
Advisers
23
Yrs licensed
16.6 yrs
Ave. adviser exp.
40%
Exp +15yrs
Margin Lending

SEQ ADVICE WEALTH PTY LIMITED

AFSL 559300 · AVOCA, QLD

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Corporate GroupSingle State
5
Advisers
1
Yrs licensed
15 yrs
Ave. adviser exp.
60%
Exp +15yrs
Margin Lending

NAVIGATE MANLY PTY LTD

AFSL 564843 · MANLY, NSW

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Corporate GroupSingle State
5
Advisers
1
Yrs licensed
10.2 yrs
Ave. adviser exp.
20%
Exp +15yrs

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.

AFSL 239127 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
23
Yrs licensed
18.6 yrs
Ave. adviser exp.
40%
Exp +15yrs
MDAMargin Lending

KILARA FINANCIAL SOLUTIONS PTY LTD

AFSL 244530 · COROWA, NSW

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IndependentSingle State
5
Advisers
22
Yrs licensed
15.2 yrs
Ave. adviser exp.
40%
Exp +15yrs

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.

AFSL 244565 · MELBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
22
Yrs licensed
19 yrs
Ave. adviser exp.
60%
Exp +15yrs
MDAMargin Lending

LEGAL SUPER PTY LTD

AFSL 246315 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
22
Yrs licensed
16 yrs
Ave. adviser exp.
60%
Exp +15yrs

PRITCHARD & PARTNERS PTY LIMITED

AFSL 246712 · HAMILTON, NSW

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Corporate GroupSingle State
5
Advisers
22
Yrs licensed
24.2 yrs
Ave. adviser exp.
80%
Exp +15yrs
DerivativesMargin Lending

ACCUVEST PTY LTD

AFSL 247104 · MACKAY, QLD

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Corporate GroupSingle State
5
Advisers
22
Yrs licensed
11.6 yrs
Ave. adviser exp.
20%
Exp +15yrs
Derivatives

TREND INVESTOR SERVICES PROPRIETARY LIMITED

AFSL 255475 · ASCOT, QLD

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IndependentSingle State
5
Advisers
22
Yrs licensed
9.2 yrs
Ave. adviser exp.
20%
Exp +15yrs
MDADerivativesMargin LendingForex

CHPW FINANCIAL PTY LTD

AFSL 280201 · MELBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
22
Yrs licensed
26.2 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

CORE ADVISOR GROUP PTY LTD

AFSL 281394 · WOOLLOONGABBA, QLD

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IndependentSingle State
5
Advisers
21
Yrs licensed
17 yrs
Ave. adviser exp.
40%
Exp +15yrs
MDADerivativesMargin Lending

PEAK INVESTMENT HOLDINGS PTY LTD

AFSL 304008 · SYDNEY, NSW

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IndependentSingle State
5
Advisers
20
Yrs licensed
20 yrs
Ave. adviser exp.
60%
Exp +15yrs
MDADerivativesMargin LendingForex

E.F.D.B. PTY LIMITED

AFSL 311720 · SYDNEY, NSW

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IndependentSingle State
5
Advisers
19
Yrs licensed
20.6 yrs
Ave. adviser exp.
80%
Exp +15yrs
Margin Lending

5 WEALTH MANAGEMENT PTY LTD

AFSL 314889 · RHODES, NSW

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IndependentSingle State
5
Advisers
19
Yrs licensed
14.4 yrs
Ave. adviser exp.
60%
Exp +15yrs
Margin Lending

PHILLIPSONS FINANCIAL PLANNING PTY LTD

AFSL 332836 · SALE, VIC

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Corporate GroupSingle State
5
Advisers
17
Yrs licensed
10.2 yrs
Ave. adviser exp.
20%
Exp +15yrs

GAMMA WEALTH GROUP PTY LTD

AFSL 334040 · BROADBEACH, QLD

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Independent2 States
5
Advisers
17
Yrs licensed
28.4 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending

SENTINEL WEALTH MANAGEMENT PTY LIMITED

AFSL 336426 · SYDNEY, NSW

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IndependentSingle State
5
Advisers
17
Yrs licensed
15 yrs
Ave. adviser exp.
40%
Exp +15yrs
Margin Lending

HENDERSONS FP PTY LTD

AFSL 338020 · ADELAIDE, SA

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IndependentSingle State
5
Advisers
17
Yrs licensed
16.2 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

BALLINGERS FP PTY LTD

AFSL 338959 · MEREWETHER, NSW

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Corporate GroupSingle State
5
Advisers
17
Yrs licensed
13.8 yrs
Ave. adviser exp.
20%
Exp +15yrs
Margin Lending

IWM ADVISORS AUSTRALIA PTY LTD

AFSL 343582 · SOUTH YARRA, VIC

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Corporate GroupSingle State
5
Advisers
16
Yrs licensed
15.2 yrs
Ave. adviser exp.
60%
Exp +15yrs
Margin Lending

DOLPHIN PARTNERS PTY LTD

AFSL 364512 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
16
Yrs licensed
26.6 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending

PARETO GROUP PTY LTD

AFSL 418700 · BRIGHTON, VIC

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IndependentSingle State
5
Advisers
14
Yrs licensed
14.4 yrs
Ave. adviser exp.
60%
Exp +15yrs
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