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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.

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

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

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

PREMIUM ADVISORY PTY LTD

AFSL 472548 · SYDNEY, NSW

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Corporate GroupMulti-State
5
Advisers
11
Yrs licensed
18 yrs
Ave. adviser exp.
40%
Exp +15yrs

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

WATERSHED DEALER SERVICES PTY LTD

AFSL 436357 · MELBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
13
Yrs licensed
26.2 yrs
Ave. adviser exp.
80%
Exp +15yrs
MDADerivativesMargin Lending

MBA WEALTH SOLUTIONS PTY LTD

AFSL 240689 · BATHURST, NSW

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IndependentSingle State
5
Advisers
22
Yrs licensed
20 yrs
Ave. adviser exp.
80%
Exp +15yrs
DerivativesMargin Lending

LDB FINANCIAL GROUP PTY LTD

AFSL 437164 · BLACKBURN, VIC

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IndependentSingle State
5
Advisers
13
Yrs licensed
14.8 yrs
Ave. adviser exp.
40%
Exp +15yrs
Margin Lending

WEALTH ADVICE SERVICES PTY LTD

AFSL 451703 · SWAN HILL, VIC

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Corporate GroupSingle State
5
Advisers
12
Yrs licensed
14.4 yrs
Ave. adviser exp.
20%
Exp +15yrs
Margin Lending

CUMULUS FINANCIAL GROUP PTY LTD

AFSL 452645 · BREAKWATER, VIC

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Independent2 States
5
Advisers
12
Yrs licensed
21.6 yrs
Ave. adviser exp.
60%
Exp +15yrs

ANDIKA PTY LTD

AFSL 297069 · COOLANGATTA, QLD

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Independent2 States
5
Advisers
20
Yrs licensed
19.2 yrs
Ave. adviser exp.
80%
Exp +15yrs
DerivativesMargin LendingForex

TUPICOFFS PTY LTD

AFSL 302670 · BRISBANE, QLD

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IndependentSingle State
5
Advisers
20
Yrs licensed
20.4 yrs
Ave. adviser exp.
60%
Exp +15yrs
Margin Lending

HARTMANN PLANNING PTY LTD

AFSL 460458 · PALMVIEW, QLD

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Corporate GroupSingle State
5
Advisers
11
Yrs licensed
8.4 yrs
Ave. adviser exp.
40%
Exp +15yrs

JBS FINANCIAL STRATEGISTS PTY LTD

AFSL 486674 · MELBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
10
Yrs licensed
13.2 yrs
Ave. adviser exp.
40%
Exp +15yrs
DerivativesMargin Lending

HUNTER GREEN PTY LTD

AFSL 225962 · BRISBANE ADELAIDE STREET, QLD

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Corporate GroupSingle State
5
Advisers
23
Yrs licensed
17 yrs
Ave. adviser exp.
60%
Exp +15yrs
MDAMargin LendingGen. Insurance

SWM (AUST) PTY LTD

AFSL 515107 · HAWTHORN, VIC

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Corporate GroupSingle State
5
Advisers
7
Yrs licensed
13.4 yrs
Ave. adviser exp.
40%
Exp +15yrs
Margin Lending

CRYSTAL WEALTH PARTNERS LTD

AFSL 412226 · SYDNEY, NSW

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

THORNTON & LEE PTY LTD

AFSL 490448 · SYDNEY, NSW

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Corporate GroupSingle State
5
Advisers
9
Yrs licensed
17 yrs
Ave. adviser exp.
60%
Exp +15yrs
Margin Lending

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

ALLIED ADVICE PTY LTD

AFSL 528160 · SYDNEY, NSW

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Corporate GroupSingle State
5
Advisers
5
Yrs licensed
19.2 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDAMargin 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

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

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
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