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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.

5 WEALTH MANAGEMENT PTY LTD

AFSL 314889 · RHODES, NSW

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IndependentSingle State
5
Advisers
19
Yrs licensed
16.4
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

AUSTRALIAN EXECUTOR TRUSTEES LIMITED

AFSL 240023 · MELBOURNE, VIC

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Institutional2 States
5
Advisers
22
Yrs licensed
20.8
Avg exp (yrs)
100%
Exp +15yrs
MDADerivativesGen. Insurance

KILARA FINANCIAL SOLUTIONS PTY LTD

AFSL 244530 · COROWA, NSW

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IndependentSingle State
5
Advisers
22
Yrs licensed
15.2
Avg exp (yrs)
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
Avg exp (yrs)
60%
Exp +15yrs
MDAMargin Lending

NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED

AFSL 245627 · BAULKHAM HILLS, NSW

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IndependentSingle State
5
Advisers
22
Yrs licensed
13.8
Avg exp (yrs)
40%
Exp +15yrs
MDADerivativesMargin Lending

CHALICE NOMINEES PTY. LTD.

AFSL 246305 · STIRLING, WA

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Corporate GroupSingle State
5
Advisers
23
Yrs licensed
18.6
Avg exp (yrs)
60%
Exp +15yrs
DerivativesMargin Lending

LEGAL SUPER PTY LTD

AFSL 246315 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
22
Yrs licensed
16
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
20%
Exp +15yrs
MDADerivativesMargin LendingForex

FORSYTHS FINANCIAL SERVICES PTY LTD

AFSL 259938 · TAMWORTH, NSW

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Corporate GroupSingle State
5
Advisers
22
Yrs licensed
12
Avg exp (yrs)
40%
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
Avg exp (yrs)
40%
Exp +15yrs
MDADerivativesMargin Lending

SENTRY FINANCIAL SERVICES PTY LTD

AFSL 286786 · SYDNEY, NSW

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Corporate GroupMulti-State
5
Advisers
21
Yrs licensed
24.6
Avg exp (yrs)
80%
Exp +15yrs
Margin Lending

ANDIKA PTY LTD

AFSL 297069 · COOLANGATTA, QLD

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Independent2 States
5
Advisers
20
Yrs licensed
19.2
Avg exp (yrs)
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
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

PEAK INVESTMENT HOLDINGS PTY LTD

AFSL 304008 · SYDNEY, NSW

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

CHRYSALIS LIFESTYLE PLANNING PTY LTD

AFSL 318597 · DEE WHY, NSW

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Corporate GroupSingle State
5
Advisers
18
Yrs licensed
16.2
Avg exp (yrs)
40%
Exp +15yrs
Margin Lending

MOMENTUM PLANNING PTY LTD

AFSL 322220 · NORTH PERTH, WA

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Corporate GroupSingle State
5
Advisers
18
Yrs licensed
15.2
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending
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