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Compare dealer groups based on a range of critical factors important to your success.

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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