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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.

RDL.FINANCIAL GROUP PTY LTD

AFSL 515203 · BLACKBURN, VIC

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Corporate GroupSingle State
5
Advisers
7
Yrs licensed
13.4
Avg exp (yrs)
40%
Exp +15yrs

EFG ADVICE AUSTRALIA PTY LTD

AFSL 515795 · EAST PERTH, WA

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Corporate GroupSingle State
5
Advisers
7
Yrs licensed
19.4
Avg exp (yrs)
60%
Exp +15yrs

SECURED WEALTH ADVICE PTY LTD

AFSL 516518 · NEUTRAL BAY, NSW

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IndependentSingle State
5
Advisers
7
Yrs licensed
11.8
Avg exp (yrs)
20%
Exp +15yrs

MDRC WEALTH PTY LTD

AFSL 518309 · ROBINA, QLD

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IndependentSingle State
5
Advisers
6
Yrs licensed
17.4
Avg exp (yrs)
40%
Exp +15yrs

INVESTPLAN PTY LTD

AFSL 518743 · BLACK FOREST, SA

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IndependentSingle State
5
Advisers
6
Yrs licensed
14
Avg exp (yrs)
80%
Exp +15yrs

PAC FINANCIAL PTY. LTD.

AFSL 534310 · BROWNS PLAINS, QLD

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Corporate Group2 States
5
Advisers
4
Yrs licensed
11
Avg exp (yrs)
0%
Exp +15yrs

NAVIGATE LICENCE PTY LTD

AFSL 521367 · WAGGA WAGGA, NSW

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Corporate GroupSingle State
5
Advisers
6
Yrs licensed
11.4
Avg exp (yrs)
40%
Exp +15yrs
Margin Lending

NEW HORIZONS FINANCIAL SERVICES PTY LTD

AFSL 522392 · MELBOURNE, VIC

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Independent2 States
5
Advisers
6
Yrs licensed
18.8
Avg exp (yrs)
40%
Exp +15yrs
Margin Lending

PROFINANCIAL PTY LTD

AFSL 522416 · DOCKLANDS, VIC

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Corporate GroupMulti-State
5
Advisers
6
Yrs licensed
16.4
Avg exp (yrs)
60%
Exp +15yrs

THE WEALTH CONNECTION PTY LTD

AFSL 523317 · AUSTINMER, NSW

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Corporate Group2 States
5
Advisers
6
Yrs licensed
14.4
Avg exp (yrs)
20%
Exp +15yrs

COMMONCENTS ADVICE GROUP PTY LTD

AFSL 524454 · TOOWOOMBA, QLD

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IndependentSingle State
5
Advisers
6
Yrs licensed
21.2
Avg exp (yrs)
80%
Exp +15yrs
Margin Lending

EFS ADVICE PTY LTD

AFSL 525674 · SYDNEY, NSW

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Corporate GroupSingle State
5
Advisers
6
Yrs licensed
16.4
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED

AFSL 526052 · SYDNEY, NSW

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IndependentSingle State
5
Advisers
5
Yrs licensed
14.6
Avg exp (yrs)
40%
Exp +15yrs

WPFP GROUP PTY LTD

AFSL 526282 · RICHMOND, VIC

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Corporate GroupSingle State
5
Advisers
6
Yrs licensed
14.6
Avg exp (yrs)
67%
Exp +15yrs

ALLIED ADVICE PTY LTD

AFSL 528160 · SYDNEY, NSW

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Corporate GroupSingle State
5
Advisers
5
Yrs licensed
19.2
Avg exp (yrs)
100%
Exp +15yrs
MDAMargin Lending

FINANCIAL DESIGN GROUP PTY LTD

AFSL 532369 · TOOWOOMBA, QLD

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Corporate GroupSingle State
5
Advisers
4
Yrs licensed
14.8
Avg exp (yrs)
60%
Exp +15yrs

CORE WEALTH GROUP PTY LTD

AFSL 535023 · HILLARYS, WA

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IndependentSingle State
5
Advisers
4
Yrs licensed
19
Avg exp (yrs)
80%
Exp +15yrs
MDAMargin Lending

MCALLISTER WEALTH GROUP PTY LTD

AFSL 535240 · MELBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
5
Yrs licensed
12.4
Avg exp (yrs)
20%
Exp +15yrs
MDAMargin Lending

FINWEST WEALTH SERVICES PTY LTD

AFSL 544667 · SOUTH PERTH, WA

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IndependentSingle State
5
Advisers
3
Yrs licensed
12.6
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

BFS GROUP (SA) PTY LTD

AFSL 546006 · CAMDEN PARK, SA

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Corporate GroupSingle State
5
Advisers
3
Yrs licensed
14
Avg exp (yrs)
40%
Exp +15yrs
Margin Lending

MFP LICENSING PTY LTD

AFSL 700104 · COLLINGWOOD, VIC

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Corporate GroupSingle State
5
Advisers
1
Yrs licensed
10.2
Avg exp (yrs)
20%
Exp +15yrs
Margin Lending

ACHIEVING YOUR DREAMS PTY LTD

AFSL 552419 · SOUTH MELBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
2
Yrs licensed
9.2
Avg exp (yrs)
40%
Exp +15yrs
MDAMargin Lending

CARDENA FINANCIAL SERVICES PTY LTD

AFSL 700020 · SYDNEY, NSW

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Corporate GroupSingle State
5
Advisers
1
Yrs licensed
17.2
Avg exp (yrs)
80%
Exp +15yrs
Margin Lending

BARCHESTER FINANCIAL SERVICES PTY LTD

AFSL 490348 · PADDINGTON, QLD

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Corporate GroupSingle State
5
Advisers
10
Yrs licensed
8.8
Avg exp (yrs)
20%
Exp +15yrs
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