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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.

PAC FINANCIAL PTY. LTD.

AFSL 534310 · BROWNS PLAINS, QLD

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Corporate Group2 States
5
Advisers
4
Yrs licensed
11 yrs
Ave. adviser exp.
0%
Exp +15yrs

HIGHVIEW WEALTH SOLUTIONS (AUST) PTY LTD

AFSL 546561 · CRANBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
3
Yrs licensed
11.8 yrs
Ave. adviser exp.
40%
Exp +15yrs

PPN WEALTH PTY LTD

AFSL 459049 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
12
Yrs licensed
20.2 yrs
Ave. adviser exp.
80%
Exp +15yrs

WH CAPITAL PTY LTD

AFSL 469418 · MELBOURNE, VIC

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IndependentSingle State
5
Advisers
11
Yrs licensed
13.2 yrs
Ave. adviser exp.
40%
Exp +15yrs
Margin Lending

NATIONAL PLANNING PARTNERS PTY LTD

AFSL 503734 · MELBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
8
Yrs licensed
13 yrs
Ave. adviser exp.
40%
Exp +15yrs

SPROUT FINANCIAL PTY LTD

AFSL 495546 · ESSENDON, VIC

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Corporate Group2 States
5
Advisers
9
Yrs licensed
19.4 yrs
Ave. adviser exp.
80%
Exp +15yrs
Margin Lending

INDEPENDENT WEALTH MANAGEMENT PTY LTD

AFSL 493459 · ROBINA, QLD

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IndependentSingle State
5
Advisers
9
Yrs licensed
24.8 yrs
Ave. adviser exp.
80%
Exp +15yrs

AWFP GROUP PTY LTD

AFSL 506819 · MELBOURNE, VIC

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Corporate GroupSingle State
5
Advisers
7
Yrs licensed
5.8 yrs
Ave. adviser exp.
0%
Exp +15yrs

RDL.FINANCIAL GROUP PTY LTD

AFSL 515203 · BLACKBURN, VIC

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Corporate GroupSingle State
5
Advisers
7
Yrs licensed
13.4 yrs
Ave. adviser exp.
40%
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 yrs
Ave. adviser exp.
20%
Exp +15yrs

MDRC WEALTH PTY LTD

AFSL 518309 · ROBINA, QLD

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IndependentSingle State
5
Advisers
6
Yrs licensed
17.4 yrs
Ave. adviser exp.
40%
Exp +15yrs

MFP LICENSING PTY LTD

AFSL 700104 · COLLINGWOOD, VIC

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

INTERGEN ADVISORY PTY LTD

AFSL 700082 · ALBION, QLD

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IndependentSingle State
5
Advisers
1
Yrs licensed
10.4 yrs
Ave. adviser exp.
20%
Exp +15yrs
MDAMargin Lending

AWM SERVICES PTY LTD

AFSL 366121 · SYDNEY, NSW

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InstitutionalSingle State
5
Advisers
15
Yrs licensed
12.8 yrs
Ave. adviser exp.
20%
Exp +15yrs
Margin Lending

STRATEGIC FINANCIAL ADVISERS PTY. LTD.

AFSL 535997 · SYDNEY, NSW

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Corporate Group2 States
5
Advisers
4
Yrs licensed
14.6 yrs
Ave. adviser exp.
40%
Exp +15yrs
Margin Lending

BBB FINANCIAL SERVICES PTY LTD

AFSL 552957 · SOUTH MELBOURNE, VIC

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IndependentSingle State
4
Advisers
3
Yrs licensed
11.2 yrs
Ave. adviser exp.
25%
Exp +15yrs

DAVID W LEE & ASSOCIATES PTY LTD

AFSL 239948 · SYDNEY, NSW

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IndependentSingle State
4
Advisers
23
Yrs licensed
13.8 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDADerivativesMargin Lending

HORSEY JAMESON BIRD PTY. LTD.

AFSL 222029 · FORTITUDE VALLEY, QLD

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IndependentSingle State
4
Advisers
24
Yrs licensed
15 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

ASHFORDS WEALTH ADVISORS PTY LTD

AFSL 226184 · DANDENONG SOUTH, VIC

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IndependentSingle State
4
Advisers
23
Yrs licensed
13.8 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

ABC FINANCIAL PLANNING PTY LTD

AFSL 226470 · ALBION, QLD

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IndependentSingle State
4
Advisers
23
Yrs licensed
19.2 yrs
Ave. adviser exp.
50%
Exp +15yrs

PETER VICKERS INSURANCE BROKERS PTY LTD

AFSL 229302 · LINDFIELD, NSW

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Corporate GroupSingle State
4
Advisers
23
Yrs licensed
13.5 yrs
Ave. adviser exp.
25%
Exp +15yrs
Margin LendingGen. Insurance

ARA CONSULTANTS PTY LTD

AFSL 224150 · KEW, VIC

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IndependentSingle State
4
Advisers
24
Yrs licensed
18.5 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

ASSETPLAN FINANCIAL SERVICES PTY LTD

AFSL 229613 · MELBOURNE, VIC

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Corporate GroupSingle State
4
Advisers
23
Yrs licensed
20 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

PPT FINANCIAL PTY LTD

AFSL 252992 · BALLARAT CENTRAL, VIC

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IndependentSingle State
4
Advisers
22
Yrs licensed
25 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending
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