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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.

INDEPENDENT WEALTH MANAGEMENT PTY LTD

AFSL 493459 · ROBINA, QLD

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IndependentSingle State
4
Advisers
9
Yrs licensed
31
Avg exp (yrs)
100%
Exp +15yrs

RANGER FINANCIAL PLANNING PTY LTD

AFSL 499932 · UNLEY, SA

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Corporate GroupSingle State
4
Advisers
8
Yrs licensed
17.5
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

BD FINANCIAL ADVISORY PTY LTD

AFSL 502401 · ERINA, NSW

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Corporate GroupSingle State
4
Advisers
9
Yrs licensed
14
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

GBA KOTKIS PTY LTD

AFSL 508290 · LEEDERVILLE, WA

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Corporate GroupSingle State
4
Advisers
7
Yrs licensed
25.5
Avg exp (yrs)
75%
Exp +15yrs

CARRINGTON FINANCIAL HOLDINGS PTY LTD

AFSL 511269 · KESWICK, SA

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IndependentSingle State
4
Advisers
7
Yrs licensed
15.2
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

MAXIM PRIVATE CLIENTS PTY LIMITED

AFSL 511972 · NEWCASTLE, NSW

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Corporate GroupSingle State
4
Advisers
8
Yrs licensed
12.5
Avg exp (yrs)
25%
Exp +15yrs
MDAMargin Lending

GARNAUT PRIVATE CLIENTS PTY LTD

AFSL 512507 · MELBOURNE, VIC

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Corporate GroupSingle State
4
Advisers
7
Yrs licensed
7.5
Avg exp (yrs)
0%
Exp +15yrs
DerivativesMargin Lending

HALCYON WEALTH MANAGEMENT PTY LTD

AFSL 513308 · CANTERBURY, VIC

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Corporate GroupSingle State
4
Advisers
7
Yrs licensed
23.2
Avg exp (yrs)
100%
Exp +15yrs
Derivatives

FINPLAN ADVICE PTY LTD

AFSL 514281 · PORT ADELAIDE, SA

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IndependentSingle State
4
Advisers
7
Yrs licensed
15.2
Avg exp (yrs)
25%
Exp +15yrs

HARBOUR FINANCIAL GROUP PTY LTD

AFSL 515518 · SYDNEY, NSW

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IndependentSingle State
4
Advisers
7
Yrs licensed
17.5
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

BWP ADVISORY PTY LTD

AFSL 515936 · ADELAIDE, SA

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IndependentSingle State
4
Advisers
7
Yrs licensed
16
Avg exp (yrs)
50%
Exp +15yrs
MDAMargin Lending

TRILOGY & CO PTY LTD

AFSL 516102 · SYDNEY, NSW

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IndependentSingle State
4
Advisers
7
Yrs licensed
21
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

PRINCIPLE FINANCIAL GROUP PTY LTD

AFSL 516203 · EAST GOSFORD, NSW

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Corporate GroupSingle State
4
Advisers
7
Yrs licensed
14
Avg exp (yrs)
50%
Exp +15yrs
MDAMargin Lending

ECLIPSE LICENSEE PTY LTD

AFSL 517759 · MORNINGTON, VIC

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Corporate GroupSingle State
4
Advisers
7
Yrs licensed
16.8
Avg exp (yrs)
50%
Exp +15yrs

AFSL LICENSEE PTY. LTD.

AFSL 518453 · SYDNEY, NSW

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Corporate GroupSingle State
4
Advisers
7
Yrs licensed
14.2
Avg exp (yrs)
83%
Exp +15yrs
MDADerivatives

ACUITY ADVISERS PTY LTD

AFSL 518509 · SUBIACO, WA

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Corporate GroupSingle State
4
Advisers
6
Yrs licensed
14.2
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

KABEL ADVICE PTY LTD

AFSL 518532 · CHATSWOOD, NSW

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IndependentSingle State
4
Advisers
7
Yrs licensed
21.2
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

PLANET MONEY PTY LTD

AFSL 518850 · NORWOOD, SA

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Corporate GroupSingle State
4
Advisers
6
Yrs licensed
17.5
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

CUBE FINANCIAL SERVICES PTY LTD

AFSL 533816 · MILTON, NSW

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Corporate GroupSingle State
4
Advisers
5
Yrs licensed
18.2
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

EMR SERVICES PTY LTD

AFSL 521666 · WAGGA WAGGA, NSW

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IndependentSingle State
4
Advisers
6
Yrs licensed
20.5
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

LIFE MONEY CO SERVICES PTY LTD

AFSL 522050 · CREMORNE, NSW

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Corporate GroupSingle State
4
Advisers
6
Yrs licensed
9
Avg exp (yrs)
25%
Exp +15yrs

DYNAMI FINANCIAL SERVICES PTY LTD

AFSL 522830 · SOUTH PERTH, WA

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Corporate GroupSingle State
4
Advisers
6
Yrs licensed
26
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

UNITED ADVICE PTY LTD

AFSL 523332 · SYDNEY, NSW

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Corporate GroupSingle State
4
Advisers
6
Yrs licensed
21.2
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

STRATEGIC ADVICE AUSTRALIA PTY LTD

AFSL 523703 · SYDNEY, NSW

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IndependentSingle State
4
Advisers
6
Yrs licensed
20.2
Avg exp (yrs)
83%
Exp +15yrs
Margin Lending
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