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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

1,883 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.

SHENTON LIMITED

AFSL 342895 · ,

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Independent
4
Advisers
16
Yrs licensed
29.2 yrs
Ave. adviser exp.
75%
Exp +15yrs

FORSYTHS FINANCIAL SERVICES PTY LTD

AFSL 259938 · TAMWORTH, NSW

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Corporate GroupSingle State
4
Advisers
22
Yrs licensed
9.8 yrs
Ave. adviser exp.
25%
Exp +15yrs
Margin Lending

MY PLAN GROUP PTY LTD

AFSL 528220 · NORTH ADELAIDE, SA

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Corporate Group2 States
4
Advisers
5
Yrs licensed
17.5 yrs
Ave. adviser exp.
50%
Exp +15yrs

PINNACLE WEALTH PARTNERS PTY LTD

AFSL 528721 · SPRING HILL, QLD

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Independent2 States
4
Advisers
5
Yrs licensed
16.5 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

DAWSON FINANCIAL SERVICES PTY LTD

AFSL 529568 · COOTAMUNDRA, NSW

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IndependentSingle State
4
Advisers
5
Yrs licensed
17.5 yrs
Ave. adviser exp.
75%
Exp +15yrs

HARVEST FINANCIAL GROUP PTY LIMITED

AFSL 284909 · NORTH SYDNEY, NSW

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IndependentSingle State
4
Advisers
21
Yrs licensed
21.2 yrs
Ave. adviser exp.
75%
Exp +15yrs
MDA

PWW LICENSEE PTY LTD

AFSL 407075 · NEWCASTLE, NSW

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

ASPIRE RETIRE PTY LTD

AFSL 301712 · BRISBANE, QLD

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IndependentSingle State
4
Advisers
20
Yrs licensed
15.2 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

DALTON FINANCIAL SERVICES PTY LTD

AFSL 530255 · SANDGATE, QLD

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IndependentSingle State
4
Advisers
5
Yrs licensed
11.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDAMargin Lending

PENTAGON ADVISORY PTY LTD

AFSL 530707 · PORT MACQUARIE, NSW

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IndependentSingle State
4
Advisers
5
Yrs licensed
17.5 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

BWM LICENCE PTY LTD

AFSL 531262 · YARRAWONGA, VIC

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IndependentSingle State
4
Advisers
5
Yrs licensed
5.8 yrs
Ave. adviser exp.
0%
Exp +15yrs
MDA

WEALTH SERVICES PARTNERS PTY LTD

AFSL 535126 · WEST MELBOURNE, VIC

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

MCALLISTER WEALTH GROUP PTY LTD

AFSL 535240 · MELBOURNE, VIC

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Corporate GroupSingle State
4
Advisers
5
Yrs licensed
12.5 yrs
Ave. adviser exp.
25%
Exp +15yrs
MDAMargin Lending

ARMADA WEALTH MANAGEMENT PTY LTD

AFSL 535978 · OSBORNE PARK, WA

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

FTS FINANCIAL SERVICES PTY LTD

AFSL 351527 · BONDI JUNCTION, NSW

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IndependentSingle State
4
Advisers
16
Yrs licensed
20.2 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

PENINSULA WEALTH & FINANCIAL SERVICES PTY LTD

AFSL 537043 · MORNINGTON, VIC

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Corporate GroupSingle State
4
Advisers
4
Yrs licensed
21.2 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

WP WEALTH PROFESSIONALS PTY LTD

AFSL 537458 · HILLARYS, WA

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Corporate GroupSingle State
4
Advisers
4
Yrs licensed
18.2 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

FINANCIAL STREAMS SERVICES PTY LTD

AFSL 539661 · LAUNCESTON, TAS

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IndependentSingle State
4
Advisers
3
Yrs licensed
16.5 yrs
Ave. adviser exp.
50%
Exp +15yrs

R&S WEALTH GROUP PTY LTD

AFSL 540872 · SYDNEY, NSW

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

CLOVER FINANCIAL SERVICES PTY. LTD.

AFSL 541106 · WANDILIGONG, VIC

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Corporate GroupSingle State
4
Advisers
4
Yrs licensed
17.5 yrs
Ave. adviser exp.
75%
Exp +15yrs

RDC ADVISORS PTY LTD

AFSL 396268 · GORDON, NSW

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Corporate GroupSingle State
4
Advisers
15
Yrs licensed
16.2 yrs
Ave. adviser exp.
75%
Exp +15yrs
Derivatives

BOWEN ADVICE SERVICE EXCHANGE PTY LTD

AFSL 541997 · KALGOORLIE, WA

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Corporate GroupSingle State
4
Advisers
3
Yrs licensed
13.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
DerivativesMargin Lending

CHAUCER GROUP PTY LTD

AFSL 480318 · GREEN VALLEY, NSW

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IndependentSingle State
4
Advisers
11
Yrs licensed
23.2 yrs
Ave. adviser exp.
75%
Exp +15yrs

PROSPERITAS PARTNERS PTY. LTD.

AFSL 544917 · SYDNEY, NSW

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IndependentSingle State
4
Advisers
3
Yrs licensed
14.8 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending
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