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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.

EVOLUTION FINANCIAL PTY LTD

AFSL 499987 · TOWNSVILLE, QLD

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Corporate GroupSingle State
3
Advisers
9
Yrs licensed
20
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

AGNEW FINANCIAL GROUP PTY LTD

AFSL 521132 · SUBIACO, WA

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Corporate GroupSingle State
3
Advisers
6
Yrs licensed
22.7
Avg exp (yrs)
100%
Exp +15yrs

THE HERON PARTNERSHIP PTY LIMITED

AFSL 252538 · MELBOURNE, VIC

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IndependentSingle State
3
Advisers
22
Yrs licensed
17.7
Avg exp (yrs)
67%
Exp +15yrs

AFFINITY GROUP ADVISERS PTY LTD

AFSL 539748 · ADELAIDE, SA

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IndependentSingle State
3
Advisers
4
Yrs licensed
16.3
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

HK FINANCIAL SERVICES PTY LTD

AFSL 545687 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
3
Yrs licensed
12
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

XIN WEALTH PTY LTD

AFSL 554115 · NORTH SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
2
Yrs licensed
7
Avg exp (yrs)
0%
Exp +15yrs
MDAMargin Lending

BW CAPITAL PTY LTD

AFSL 221409 · NORTH SYDNEY, NSW

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Corporate Group2 States
3
Advisers
24
Yrs licensed
24.3
Avg exp (yrs)
100%
Exp +15yrs
DerivativesForex

MOONCUNNINGHAM FINANCIAL SERVICES PTY LTD

AFSL 555843 · BEVERLY HILLS, NSW

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IndependentSingle State
3
Advisers
2
Yrs licensed
13
Avg exp (yrs)
33%
Exp +15yrs
DerivativesMargin Lending

DAVOS AND MILES PTY LTD

AFSL 556158 · DOCKLANDS, VIC

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IndependentSingle State
3
Advisers
2
Yrs licensed
18
Avg exp (yrs)
67%
Exp +15yrs

NORTHHAVEN PRIVATE WEALTH PTY LTD

AFSL 559207 · EPPING, NSW

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IndependentSingle State
3
Advisers
1
Yrs licensed
20.7
Avg exp (yrs)
67%
Exp +15yrs
MDADerivativesMargin Lending

NASCENT ADVISORY GROUP PTY LTD

AFSL 560067 · BRADDON, ACT

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IndependentSingle State
3
Advisers
2
Yrs licensed
15.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

RKBJ PRIVATE WEALTH PTY LTD

AFSL 560765 · BALWYN, VIC

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IndependentSingle State
3
Advisers
2
Yrs licensed
17.7
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

WEALTHCYCLE PTY LIMITED

AFSL 560770 · NORTH SYDNEY, NSW

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IndependentSingle State
3
Advisers
1
Yrs licensed
17.7
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

INDEPENDENT ADVISORY PARTNERS PTY LTD

AFSL 561460 · YARRAVILLE, VIC

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Independent2 States
3
Advisers
2
Yrs licensed
6.7
Avg exp (yrs)
0%
Exp +15yrs
Margin Lending

CAPRI ASSET MANAGEMENT PTY LTD

AFSL 562011 · MOLENDINAR, QLD

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Corporate GroupSingle State
3
Advisers
2
Yrs licensed
26.7
Avg exp (yrs)
100%
Exp +15yrs
Derivatives

2DM CAPITAL PTY LTD

AFSL 563434 · MERMAID BEACH, QLD

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Corporate GroupSingle State
3
Advisers
2
Yrs licensed
10.7
Avg exp (yrs)
33%
Exp +15yrs
MDA

VIOLA PRIVATE WEALTH PTY LTD

AFSL 336950 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
17
Yrs licensed
10
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

CENTURION ADVISORS AFSL PTY LTD

AFSL 566468 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
1
Yrs licensed
10
Avg exp (yrs)
33%
Exp +15yrs

BENTLEYS WEALTH (VICTORIA) PTY LTD

AFSL 245558 · HAWTHORN, VIC

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IndependentSingle State
3
Advisers
22
Yrs licensed
18.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

STRATEGIC FINANCIAL SOLUTIONS PTY LTD

AFSL 222828 · SOUTH MELBOURNE, VIC

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IndependentSingle State
3
Advisers
24
Yrs licensed
29.3
Avg exp (yrs)
100%
Exp +15yrs
MDAMargin Lending

AYLESBURY FINANCIAL GROUP PTY LTD

AFSL 223260 · BRISBANE, QLD

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IndependentSingle State
3
Advisers
24
Yrs licensed
21.3
Avg exp (yrs)
100%
Exp +15yrs

GDA FINANCIAL SERVICES PTY LTD

AFSL 225931 · HOBART, TAS

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IndependentSingle State
3
Advisers
23
Yrs licensed
16
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

IFM (SECURITIES) PTY LTD

AFSL 227051 · SYDNEY, NSW

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IndependentSingle State
3
Advisers
23
Yrs licensed
23.7
Avg exp (yrs)
100%
Exp +15yrs

SYNSTRAT MANAGEMENT PTY. LTD.

AFSL 227169 · DONCASTER, VIC

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IndependentSingle State
3
Advisers
23
Yrs licensed
12.3
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending
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