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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.

CHOICE PRIVATE CLIENTS PTY LTD

AFSL 227675 · SOUTH MELBOURNE, VIC

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Corporate GroupSingle State
3
Advisers
23
Yrs licensed
27.3
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

BUTLER & BUTLER INVESTMENT SERVICES PTY. LTD.

AFSL 229464 · VICTOR HARBOR, SA

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

ACCESS FINANCIAL MANAGEMENT PTY LTD

AFSL 229760 · MALVERN, VIC

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IndependentSingle State
3
Advisers
23
Yrs licensed
25.3
Avg exp (yrs)
100%
Exp +15yrs

DONEGAL WEALTH PTY LTD

AFSL 230184 · BRISBANE, QLD

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

GROVE SECURITIES PTY LTD

AFSL 233713 · ALBANY, WA

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IndependentSingle State
3
Advisers
23
Yrs licensed
21
Avg exp (yrs)
67%
Exp +15yrs
DerivativesMargin Lending

ROXBURGH SECURITIES PTY LTD

AFSL 235311 · DALKEITH, WA

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IndependentSingle State
3
Advisers
23
Yrs licensed
39.3
Avg exp (yrs)
100%
Exp +15yrs
Derivatives

SBA FINANCIAL PTY LTD

AFSL 238060 · ESSENDON, VIC

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

PERITUS PRIVATE WEALTH PTY LTD

AFSL 238064 · SUBIACO, WA

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Corporate GroupSingle State
3
Advisers
23
Yrs licensed
18.3
Avg exp (yrs)
67%
Exp +15yrs
DerivativesMargin Lending

NEWCASTLE GREATER MUTUAL GROUP LTD

AFSL 238273 · NEWCASTLE WEST, NSW

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IndependentSingle State
3
Advisers
22
Yrs licensed
19.7
Avg exp (yrs)
67%
Exp +15yrs
DerivativesGen. Insurance

BMG FINANCIAL GROUP PTY LTD

AFSL 548371 · WODONGA, VIC

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Corporate GroupSingle State
3
Advisers
3
Yrs licensed
22.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

JFP ADVISER SERVICES PTY LTD

AFSL 549631 · MENAI, NSW

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Corporate GroupSingle State
3
Advisers
3
Yrs licensed
16.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

GOODMAN PRIVATE WEALTH LTD

AFSL 238363 · BRISBANE, QLD

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IndependentSingle State
3
Advisers
23
Yrs licensed
26
Avg exp (yrs)
100%
Exp +15yrs
MDAMargin Lending

PROSOLUTION GROUP PTY LTD

AFSL 238449 · MELBOURNE, VIC

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IndependentSingle State
3
Advisers
22
Yrs licensed
12.7
Avg exp (yrs)
33%
Exp +15yrs

BAILIWICK LIFESTYLE FINANCIAL PLANNERS PTY LTD

AFSL 239112 · NEWSTEAD, QLD

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Corporate GroupSingle State
3
Advisers
22
Yrs licensed
24
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

KENNAS FINANCIAL SERVICES PTY. LTD.

AFSL 239168 · ROCKHAMPTON CITY, QLD

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IndependentSingle State
3
Advisers
23
Yrs licensed
7.3
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

RISE FINANCIAL PTY LTD

AFSL 311718 · MONASH, ACT

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Independent2 States
3
Advisers
19
Yrs licensed
10
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

QI FINANCIAL PTY LTD

AFSL 313217 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
19
Yrs licensed
14.3
Avg exp (yrs)
33%
Exp +15yrs
MDADerivativesMargin Lending

BALANCED INVESTMENT STRATEGIES PTY LTD

AFSL 314365 · PALM BEACH, QLD

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IndependentSingle State
3
Advisers
19
Yrs licensed
17.7
Avg exp (yrs)
67%
Exp +15yrs

DAVID W LEE & ASSOCIATES PTY LTD

AFSL 239948 · SYDNEY, NSW

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IndependentSingle State
3
Advisers
23
Yrs licensed
18.3
Avg exp (yrs)
67%
Exp +15yrs
MDADerivativesMargin Lending

AON RISK SERVICES AUSTRALIA LIMITED

AFSL 241141 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
22
Yrs licensed
11
Avg exp (yrs)
33%
Exp +15yrs
Gen. Insurance

HEFFRON CONSULTING PTY LTD

AFSL 241739 · MAITLAND, NSW

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IndependentSingle State
3
Advisers
22
Yrs licensed
14.3
Avg exp (yrs)
33%
Exp +15yrs

STRATEGIC FINANCIAL PLANNERS PTY LTD

AFSL 246845 · SURREY HILLS, VIC

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IndependentSingle State
3
Advisers
22
Yrs licensed
17.3
Avg exp (yrs)
67%
Exp +15yrs
Derivatives

FINANCIAL PATHFINDERS PTY LTD

AFSL 247187 · PERTH, WA

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Corporate GroupSingle State
3
Advisers
22
Yrs licensed
14
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

MONEYLINK FINANCIAL PLANNING PTY. LIMITED

AFSL 247360 · ORANGE, NSW

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IndependentSingle State
3
Advisers
22
Yrs licensed
34.7
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending
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