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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.

BRAVIUM PTY LTD

AFSL 313389 · BRADDON, ACT

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Corporate GroupSingle State
3
Advisers
19
Yrs licensed
13.3 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

BALANCED INVESTMENT STRATEGIES PTY LTD

AFSL 314365 · PALM BEACH, QLD

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IndependentSingle State
3
Advisers
19
Yrs licensed
17.7 yrs
Ave. adviser exp.
67%
Exp +15yrs

MKS WEALTH MANAGEMENT PTY LTD

AFSL 322207 · SURREY HILLS, VIC

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IndependentSingle State
3
Advisers
18
Yrs licensed
28.3 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

ACCORD FINANCIAL SOLUTIONS PTY LTD

AFSL 323379 · EASTWOOD, SA

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IndependentSingle State
3
Advisers
18
Yrs licensed
14.7 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

COOPER PARTNERS FINANCIAL SERVICES PTY LTD

AFSL 327033 · PERTH, WA

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IndependentSingle State
3
Advisers
18
Yrs licensed
17.3 yrs
Ave. adviser exp.
100%
Exp +15yrs

GRAHAM FINANCIAL PTY LTD

AFSL 327520 · TOOWOOMBA, QLD

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IndependentSingle State
3
Advisers
18
Yrs licensed
15.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDAMargin Lending

LYTHGO CREW WEALTH MANAGEMENT PTY LTD

AFSL 370951 · HAMILTON, QLD

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IndependentSingle State
3
Advisers
16
Yrs licensed
10.7 yrs
Ave. adviser exp.
33%
Exp +15yrs
MDADerivativesMargin LendingForex

ALDER AND PARTNERS PTY LTD

AFSL 382714 · NEDLANDS, WA

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Corporate GroupSingle State
3
Advisers
16
Yrs licensed
16.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDAMargin Lending

OPTIMUS FINANCIAL ADVISORY PTY LTD

AFSL 389663 · SUBIACO, WA

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IndependentSingle State
3
Advisers
15
Yrs licensed
17 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

ZODIAC SECURITIES PTY LTD

AFSL 398350 · BURLEIGH HEADS, QLD

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IndependentSingle State
3
Advisers
15
Yrs licensed
10.3 yrs
Ave. adviser exp.
33%
Exp +15yrs
DerivativesMargin LendingForex

ONEFOCUS FINANCIAL SERVICES PTY LTD

AFSL 402304 · MELBOURNE, VIC

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Corporate GroupSingle State
3
Advisers
15
Yrs licensed
29 yrs
Ave. adviser exp.
100%
Exp +15yrs

FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD

AFSL 413674 · PARRAMATTA, NSW

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Corporate Group2 States
3
Advisers
14
Yrs licensed
8.3 yrs
Ave. adviser exp.
0%
Exp +15yrs
MDAMargin Lending

TATARELLI SECURITIES PTY LTD

AFSL 419306 · NORWOOD, SA

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Corporate GroupSingle State
3
Advisers
14
Yrs licensed
8.3 yrs
Ave. adviser exp.
0%
Exp +15yrs
Margin Lending

NEWHAVEN WEALTH PTY LTD

AFSL 422120 · SOUTH MELBOURNE, VIC

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Corporate GroupSingle State
3
Advisers
14
Yrs licensed
17.7 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

PRIVATE CAPITAL ADVISERS PTY LTD

AFSL 422593 · COTTESLOE, WA

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IndependentSingle State
3
Advisers
14
Yrs licensed
12.3 yrs
Ave. adviser exp.
33%
Exp +15yrs
MDAMargin Lending

STAMFORD (WEALTH MANAGEMENT) PTY LTD

AFSL 432426 · SYDNEY, NSW

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IndependentSingle State
3
Advisers
13
Yrs licensed
18.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

CMT FINANCIAL SERVICES PTY LTD

AFSL 434377 · GEELONG WEST, VIC

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IndependentSingle State
3
Advisers
13
Yrs licensed
15.7 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

FORTITUDE PRIVATE WEALTH PTY LTD.

AFSL 435732 · SYDNEY, NSW

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IndependentSingle State
3
Advisers
13
Yrs licensed
10.7 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

YX BALL FINANCIAL PTY LTD

AFSL 436232 · MELBOURNE, VIC

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Corporate GroupSingle State
3
Advisers
13
Yrs licensed
13.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
DerivativesMargin Lending

INTEGRALIFE PTY LTD

AFSL 438941 · BUNBURY, WA

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IndependentSingle State
3
Advisers
13
Yrs licensed
19.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

MOMENTUM WEALTH MANAGEMENT CORPORATION PTY LTD

AFSL 454895 · BENTLEIGH, VIC

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Corporate GroupSingle State
3
Advisers
12
Yrs licensed
12.3 yrs
Ave. adviser exp.
33%
Exp +15yrs
Gen. Insurance

P3 FINANCIAL PLANNING PTY LTD

AFSL 464628 · TOOWONG, QLD

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IndependentSingle State
3
Advisers
12
Yrs licensed
13 yrs
Ave. adviser exp.
33%
Exp +15yrs
MDAMargin Lending

SUPERED PTY LTD

AFSL 468859 · NORTH SYDNEY, NSW

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IndependentSingle State
3
Advisers
11
Yrs licensed
18.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDA

PPF ADVISORY PTY LTD

AFSL 470793 · SOUTH WHARF, VIC

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IndependentSingle State
3
Advisers
11
Yrs licensed
14.3 yrs
Ave. adviser exp.
33%
Exp +15yrs
DerivativesGen. InsuranceForex
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