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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.

SGN FINANCIAL PTY LTD

AFSL 490523 · VARSITY LAKES, QLD

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Corporate GroupMulti-State
57
Advisers
9
Yrs licensed
15.1
Avg exp (yrs)
51%
Exp +15yrs
MDADerivativesMargin Lending

PICTURE WEALTH ADVISORY PTY LTD

AFSL 530789 · PERTH, WA

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Corporate GroupMulti-State
54
Advisers
5
Yrs licensed
12.6
Avg exp (yrs)
35%
Exp +15yrs
Margin Lending

FORTNUM ADVICE PTY LTD

AFSL 519190 · SYDNEY, NSW

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Corporate GroupNational
51
Advisers
6
Yrs licensed
16.9
Avg exp (yrs)
59%
Exp +15yrs
MDADerivativesMargin Lending

PGW FINANCIAL SERVICES PTY LTD

AFSL 384713 · BRISBANE CITY, QLD

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Corporate GroupMulti-State
49
Advisers
15
Yrs licensed
18.3
Avg exp (yrs)
59%
Exp +15yrs
DerivativesMargin Lending

BOMBORA ADVICE PTY LTD

AFSL 439065 · MELBOURNE, VIC

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IndependentMulti-State
49
Advisers
13
Yrs licensed
20.4
Avg exp (yrs)
78%
Exp +15yrs
Margin Lending

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

AFSL 240813 · SYDNEY, NSW

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Corporate GroupMulti-State
45
Advisers
22
Yrs licensed
18.9
Avg exp (yrs)
62%
Exp +15yrs
MDADerivativesMargin LendingGen. InsuranceForex

BLUEWATER FINANCIAL ADVISORS PTY LTD

AFSL 411846 · SYDNEY, NSW

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IndependentMulti-State
45
Advisers
15
Yrs licensed
16.4
Avg exp (yrs)
56%
Exp +15yrs
Margin Lending

FIRST FINANCIAL PTY LTD

AFSL 481098 · MELBOURNE, VIC

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Corporate GroupSingle State
45
Advisers
10
Yrs licensed
12.7
Avg exp (yrs)
38%
Exp +15yrs
Margin Lending

KODA CAPITAL PTY LTD

AFSL 452581 · SYDNEY, NSW

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IndependentMulti-State
44
Advisers
12
Yrs licensed
15.8
Avg exp (yrs)
52%
Exp +15yrs
MDADerivativesMargin LendingForex

GODFREY PEMBROKE GROUP PTY LTD

AFSL 245451 · BARTON, ACT

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InstitutionalNational
44
Advisers
22
Yrs licensed
20.3
Avg exp (yrs)
74%
Exp +15yrs
MDAMargin Lending

MUFG RETIRE360 PTY LIMITED

AFSL 258145 · PARRAMATTA, NSW

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Corporate Group2 States
44
Advisers
22
Yrs licensed
13.5
Avg exp (yrs)
45%
Exp +15yrs
Margin Lending

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

AFSL 558563 · MELBOURNE, VIC

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Corporate GroupMulti-State
43
Advisers
1
Yrs licensed
12.4
Avg exp (yrs)
42%
Exp +15yrs
Margin Lending

AVALONFS PTY LTD

AFSL 437518 · MERRYLANDS WEST, NSW

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Corporate GroupMulti-State
43
Advisers
13
Yrs licensed
19.3
Avg exp (yrs)
64%
Exp +15yrs
Margin Lending

FYG PLANNERS PTY LTD

AFSL 224543 · BURNIE, TAS

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Corporate GroupMulti-State
42
Advisers
23
Yrs licensed
17
Avg exp (yrs)
62%
Exp +15yrs
Margin Lending

NEXTPLAN FINANCIAL PTY LTD

AFSL 452996 · RINGWOOD, VIC

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IndependentMulti-State
42
Advisers
12
Yrs licensed
20.6
Avg exp (yrs)
74%
Exp +15yrs

POLITIS INVESTMENT STRATEGIES PTY LTD

AFSL 253125 · WICKHAM, NSW

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IndependentMulti-State
40
Advisers
22
Yrs licensed
11.6
Avg exp (yrs)
25%
Exp +15yrs
MDAMargin Lending

AKAMBO PTY LTD

AFSL 322056 · MELBOURNE, VIC

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Corporate GroupMulti-State
39
Advisers
18
Yrs licensed
14.9
Avg exp (yrs)
33%
Exp +15yrs
DerivativesMargin Lending

AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD

AFSL 389206 · PULLENVALE, QLD

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IndependentMulti-State
39
Advisers
13
Yrs licensed
16.6
Avg exp (yrs)
55%
Exp +15yrs

MBS ADVICE LICENCE PTY LTD

AFSL 536983 · NORTH SYDNEY, NSW

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Corporate GroupMulti-State
39
Advisers
4
Yrs licensed
13.1
Avg exp (yrs)
38%
Exp +15yrs

FINCHLEY & KENT PTY LTD

AFSL 555169 · SYDNEY, NSW

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IndependentNational
38
Advisers
2
Yrs licensed
23.3
Avg exp (yrs)
78%
Exp +15yrs
Margin Lending

H.E.S.T. AUSTRALIA LTD.

AFSL 235249 · MELBOURNE, VIC

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IndependentNational
37
Advisers
23
Yrs licensed
14.9
Avg exp (yrs)
51%
Exp +15yrs

TEMPLESTONE FINANCIAL SERVICES PTY LTD

AFSL 523831 · BELLA VISTA, NSW

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IndependentMulti-State
37
Advisers
5
Yrs licensed
15.9
Avg exp (yrs)
62%
Exp +15yrs
Margin Lending

FITZPATRICKS PRIVATE WEALTH PTY LTD

AFSL 247429 · SYDNEY, NSW

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Corporate GroupMulti-State
36
Advisers
22
Yrs licensed
21
Avg exp (yrs)
72%
Exp +15yrs
Margin Lending

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

AFSL 358029 · MELBOURNE, VIC

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IndependentMulti-State
36
Advisers
16
Yrs licensed
10.6
Avg exp (yrs)
25%
Exp +15yrs
MDAMargin Lending
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