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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.

HEALTH PROFESSIONALS PLUS PTY LTD

AFSL 341220 · MELBOURNE, VIC

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Corporate GroupSingle State
3
Advisers
16
Yrs licensed
21
Avg exp (yrs)
67%
Exp +15yrs

HUMBLE GOODE FINANCIAL PTY LTD

AFSL 349026 · DULWICH, SA

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IndependentSingle State
3
Advisers
16
Yrs licensed
13.7
Avg exp (yrs)
33%
Exp +15yrs
DerivativesMargin Lending

LYTHGO CREW WEALTH MANAGEMENT PTY LTD

AFSL 370951 · HAMILTON, QLD

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IndependentSingle State
3
Advisers
16
Yrs licensed
10.7
Avg exp (yrs)
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
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

ZODIAC SECURITIES PTY LTD

AFSL 398350 · BURLEIGH HEADS, QLD

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IndependentSingle State
3
Advisers
15
Yrs licensed
10.3
Avg exp (yrs)
33%
Exp +15yrs
DerivativesMargin LendingForex

ESSENTIAL FINANCIAL PLANNING AUSTRALIA PTY LTD

AFSL 400439 · CHELTENHAM, VIC

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

ORA PARTNERS PTY LTD

AFSL 402234 · COTTESLOE, WA

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Corporate GroupSingle State
3
Advisers
15
Yrs licensed
13.3
Avg exp (yrs)
67%
Exp +15yrs
DerivativesMargin Lending

WEALTHSTREAM FINANCIAL GROUP PTY LTD

AFSL 412079 · PYMBLE, NSW

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

TATARELLI SECURITIES PTY LTD

AFSL 419306 · NORWOOD, SA

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Corporate GroupSingle State
3
Advisers
14
Yrs licensed
8.3
Avg exp (yrs)
0%
Exp +15yrs
Margin Lending

STAMFORD (WEALTH MANAGEMENT) PTY LTD

AFSL 432426 · SYDNEY, NSW

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IndependentSingle State
3
Advisers
13
Yrs licensed
18.7
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
33%
Exp +15yrs

REGIONAL WEALTH SERVICES PTY LTD

AFSL 458328 · TORQUAY, VIC

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IndependentSingle State
3
Advisers
12
Yrs licensed
15.7
Avg exp (yrs)
67%
Exp +15yrs

MCPHERSON & ASSOCIATES PTY. LTD.

AFSL 229883 · BRISBANE CITY, QLD

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Corporate GroupSingle State
3
Advisers
23
Yrs licensed
8
Avg exp (yrs)
0%
Exp +15yrs
MDA

SUPERED PTY LTD

AFSL 468859 · NORTH SYDNEY, NSW

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IndependentSingle State
3
Advisers
11
Yrs licensed
18.3
Avg exp (yrs)
67%
Exp +15yrs
MDA

AERAN PTY LTD

AFSL 469658 · TURRAMURRA, NSW

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IndependentSingle State
3
Advisers
11
Yrs licensed
20.7
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

AUSTRALIAN FINANCIAL ADVISORY GROUP PTY LTD

AFSL 475300 · SYDNEY, NSW

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IndependentSingle State
3
Advisers
11
Yrs licensed
16.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

HALO FINANCIAL SERVICES PTY LTD

AFSL 504663 · SYDNEY, NSW

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Corporate GroupMulti-State
3
Advisers
8
Yrs licensed
17
Avg exp (yrs)
67%
Exp +15yrs

ETHICAL PLANNERS PTY LTD

AFSL 505615 · BURLEIGH HEADS, QLD

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IndependentSingle State
3
Advisers
8
Yrs licensed
21
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

MARKET ST FINANCIAL ADVISORY GROUP PTY LIMITED

AFSL 506199 · WOLLONGONG, NSW

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Corporate GroupSingle State
3
Advisers
7
Yrs licensed
11
Avg exp (yrs)
33%
Exp +15yrs
DerivativesMargin Lending

INFINITY MANAGEMENT PTY LTD

AFSL 481586 · NEWCASTLE, NSW

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Corporate GroupSingle State
3
Advisers
11
Yrs licensed
11.7
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending
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