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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.

MY AFSL PTY LTD

AFSL 508559 · MASCOT, NSW

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IndependentSingle State
3
Advisers
8
Yrs licensed
23
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

ODYSSEY SPECIALIST GROUP PTY LTD

AFSL 508797 · SOUTH BRISBANE, QLD

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Corporate GroupSingle State
3
Advisers
8
Yrs licensed
12.7
Avg exp (yrs)
33%
Exp +15yrs

PINNACLE FP PTY LTD

AFSL 509196 · SHEPPARTON, VIC

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Corporate GroupSingle State
3
Advisers
8
Yrs licensed
19.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

CY FINANCIAL SERVICES PTY LTD

AFSL 509648 · SOUTH PERTH, WA

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Corporate GroupSingle State
3
Advisers
8
Yrs licensed
16.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

IFS PRIVATE WEALTH PTY LTD

AFSL 511051 · ROBINA, QLD

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IndependentSingle State
3
Advisers
8
Yrs licensed
20.3
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

AUSTRALIAN ADVISOR COLLECTIVE PTY LTD

AFSL 511679 · COMO, WA

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Corporate Group2 States
3
Advisers
8
Yrs licensed
13
Avg exp (yrs)
33%
Exp +15yrs

STERLING PRIVATE GROUP PTY LTD

AFSL 511783 · MELBOURNE, VIC

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Corporate Group2 States
3
Advisers
7
Yrs licensed
26.3
Avg exp (yrs)
67%
Exp +15yrs
DerivativesMargin Lending

MWM CAPITAL PTY LTD

AFSL 511851 · BRISBANE, QLD

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Corporate GroupSingle State
3
Advisers
7
Yrs licensed
12.3
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

PRFP PTY LTD

AFSL 512730 · EAST BRISBANE, QLD

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Corporate GroupSingle State
3
Advisers
7
Yrs licensed
13.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

ZEBRA FINANCIAL SERVICES PTY LTD

AFSL 512864 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
7
Yrs licensed
10.3
Avg exp (yrs)
0%
Exp +15yrs
Margin Lending

PROFESSIONAL RETIREMENT ADVICE PTY LIMITED

AFSL 513895 · NEWCASTLE, NSW

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Corporate GroupSingle State
3
Advisers
7
Yrs licensed
20.3
Avg exp (yrs)
67%
Exp +15yrs

A DE LIBASIC PTY LTD

AFSL 514156 · ULTIMO, NSW

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Corporate GroupSingle State
3
Advisers
7
Yrs licensed
8
Avg exp (yrs)
0%
Exp +15yrs
Margin Lending

KINGSTON PRIVATE WEALTH PTY LTD

AFSL 514174 · CHELTENHAM, VIC

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IndependentSingle State
3
Advisers
7
Yrs licensed
21.7
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

ZENITH PLANNING PTY LTD

AFSL 515946 · CAMBERWELL, VIC

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Corporate GroupSingle State
3
Advisers
7
Yrs licensed
19.3
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

JEMM WEALTH ADVISERS PTY LTD

AFSL 516358 · BRISBANE CITY, QLD

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IndependentSingle State
3
Advisers
7
Yrs licensed
11
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

CT GROUP ADVISORY SERVICES PTY LTD

AFSL 516941 · CONCORD, NSW

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IndependentSingle State
3
Advisers
7
Yrs licensed
24.3
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

COMPLETE FINANCIAL PLANNING PTY LTD

AFSL 246725 · MIDLAND, WA

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IndependentSingle State
3
Advisers
22
Yrs licensed
14
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

HERITAGE CAPITAL GROUP PTY LTD

AFSL 518138 · MELBOURNE, VIC

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Corporate GroupSingle State
3
Advisers
6
Yrs licensed
24.3
Avg exp (yrs)
100%
Exp +15yrs
MDADerivativesMargin Lending

LEGACY FINANCIAL PLANNING PTY. LTD.

AFSL 519446 · MARGARET RIVER, WA

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Corporate Group2 States
3
Advisers
6
Yrs licensed
9.7
Avg exp (yrs)
33%
Exp +15yrs

YOUR BEACON PTY LTD

AFSL 519834 · BUNDALL, QLD

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Corporate GroupSingle State
3
Advisers
7
Yrs licensed
8
Avg exp (yrs)
0%
Exp +15yrs

FINANCIAL LIFESTYLE PARTNERS (NORTH VIC) PTY. LTD.

AFSL 533284 · WANGARATTA, VIC

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IndependentSingle State
3
Advisers
5
Yrs licensed
17.7
Avg exp (yrs)
67%
Exp +15yrs

NORTHPOINT INVESTMENT SERVICES PTY LTD

AFSL 533297 · ESSENDON, VIC

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IndependentSingle State
3
Advisers
5
Yrs licensed
23
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

CYBERSIDE INVESTMENTS PTY LTD

AFSL 533530 · SUBIACO, WA

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IndependentSingle State
3
Advisers
5
Yrs licensed
23.3
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

MACKAY PRIVATE PARTNERS PTY LTD

AFSL 534073 · BRISBANE, QLD

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IndependentSingle State
3
Advisers
5
Yrs licensed
17
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending
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