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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.

OBT WEALTH SERVICES PTY LTD

AFSL 543251 · GATTON, QLD

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

WEALTHSTREAM FINANCIAL GROUP PTY LTD

AFSL 412079 · PYMBLE, NSW

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

DISCOVERY WEALTH PTY LTD

AFSL 543808 · EAST IPSWICH, QLD

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IndependentSingle State
3
Advisers
4
Yrs licensed
33.3 yrs
Ave. adviser exp.
100%
Exp +15yrs

DPWM FINANCIAL ADVICE PTY LTD

AFSL 544155 · MINYAMA, QLD

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

HK FINANCIAL SERVICES PTY LTD

AFSL 545687 · SYDNEY, NSW

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

RPP FINANCIAL GROUP PTY LTD

AFSL 548901 · ROBINA, QLD

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

ICARE FINANCIAL PTY LTD

AFSL 551759 · CHATSWOOD, NSW

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Corporate GroupSingle State
3
Advisers
3
Yrs licensed
15.3 yrs
Ave. adviser exp.
67%
Exp +15yrs

AFFINITY LICENSING PLUS PTY LTD

AFSL 553808 · ROCKLEA, QLD

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Corporate GroupSingle State
3
Advisers
2
Yrs licensed
20.7 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

XIN WEALTH PTY LTD

AFSL 554115 · NORTH SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
2
Yrs licensed
7 yrs
Ave. adviser exp.
0%
Exp +15yrs
MDAMargin Lending

MOONCUNNINGHAM FINANCIAL SERVICES PTY LTD

AFSL 555843 · BEVERLY HILLS, NSW

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IndependentSingle State
3
Advisers
2
Yrs licensed
13 yrs
Ave. adviser exp.
33%
Exp +15yrs
DerivativesMargin Lending

DAVOS AND MILES PTY LTD

AFSL 556158 · DOCKLANDS, VIC

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IndependentSingle State
3
Advisers
2
Yrs licensed
18 yrs
Ave. adviser exp.
67%
Exp +15yrs

REGIONAL WEALTH SERVICES PTY LTD

AFSL 458328 · TORQUAY, VIC

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IndependentSingle State
3
Advisers
12
Yrs licensed
15.7 yrs
Ave. adviser exp.
67%
Exp +15yrs

NORTHHAVEN PRIVATE WEALTH PTY LTD

AFSL 559207 · EPPING, NSW

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IndependentSingle State
3
Advisers
1
Yrs licensed
20.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDADerivativesMargin Lending

HALO FINANCIAL SERVICES PTY LTD

AFSL 504663 · SYDNEY, NSW

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Corporate GroupMulti-State
3
Advisers
8
Yrs licensed
17 yrs
Ave. adviser exp.
67%
Exp +15yrs

MCS FINANCIAL PLANNING PTY LTD

AFSL 560040 · TOOWOOMBA, QLD

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IndependentSingle State
3
Advisers
2
Yrs licensed
13.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

NASCENT ADVISORY GROUP PTY LTD

AFSL 560067 · BRADDON, ACT

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IndependentSingle State
3
Advisers
2
Yrs licensed
15.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

RKBJ PRIVATE WEALTH PTY LTD

AFSL 560765 · BALWYN, VIC

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IndependentSingle State
3
Advisers
2
Yrs licensed
17.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

WEALTHCYCLE PTY LIMITED

AFSL 560770 · NORTH SYDNEY, NSW

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IndependentSingle State
3
Advisers
1
Yrs licensed
17.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDAMargin Lending

INDEPENDENT ADVISORY PARTNERS PTY LTD

AFSL 561460 · YARRAVILLE, VIC

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Independent2 States
3
Advisers
2
Yrs licensed
6.7 yrs
Ave. adviser exp.
0%
Exp +15yrs
Margin Lending

FORTEM WEALTH MANAGEMENT PTY LTD

AFSL 561619 · BENDIGO, VIC

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Corporate GroupSingle State
3
Advisers
2
Yrs licensed
13.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

CAPRI ASSET MANAGEMENT PTY LTD

AFSL 562011 · MOLENDINAR, QLD

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Corporate GroupSingle State
3
Advisers
2
Yrs licensed
26.7 yrs
Ave. adviser exp.
100%
Exp +15yrs
Derivatives

2DM CAPITAL PTY LTD

AFSL 563434 · MERMAID BEACH, QLD

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Corporate GroupSingle State
3
Advisers
2
Yrs licensed
10.7 yrs
Ave. adviser exp.
33%
Exp +15yrs
MDA

ABUNDANT WEALTH PARTNERS PTY LTD.

AFSL 564749 · ROBINA, QLD

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Corporate GroupSingle State
3
Advisers
1
Yrs licensed
17 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

CENTURION ADVISORS AFSL PTY LTD

AFSL 566468 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
1
Yrs licensed
10 yrs
Ave. adviser exp.
33%
Exp +15yrs
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