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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

1,895 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.

FORSYTHS FINANCIAL SERVICES PTY LTD

AFSL 259938 · TAMWORTH, NSW

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Corporate GroupSingle State
3
Advisers
22
Yrs licensed
12.7 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

PRIVEST LICENSEE SERVICES PTY LTD

AFSL 526603 · CHATSWOOD, NSW

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Corporate Group2 States
3
Advisers
5
Yrs licensed
21.7 yrs
Ave. adviser exp.
100%
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

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

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

AUREUS PRIVATE WEALTH PTY LTD

AFSL 566091 · CARINGBAH, NSW

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IndependentSingle State
3
Advisers
1
Yrs licensed
15.7 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

MPFS PRIVATE WEALTH PTY LTD

AFSL 529999 · MORNINGTON, VIC

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
16.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
MDA

CONVERA AUSTRALIA PTY LTD

AFSL 404092 · SYDNEY, NSW

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

EQUITY & SUPER PTY LTD

AFSL 410041 · SOUTH MELBOURNE, VIC

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Independent2 States
3
Advisers
15
Yrs licensed
17.3 yrs
Ave. adviser exp.
33%
Exp +15yrs
DerivativesMargin Lending

CARDINAL FINANCIAL SERVICES PTY LTD

AFSL 410109 · PORT MELBOURNE, VIC

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

VALENTIA CAPITAL PTY LTD

AFSL 569170 · CLAYTON, VIC

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IndependentSingle State
3
Advisers
0
Yrs licensed
8 yrs
Ave. adviser exp.
0%
Exp +15yrs
Margin Lending

ATHENA FINANCIAL SERVICES PTY LTD

AFSL 569806 · BEAUDESERT, QLD

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IndependentSingle State
3
Advisers
1
Yrs licensed
11.7 yrs
Ave. adviser exp.
0%
Exp +15yrs
Margin Lending

NORTH RUN PTY LTD

AFSL 329800 · JAMESTOWN, SA

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

ZUPPE INTERNATIONAL PTY LIMITED

AFSL 532878 · CANBERRA, ACT

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Corporate GroupSingle State
3
Advisers
4
Yrs licensed
9 yrs
Ave. adviser exp.
33%
Exp +15yrs
DerivativesMargin Lending

PALLADIA LICENSEE SERVICES PTY LTD

AFSL 532918 · PARKSIDE, SA

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
17 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
33%
Exp +15yrs
DerivativesMargin Lending

PHASE3WEALTH PTY LTD

AFSL 537118 · SOUTH PERTH, WA

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

MERCER CONSULTING (AUSTRALIA) PTY LTD

AFSL 411770 · DOCKLANDS, VIC

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Corporate GroupSingle State
3
Advisers
14
Yrs licensed
22.3 yrs
Ave. adviser exp.
67%
Exp +15yrs
DerivativesForex

THE INTELLIGENT FINANCIAL GROUP PTY LTD

AFSL 477543 · FRANKSTON, VIC

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IndependentSingle State
3
Advisers
10
Yrs licensed
19 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin LendingGen. Insurance

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
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