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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.

GENUS WEALTH AUSTRALIA PTY LTD

AFSL 522710 · NELSON BAY, NSW

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Corporate GroupSingle State
3
Advisers
6
Yrs licensed
18.7
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

CONSONE WEALTH PTY. LTD.

AFSL 522942 · NARRE WARREN NORTH, VIC

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Independent2 States
3
Advisers
6
Yrs licensed
21
Avg exp (yrs)
100%
Exp +15yrs

WJD ADVISORY PTY LTD

AFSL 523727 · NORTH SYDNEY, NSW

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IndependentSingle State
3
Advisers
6
Yrs licensed
20.7
Avg exp (yrs)
100%
Exp +15yrs

CUMULUS WEALTH PTY LTD

AFSL 524450 · MELBOURNE, VIC

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IndependentSingle State
3
Advisers
5
Yrs licensed
25.3
Avg exp (yrs)
100%
Exp +15yrs
MDAMargin Lending

HJC FINANCIAL ADVISERS PTY LTD

AFSL 525174 · GROVEDALE, VIC

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IndependentSingle State
3
Advisers
6
Yrs licensed
9.3
Avg exp (yrs)
33%
Exp +15yrs

LAMBERT GROUP MANAGEMENT PTY LTD

AFSL 525558 · SUTHERLAND, NSW

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Corporate Group2 States
3
Advisers
6
Yrs licensed
27.3
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

MULTIFORTE GROUP PTY LTD

AFSL 525631 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
14
Avg exp (yrs)
67%
Exp +15yrs

PRIVEST LICENSEE SERVICES PTY LTD

AFSL 526603 · CHATSWOOD, NSW

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Corporate Group2 States
3
Advisers
5
Yrs licensed
21.7
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

SPECIALIST LICENSEE PTY LTD

AFSL 526707 · ST LEONARDS, NSW

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IndependentSingle State
3
Advisers
5
Yrs licensed
16.3
Avg exp (yrs)
33%
Exp +15yrs
MDADerivativesMargin Lending

MONTARA SERVICES PTY LTD

AFSL 526747 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
6
Avg exp (yrs)
33%
Exp +15yrs

LOWE LIPPMANN WEALTH ADVISERS PTY LTD

AFSL 526748 · MELBOURNE, VIC

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IndependentSingle State
3
Advisers
4
Yrs licensed
21.3
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

INNOVUS LICENSEE SERVICES PTY LTD

AFSL 526954 · FAIRY MEADOW, NSW

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
16
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

HORIZON INVESTMENT SOLUTIONS PTY LTD

AFSL 527462 · BUNBURY, WA

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
21.3
Avg exp (yrs)
67%
Exp +15yrs
DerivativesMargin Lending

HLB MANN JUDD WEALTH PTY LTD

AFSL 527535 · BRISBANE, QLD

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
17.3
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

WEALTH ADVISERS FINANCIAL GROUP PTY LTD

AFSL 527536 · ALTONA NORTH, VIC

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
15.7
Avg exp (yrs)
100%
Exp +15yrs
MDA

MY PLAN GROUP PTY LTD

AFSL 528220 · WOODVILLE WEST, SA

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Corporate Group2 States
3
Advisers
5
Yrs licensed
19.7
Avg exp (yrs)
67%
Exp +15yrs

NORTHERN PLATEAU WEALTH MANAGEMENT PTY LTD

AFSL 528562 · ATHERTON, QLD

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
15.3
Avg exp (yrs)
50%
Exp +15yrs

INTERGEN CAPITAL PTY LTD

AFSL 528669 · CHATSWOOD, NSW

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
12.7
Avg exp (yrs)
33%
Exp +15yrs

108 TAMAR PTY LTD

AFSL 529097 · LAUNCESTON, TAS

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IndependentSingle State
3
Advisers
5
Yrs licensed
21.3
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

CARPETA PTY LTD

AFSL 529435 · EAST BRISBANE, QLD

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
22.7
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

AAG FINANCIAL PLANNING PTY LTD

AFSL 530475 · MELBOURNE, VIC

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
14
Avg exp (yrs)
33%
Exp +15yrs
Margin Lending

ARCO FINANCIAL SERVICES PTY LTD

AFSL 530960 · NOTTING HILL, VIC

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
20
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

PBO FINANCIAL SOLUTIONS PTY LTD

AFSL 531849 · WILLIAMSTOWN, VIC

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IndependentSingle State
3
Advisers
5
Yrs licensed
12.3
Avg exp (yrs)
50%
Exp +15yrs

CRUZ FINANCIAL PLANNING PTY LTD

AFSL 532193 · BURLEIGH HEADS, QLD

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Corporate GroupSingle State
3
Advisers
4
Yrs licensed
5.3
Avg exp (yrs)
0%
Exp +15yrs
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