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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.

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

WAKEFIELD PARTNERS PTY LTD

AFSL 493924 · DULWICH, SA

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IndependentSingle State
3
Advisers
9
Yrs licensed
11 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

FORTUNITY ADVICE PTY LTD

AFSL 496362 · ERINA, NSW

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Corporate GroupSingle State
3
Advisers
9
Yrs licensed
23 yrs
Ave. adviser exp.
67%
Exp +15yrs
DerivativesMargin Lending

GLOBE FINANCIAL PLANNING PTY LTD

AFSL 499923 · WEST PERTH, WA

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

MRC FINANCIAL ADVICE PTY LTD

AFSL 520249 · MELBOURNE, VIC

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Corporate GroupSingle State
3
Advisers
6
Yrs licensed
20.3 yrs
Ave. adviser exp.
33%
Exp +15yrs

BLYTHE GROUP PTY LTD

AFSL 520958 · OSBORNE PARK, WA

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Corporate GroupSingle State
3
Advisers
6
Yrs licensed
13.7 yrs
Ave. adviser exp.
33%
Exp +15yrs

MEDICAL FINANCIAL PTY LTD

AFSL 506557 · SOUTH BRISBANE, QLD

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IndependentSingle State
3
Advisers
8
Yrs licensed
20 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
33%
Exp +15yrs

WFS CAPITAL PTY LTD

AFSL 520884 · SYDNEY, NSW

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Corporate GroupSingle State
3
Advisers
6
Yrs licensed
25 yrs
Ave. adviser exp.
67%
Exp +15yrs
DerivativesMargin Lending

KINGSTON PRIVATE WEALTH PTY LTD

AFSL 514174 · CHELTENHAM, VIC

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IndependentSingle State
3
Advisers
7
Yrs licensed
21.7 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

JEMM WEALTH ADVISERS PTY LTD

AFSL 516358 · BRISBANE CITY, QLD

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IndependentSingle State
3
Advisers
7
Yrs licensed
11 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.

AFSL 247014 · RINGWOOD NORTH, VIC

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IndependentSingle State
3
Advisers
22
Yrs licensed
25.3 yrs
Ave. adviser exp.
100%
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 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDADerivativesMargin Lending

FINANCIAL LIFESTYLE PARTNERS (NORTH VIC) PTY. LTD.

AFSL 533284 · WANGARATTA, VIC

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IndependentSingle State
3
Advisers
5
Yrs licensed
17.7 yrs
Ave. adviser exp.
67%
Exp +15yrs

NORTHPOINT INVESTMENT SERVICES PTY LTD

AFSL 533297 · ESSENDON, VIC

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IndependentSingle State
3
Advisers
5
Yrs licensed
23 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

COLLINS WEALTH MANAGEMENT PTY LTD

AFSL 533532 · NEWSTEAD, QLD

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Corporate GroupSingle State
3
Advisers
5
Yrs licensed
27.3 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

CONSONE WEALTH PTY. LTD.

AFSL 522942 · NARRE WARREN NORTH, VIC

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Independent2 States
3
Advisers
6
Yrs licensed
21 yrs
Ave. adviser exp.
100%
Exp +15yrs

CUMULUS WEALTH PTY LTD

AFSL 524450 · MELBOURNE, VIC

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IndependentSingle State
3
Advisers
5
Yrs licensed
25.3 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDAMargin Lending

MULTIFORTE GROUP PTY LTD

AFSL 525631 · SYDNEY, NSW

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

SPECIALIST LICENSEE PTY LTD

AFSL 526707 · ST LEONARDS, NSW

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IndependentSingle State
3
Advisers
5
Yrs licensed
16.3 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
33%
Exp +15yrs

AAG FINANCIAL PLANNING PTY LTD

AFSL 530475 · MELBOURNE, VIC

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