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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.

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

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

AERAN PTY LTD

AFSL 469658 · TURRAMURRA, NSW

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IndependentSingle State
3
Advisers
11
Yrs licensed
17 yrs
Ave. adviser exp.
67%
Exp +15yrs
Margin Lending

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

ALEGRA WEALTH PTY LTD

AFSL 559898 · BRIGHTON-LE-SANDS, NSW

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

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

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

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
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