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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.

INVESTORPLAN PTY LTD

AFSL 515947 · GORDON, NSW

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IndependentSingle State
2
Advisers
7
Yrs licensed
23.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

SHEEHAN WEALTH PTY LTD

AFSL 531610 · CLAREMONT, WA

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
10.5 yrs
Ave. adviser exp.
0%
Exp +15yrs

BEE FINANCIAL PTY LTD

AFSL 533762 · WERRIBEE, VIC

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
14 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

SENSIBLY PTY LTD

AFSL 533923 · EAST MAITLAND, NSW

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
16 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

BRIGHTPATH FINANCIAL PLANNING PTY LTD

AFSL 534041 · ORANGE, NSW

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IndependentSingle State
2
Advisers
5
Yrs licensed
18 yrs
Ave. adviser exp.
100%
Exp +15yrs

DUNROSS FINANCIAL PLANNING PTY LTD

AFSL 237496 · WEST END, QLD

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IndependentSingle State
2
Advisers
23
Yrs licensed
23.5 yrs
Ave. adviser exp.
100%
Exp +15yrs

PENNYWISE FINANCIAL SERVICES PTY LTD

AFSL 546603 · BLACKBURN SOUTH, VIC

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IndependentSingle State
2
Advisers
3
Yrs licensed
26.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

MJPW CAPITAL PTY LIMITED

AFSL 551505 · SYDNEY, NSW

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IndependentSingle State
2
Advisers
2
Yrs licensed
24.5 yrs
Ave. adviser exp.
100%
Exp +15yrs

BONGIORNO FINANCIAL ADVISERS PTY LTD

AFSL 238977 · MELBOURNE, VIC

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
21.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Derivatives

FOUNDATION MANAGEMENT (WA) PTY LTD

AFSL 239079 · BALCATTA, WA

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
12 yrs
Ave. adviser exp.
50%
Exp +15yrs

ARK TOTAL WEALTH PTY LTD

AFSL 239445 · SYDNEY, NSW

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
15.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

MCMILLAN FINANCIAL PLANNING PTY LTD

AFSL 239645 · TRARALGON, VIC

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
15 yrs
Ave. adviser exp.
50%
Exp +15yrs

IGM FINANCIAL PLANNING PTY. LTD.

AFSL 239651 · REEDY CREEK, QLD

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IndependentSingle State
2
Advisers
23
Yrs licensed
27.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
Derivatives

ACUMEN ASSET MANAGEMENT PTY LTD

AFSL 241420 · GLEN IRIS, VIC

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IndependentSingle State
2
Advisers
22
Yrs licensed
18.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin LendingForex

ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD

AFSL 243268 · WAGGA WAGGA, NSW

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IndependentSingle State
2
Advisers
22
Yrs licensed
28 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

AGVISE (WA) PTY LTD

AFSL 244319 · BELMONT, WA

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IndependentSingle State
2
Advisers
22
Yrs licensed
21.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesForex

DELOITTE ACTUARIES & CONSULTANTS LIMITED

AFSL 244576 · SYDNEY, NSW

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
17 yrs
Ave. adviser exp.
50%
Exp +15yrs

QUINN FINANCIAL PLANNING PTY LTD

AFSL 246411 · PENSHURST, NSW

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IndependentSingle State
2
Advisers
22
Yrs licensed
17 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

INVESTWEST PTY. LTD.

AFSL 246568 · WANNEROO, WA

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Independent2 States
2
Advisers
23
Yrs licensed
30.5 yrs
Ave. adviser exp.
100%
Exp +15yrs

RETIREWELL FINANCIAL PLANNING PTY. LTD.

AFSL 247062 · BRISBANE, QLD

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IndependentSingle State
2
Advisers
22
Yrs licensed
43.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDADerivativesMargin Lending

EMBRUN PTY. LTD.

AFSL 247319 · CLAYFIELD, QLD

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IndependentSingle State
2
Advisers
22
Yrs licensed
27 yrs
Ave. adviser exp.
100%
Exp +15yrs

REAL CONSULTING SERVICES PTY LTD

AFSL 274531 · CARINDALE, QLD

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IndependentSingle State
2
Advisers
22
Yrs licensed
20.5 yrs
Ave. adviser exp.
100%
Exp +15yrs

WEALTH SOLUTION PARTNERS PTY LTD

AFSL 278811 · KYABRAM, VIC

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IndependentSingle State
2
Advisers
22
Yrs licensed
25.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

LEVEL ONE FINANCIAL ADVISERS PTY LIMITED

AFSL 280061 · WOLLONGONG, NSW

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
26.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
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