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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.

AXIOM WEALTH PTY. LTD.

AFSL 313422 · BOWRAL, NSW

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IndependentSingle State
2
Advisers
19
Yrs licensed
23
Avg exp (yrs)
100%
Exp +15yrs
DerivativesMargin Lending

LAMBDA INVESTMENT SOLUTIONS PTY LTD

AFSL 240024 · SPRING HILL, QLD

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
22
Avg exp (yrs)
100%
Exp +15yrs

LIFETIME GROWTH PTY LTD

AFSL 566608 · FULHAM, SA

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Corporate GroupSingle State
2
Advisers
1
Yrs licensed
10
Avg exp (yrs)
0%
Exp +15yrs

ACUMEN ASSET MANAGEMENT PTY LTD

AFSL 241420 · GLEN IRIS, VIC

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IndependentSingle State
2
Advisers
22
Yrs licensed
18.5
Avg exp (yrs)
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
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

DELOITTE ACTUARIES & CONSULTANTS LIMITED

AFSL 244576 · SYDNEY, NSW

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
17
Avg exp (yrs)
50%
Exp +15yrs

GRAYSTONE CAPITAL PTY LTD

AFSL 245375 · FORTITUDE VALLEY, QLD

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
17.5
Avg exp (yrs)
50%
Exp +15yrs
MDADerivativesMargin Lending

QUINN FINANCIAL PLANNING PTY LTD

AFSL 246411 · PENSHURST, NSW

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IndependentSingle State
2
Advisers
22
Yrs licensed
17
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
100%
Exp +15yrs
MDADerivativesMargin Lending

WREN ADVISERS PTY LTD

AFSL 247124 · MELBOURNE, VIC

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IndependentSingle State
2
Advisers
22
Yrs licensed
16.5
Avg exp (yrs)
50%
Exp +15yrs
DerivativesForex

GLENFERRIE GROUP FINANCIAL SERVICES PTY LTD

AFSL 247164 · HAWTHORN EAST, VIC

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IndependentSingle State
2
Advisers
22
Yrs licensed
19
Avg exp (yrs)
50%
Exp +15yrs
DerivativesMargin Lending

EMBRUN PTY. LTD.

AFSL 247319 · CLAYFIELD, QLD

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IndependentSingle State
2
Advisers
22
Yrs licensed
27
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
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
Avg exp (yrs)
100%
Exp +15yrs

POOLE & PARTNERS INVESTMENT SERVICES PTY. LTD.

AFSL 280232 · MAROOCHYDORE, QLD

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IndependentSingle State
2
Advisers
22
Yrs licensed
24
Avg exp (yrs)
100%
Exp +15yrs

MONEYTAX FINANCIAL PLANNING PTY LTD

AFSL 280928 · WENTWORTHVILLE, NSW

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IndependentSingle State
2
Advisers
22
Yrs licensed
29
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

DUNBAR HOUSE FINANCIAL SERVICES PTY LTD

AFSL 284901 · LAKE WENDOUREE, VIC

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Independent2 States
2
Advisers
21
Yrs licensed
35.5
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.

AFSL 230458 · HIGHETT, VIC

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IndependentSingle State
2
Advisers
23
Yrs licensed
15.5
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

HUNTER REDDING FINANCIAL SERVICES PTY LTD

AFSL 289559 · CARLTON NORTH, VIC

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IndependentSingle State
2
Advisers
21
Yrs licensed
33
Avg exp (yrs)
100%
Exp +15yrs

BEST INTEREST ADVICE PTY LTD

AFSL 292925 · SYDNEY, NSW

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Independent2 States
2
Advisers
21
Yrs licensed
25
Avg exp (yrs)
50%
Exp +15yrs
Margin LendingGen. Insurance

PDFP PTY LTD

AFSL 293538 · MIRANDA, NSW

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IndependentSingle State
2
Advisers
21
Yrs licensed
19
Avg exp (yrs)
100%
Exp +15yrs

38TH PARALLEL PTY LTD

AFSL 295699 · SYDNEY, NSW

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IndependentSingle State
2
Advisers
21
Yrs licensed
10.5
Avg exp (yrs)
33%
Exp +15yrs
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