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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.

GALLAGHER BENEFIT SERVICES PTY LTD

AFSL 488001 · BRISBANE, QLD

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Corporate GroupMulti-State
36
Advisers
10
Yrs licensed
16.9
Avg exp (yrs)
58%
Exp +15yrs
DerivativesMargin Lending

BERYLLIUM ADVISERS PTY LTD

AFSL 528250 · TOOWONG, QLD

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IndependentMulti-State
36
Advisers
5
Yrs licensed
12.3
Avg exp (yrs)
31%
Exp +15yrs
Margin Lending

SHARTRU WEALTH MANAGEMENT PTY LTD

AFSL 422409 · BELMONT, NSW

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IndependentNational
35
Advisers
14
Yrs licensed
19.5
Avg exp (yrs)
60%
Exp +15yrs
MDADerivativesMargin Lending

LOYALTY FINANCIAL SERVICES PTY LTD

AFSL 227096 · SYDNEY, NSW

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IndependentMulti-State
34
Advisers
23
Yrs licensed
20.6
Avg exp (yrs)
68%
Exp +15yrs
DerivativesMargin Lending

LIFESTYLE ASSET MANAGEMENT PTY LTD

AFSL 288421 · BARANGAROO, NSW

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IndependentMulti-State
34
Advisers
21
Yrs licensed
18
Avg exp (yrs)
40%
Exp +15yrs
Margin Lending

GUIDEWAY FINANCIAL SERVICES PTY LTD

AFSL 420367 · MELBOURNE, VIC

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IndependentMulti-State
33
Advisers
14
Yrs licensed
16.2
Avg exp (yrs)
61%
Exp +15yrs
Margin LendingGen. Insurance

EP FINANCIAL SERVICES PTY LTD

AFSL 325252 · BUNDALL, QLD

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Corporate GroupMulti-State
32
Advisers
18
Yrs licensed
13.3
Avg exp (yrs)
44%
Exp +15yrs
MDADerivativesMargin Lending

MADISON FINANCIAL GROUP PTY LTD

AFSL 246679 · MAROOCHYDORE, QLD

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Corporate GroupMulti-State
31
Advisers
22
Yrs licensed
18.1
Avg exp (yrs)
74%
Exp +15yrs
MDAMargin Lending

COBALT ADVISERS PTY LTD

AFSL 512550 · TOOWONG, QLD

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IndependentMulti-State
31
Advisers
7
Yrs licensed
11.6
Avg exp (yrs)
26%
Exp +15yrs

MINCHIN MOORE PRIVATE WEALTH PTY LTD

AFSL 480194 · MOSMAN, NSW

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IndependentMulti-State
31
Advisers
11
Yrs licensed
16.5
Avg exp (yrs)
68%
Exp +15yrs
MDADerivativesMargin LendingForex

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

AFSL 234527 · DOCKLANDS, VIC

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InstitutionalMulti-State
30
Advisers
23
Yrs licensed
14.7
Avg exp (yrs)
50%
Exp +15yrs
DerivativesMargin LendingGen. InsuranceForex

FMD ADVISORY SERVICES PTY LTD

AFSL 232977 · MELBOURNE, VIC

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Corporate GroupMulti-State
29
Advisers
23
Yrs licensed
17.9
Avg exp (yrs)
55%
Exp +15yrs
MDAMargin Lending

FUTURO FINANCIAL SERVICES PTY LTD

AFSL 238478 · PERTH, WA

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Corporate GroupMulti-State
29
Advisers
23
Yrs licensed
17.8
Avg exp (yrs)
59%
Exp +15yrs
MDADerivativesMargin Lending

BONGIORNO WEALTH MANAGEMENT PTY LTD

AFSL 345313 · MELBOURNE, VIC

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Independent2 States
28
Advisers
16
Yrs licensed
17.4
Avg exp (yrs)
61%
Exp +15yrs
DerivativesMargin Lending

MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD

AFSL 411766 · DOCKLANDS, VIC

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Corporate GroupMulti-State
28
Advisers
14
Yrs licensed
15.4
Avg exp (yrs)
46%
Exp +15yrs
Margin LendingGen. Insurance

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

AFSL 238282 · PERTH, WA

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Corporate GroupMulti-State
28
Advisers
22
Yrs licensed
10.7
Avg exp (yrs)
29%
Exp +15yrs
DerivativesMargin Lending

GILL AND CO ADVISORY PTY LTD

AFSL 551560 · BANGOR, NSW

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Corporate GroupMulti-State
28
Advisers
3
Yrs licensed
16.7
Avg exp (yrs)
50%
Exp +15yrs

CAPITAL PARTNERS CONSULTING PTY LTD

AFSL 227148 · WEST PERTH, WA

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IndependentSingle State
27
Advisers
23
Yrs licensed
9.3
Avg exp (yrs)
22%
Exp +15yrs
MDAMargin Lending

AIA FINANCIAL SERVICES PTY LIMITED

AFSL 231109 · SYDNEY, NSW

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Corporate GroupMulti-State
27
Advisers
23
Yrs licensed
15
Avg exp (yrs)
48%
Exp +15yrs
Gen. Insurance

APT WEALTH PARTNERS PTY LTD

AFSL 436121 · SYDNEY, NSW

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Corporate Group2 States
27
Advisers
13
Yrs licensed
14.3
Avg exp (yrs)
48%
Exp +15yrs
MDAMargin LendingForex

APEX MACRO FINANCIAL GROUP PTY. LTD.

AFSL 498715 · BOX HILL NORTH, VIC

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IndependentMulti-State
27
Advisers
9
Yrs licensed
17.1
Avg exp (yrs)
59%
Exp +15yrs
DerivativesMargin Lending

SIRA GROUP PTY LTD

AFSL 278423 · MELBOURNE, VIC

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Corporate GroupMulti-State
26
Advisers
21
Yrs licensed
19.4
Avg exp (yrs)
65%
Exp +15yrs
MDAMargin Lending

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

AFSL 522028 · SYDNEY, NSW

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Corporate GroupMulti-State
26
Advisers
6
Yrs licensed
12.5
Avg exp (yrs)
35%
Exp +15yrs

INTEGRITY FINANCIAL PLANNERS PTY. LTD.

AFSL 225051 · CROYDON, VIC

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IndependentMulti-State
25
Advisers
23
Yrs licensed
18.4
Avg exp (yrs)
68%
Exp +15yrs
Margin Lending
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