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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.

SPENCER FINANCIAL GROUP PTY LTD

AFSL 515982 · TOOWOOMBA, QLD

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Corporate GroupSingle State
2
Advisers
7
Yrs licensed
19.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

FINANCIAL STRATEGIES (SA) PTY LTD

AFSL 326403 · ADELAIDE, SA

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Corporate GroupSingle State
2
Advisers
18
Yrs licensed
20 yrs
Ave. adviser exp.
50%
Exp +15yrs

CLARITY SUCCESS FREEDOM PTY LTD

AFSL 493340 · TWEED HEADS, NSW

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Corporate GroupSingle State
2
Advisers
9
Yrs licensed
11 yrs
Ave. adviser exp.
0%
Exp +15yrs
Margin Lending

WEALTHPOOL ADVISERS PTY LTD

AFSL 517593 · CHATSWOOD, NSW

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Corporate GroupSingle State
2
Advisers
7
Yrs licensed
20.5 yrs
Ave. adviser exp.
50%
Exp +15yrs

FM FINANCIAL SOLUTIONS PTY. LTD.

AFSL 327277 · PYRMONT, NSW

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

PLANNINGSOLO LICENSING PTY LTD

AFSL 526143 · BRIGHTON, VIC

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
16 yrs
Ave. adviser exp.
100%
Exp +15yrs

JSW PARTNERS PTY LTD

AFSL 527791 · MAROOCHYDORE, QLD

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

S & R FINANCIAL SERVICES PTY LIMITED

AFSL 527867 · MIRANDA, NSW

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

BLUE OCEAN FINANCIAL SERVICES PTY LTD

AFSL 493361 · BATEAU BAY, NSW

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Corporate GroupSingle State
2
Advisers
10
Yrs licensed
23 yrs
Ave. adviser exp.
100%
Exp +15yrs

GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD

AFSL 234500 · MELBOURNE, VIC

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Corporate Group2 States
2
Advisers
23
Yrs licensed
9.5 yrs
Ave. adviser exp.
0%
Exp +15yrs
Gen. Insurance

W2 WEALTH PTY LTD

AFSL 508696 · EASTWOOD, SA

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Corporate GroupSingle State
2
Advisers
8
Yrs licensed
10.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

WEALTH PARTNERS WA PTY LTD

AFSL 508773 · BALCATTA, WA

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IndependentSingle State
2
Advisers
8
Yrs licensed
22.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

HYWOOD PARTNERS PTY LTD

AFSL 512291 · DAGLISH, WA

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Corporate GroupSingle State
2
Advisers
8
Yrs licensed
16.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

ASTUTE ADVISORY SERVICES PTY LTD

AFSL 337806 · SUBIACO, WA

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

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

HEALTH PROFESSIONALS PLUS PTY LTD

AFSL 341220 · MELBOURNE, VIC

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

PWK PRIVATE WEALTH AFSL PTY LTD

AFSL 511408 · BRISBANE, QLD

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Corporate GroupSingle State
2
Advisers
8
Yrs licensed
14.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

PROFESSIONAL ADVISER ALLIANCE PTY LTD

AFSL 344361 · SPRINGFIELD, NSW

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Corporate Group2 States
2
Advisers
16
Yrs licensed
17.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDAMargin Lending

AFFINITY PRIVATE FINANCIAL SERVICES PTY LTD

AFSL 522707 · MELBOURNE, VIC

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Corporate GroupSingle State
2
Advisers
6
Yrs licensed
14.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

AXIIS CAPITAL PTY LTD

AFSL 523464 · SOUTH COOGEE, NSW

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Corporate Group2 States
2
Advisers
6
Yrs licensed
16.5 yrs
Ave. adviser exp.
50%
Exp +15yrs

REID WEALTH MANAGEMENT PTY LTD

AFSL 520048 · MILLSWOOD, SA

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IndependentSingle State
2
Advisers
6
Yrs licensed
26.5 yrs
Ave. adviser exp.
100%
Exp +15yrs

TASSIE WEALTH PTY. LTD.

AFSL 519099 · HOBART, TAS

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IndependentSingle State
2
Advisers
7
Yrs licensed
18 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

APEX PARTNERS PTY LTD

AFSL 522822 · NORTH SYDNEY, NSW

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Corporate GroupSingle State
2
Advisers
6
Yrs licensed
12 yrs
Ave. adviser exp.
50%
Exp +15yrs

THOMAS PRICE PTY LTD

AFSL 345963 · EAST MELBOURNE, VIC

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IndependentSingle State
2
Advisers
16
Yrs licensed
25 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending
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