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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.

SPM INVESTMENT GROUP PTY LTD

AFSL 323430 · MAROOCHYDORE, QLD

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Corporate GroupSingle State
2
Advisers
18
Yrs licensed
25 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending

HIGH STREET WEALTH PTY LTD

AFSL 514357 · KOGARAH, NSW

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

PAM FINANCE PTY LIMITED

AFSL 513984 · SUTHERLAND, NSW

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

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

CONVERGENCE WEALTH HOLDINGS PTY LTD

AFSL 516137 · SYDNEY, NSW

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

SIEHAY PTY LTD

AFSL 516197 · GREENSLOPES, QLD

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

JAN24 INVESTMENTS PTY LTD

AFSL 516835 · MALVERN, VIC

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Corporate GroupSingle State
2
Advisers
6
Yrs licensed
15.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDAMargin Lending

LEWIS FINANCIAL SERVICES LICENCE PTY LTD

AFSL 522904 · SPRINGWOOD, NSW

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

INTELLECT WEALTH PTY LTD

AFSL 523297 · CAIRNLEA, VIC

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IndependentSingle State
2
Advisers
5
Yrs licensed
16 yrs
Ave. adviser exp.
50%
Exp +15yrs

HORVAT FINANCIAL ADVISORS PTY. LTD.

AFSL 378107 · ESSENDON NORTH, VIC

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

SATORI ADVISORY PTY LTD

AFSL 378656 · NOOSAVILLE, QLD

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IndependentSingle State
2
Advisers
16
Yrs licensed
12.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

OAKWOOD LIFESTYLE ADVISERS PTY LTD

AFSL 379049 · CHATSWOOD, NSW

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Independent2 States
2
Advisers
16
Yrs licensed
26 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

WEALTH FORUM PTY LTD

AFSL 389528 · ROUSE HILL, NSW

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

AJ FINANCIAL PLANNING PTY LTD

AFSL 387267 · MELBOURNE, VIC

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IndependentSingle State
2
Advisers
16
Yrs licensed
12.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin LendingForex

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

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

HANRAHANS FINANCIAL PLANNING PTY LTD

AFSL 392547 · LEICHHARDT, NSW

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

INTREPID WEALTH PTY LTD

AFSL 393254 · BELROSE WEST, NSW

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IndependentSingle State
2
Advisers
13
Yrs licensed
10.5 yrs
Ave. adviser exp.
50%
Exp +15yrs

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

BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD

AFSL 412370 · MIRANDA, NSW

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

CADRE CORPORATE PTY LTD

AFSL 527099 · BALWYN, VIC

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

IQ FINANCIAL SERVICES PTY LTD

AFSL 535047 · SOUTHPORT, QLD

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

OASIS FINANCIAL HOLDINGS PTY LTD

AFSL 539094 · WORONGARY, QLD

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
12.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending
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