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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.

WGFC PTY LTD

AFSL 515748 · SUBIACO, WA

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

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

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

OPULEN FINANCIAL SOLUTIONS PTY LTD

AFSL 517131 · NORTH ADELAIDE, SA

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IndependentSingle State
2
Advisers
7
Yrs licensed
19 yrs
Ave. adviser exp.
100%
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

FITZWEALTH FINANCIAL ADVICE PTY LTD

AFSL 307169 · MACKAY, QLD

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IndependentSingle State
2
Advisers
19
Yrs licensed
20 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDAMargin Lending

STEPHEN FINANCIAL SOLUTIONS PTY LTD

AFSL 518185 · NORTH SYDNEY, NSW

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

GPL READ PTY LTD

AFSL 518285 · OYSTER BAY, NSW

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

LAMBDA INVESTMENT SOLUTIONS PTY LTD

AFSL 240024 · SPRING HILL, QLD

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Corporate GroupSingle State
2
Advisers
22
Yrs licensed
22 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

LIFETIME GROWTH PTY LTD

AFSL 566608 · FULHAM, SA

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Corporate GroupSingle State
2
Advisers
1
Yrs licensed
10 yrs
Ave. adviser exp.
0%
Exp +15yrs

LEGACY FINANCIAL PLANNING PTY. LTD.

AFSL 519446 · RICHMOND, VIC

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Corporate Group2 States
2
Advisers
6
Yrs licensed
14 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

WEALTH POINT PTY LTD

AFSL 522099 · DULWICH, SA

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

BELAY ADVICE PTY LTD

AFSL 522238 · SYDNEY, NSW

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

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

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

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

WREN ADVISERS PTY LTD

AFSL 247124 · MELBOURNE, VIC

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

MICHANNA WEALTH PTY LTD

AFSL 524015 · MUDGEERABA, QLD

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IndependentSingle State
2
Advisers
6
Yrs licensed
19.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
DerivativesMargin Lending
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