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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.

MORPLAN PTY LTD

AFSL 530260 · BALLARAT, VIC

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
17.5
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

ABLE FINANCIAL SERVICES PTY LTD

AFSL 530596 · PARRAMATTA, NSW

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
15
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

CURVE WEALTH PTY LTD

AFSL 533468 · SANDRINGHAM, VIC

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IndependentSingle State
2
Advisers
5
Yrs licensed
19
Avg exp (yrs)
100%
Exp +15yrs

BELFAST WEALTH ADVICE PTY LTD

AFSL 531587 · PORT FAIRY, VIC

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IndependentSingle State
2
Advisers
5
Yrs licensed
10
Avg exp (yrs)
50%
Exp +15yrs

SHEEHAN WEALTH PTY LTD

AFSL 531610 · CLAREMONT, WA

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
10.5
Avg exp (yrs)
0%
Exp +15yrs

REGAL ADVICE PTY LTD

AFSL 531931 · HOLLYWELL, QLD

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
15
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

OMEGA FINANCIAL STRATEGISTS PTY LTD

AFSL 532064 · WAYVILLE, SA

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IndependentSingle State
2
Advisers
5
Yrs licensed
26.5
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

INTEGRITY WEALTH SOLUTIONS PTY LTD

AFSL 533207 · PENRITH, NSW

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
23.5
Avg exp (yrs)
100%
Exp +15yrs

FSG PTY LTD

AFSL 549296 · BELMONT, NSW

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Corporate GroupSingle State
2
Advisers
2
Yrs licensed
18.5
Avg exp (yrs)
50%
Exp +15yrs
MDA

AWS PRIVATE WEALTH PTY LTD

AFSL 550862 · ALEXANDRIA, NSW

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Corporate GroupSingle State
2
Advisers
3
Yrs licensed
6
Avg exp (yrs)
0%
Exp +15yrs

INTUITIVE ADVICE GROUP PTY LTD

AFSL 534626 · CARLTON, VIC

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Corporate GroupSingle State
2
Advisers
5
Yrs licensed
7
Avg exp (yrs)
0%
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
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

EXCALIBUR WEALTH GROUP PTY LTD

AFSL 535263 · PARRAMATTA, NSW

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IndependentSingle State
2
Advisers
4
Yrs licensed
21
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

HILLS FINANCIAL PTY LTD

AFSL 535344 · KALAMUNDA, WA

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
25
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

RIGHTTRAC FINANCIAL SERVICES PTY LTD

AFSL 535632 · KEARNEYS SPRING, QLD

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IndependentSingle State
2
Advisers
5
Yrs licensed
16.5
Avg exp (yrs)
50%
Exp +15yrs

TOUCHPOINT FINANCIAL PTY LTD

AFSL 535781 · CARINGBAH, NSW

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IndependentSingle State
2
Advisers
4
Yrs licensed
20.5
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

PROVINCIAL WEALTH MANAGEMENT PTY LTD

AFSL 535848 · DENILIQUIN, NSW

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
29.5
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

STOCKSPOT PTY LTD

AFSL 536082 · SYDNEY, NSW

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
15
Avg exp (yrs)
50%
Exp +15yrs
MDA

JARRAH BRIDGE PTY LTD

AFSL 536661 · MIDLAND, WA

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
13
Avg exp (yrs)
50%
Exp +15yrs

LUNARIS WEALTH PTY LTD

AFSL 536915 · NEWSTEAD, QLD

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
17
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

DATUS WEALTH PTY LTD

AFSL 536937 · MORDIALLOC, VIC

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IndependentSingle State
2
Advisers
4
Yrs licensed
13
Avg exp (yrs)
67%
Exp +15yrs
MDAMargin Lending

F.P.D SOLUTIONS (AUST) PTY LTD

AFSL 536964 · MOORABBIN, VIC

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
23
Avg exp (yrs)
100%
Exp +15yrs

INVESTMENT & RETIREMENT SERVICES PTY LTD

AFSL 537452 · BAULKHAM HILLS, NSW

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
32
Avg exp (yrs)
100%
Exp +15yrs

O&I WEALTH PTY LTD

AFSL 538367 · BALCATTA, WA

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IndependentSingle State
2
Advisers
4
Yrs licensed
25.5
Avg exp (yrs)
100%
Exp +15yrs
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