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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.

THE CJ PARTNERSHIP PTY LTD

AFSL 548394 · BENOWA, QLD

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IndependentSingle State
2
Advisers
3
Yrs licensed
19
Avg exp (yrs)
100%
Exp +15yrs

VAS FINANCIAL PTY LTD

AFSL 548419 · MOONEE PONDS, VIC

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IndependentSingle State
2
Advisers
3
Yrs licensed
14.5
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

NEXIA MELBOURNE FINANCIAL SERVICES PTY LTD

AFSL 548748 · MELBOURNE, VIC

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Corporate GroupSingle State
2
Advisers
3
Yrs licensed
15.5
Avg exp (yrs)
50%
Exp +15yrs
MDAMargin Lending

WEALTH 23 DEALER GROUP SERVICES PTY LTD

AFSL 548844 · MELBOURNE, VIC

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Corporate GroupSingle State
2
Advisers
3
Yrs licensed
6.5
Avg exp (yrs)
0%
Exp +15yrs
Margin Lending

CFS ADVISORY SERVICES PTY LTD

AFSL 700059 · BELCONNEN, ACT

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IndependentSingle State
2
Advisers
1
Yrs licensed
11.5
Avg exp (yrs)
0%
Exp +15yrs
Margin Lending

PRECISIONWM FINANCIAL SERVICES PTY LTD

AFSL 700060 · NORTH LAKES, QLD

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Corporate GroupSingle State
2
Advisers
0
Yrs licensed
10
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

BOZ CUE PTY LTD

AFSL 700096 · TINGALPA, QLD

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IndependentSingle State
2
Advisers
0
Yrs licensed
14
Avg exp (yrs)
50%
Exp +15yrs

CSW FINANCIAL SERVICES PTY LTD

AFSL 700122 · NUNAWADING, VIC

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Corporate Group2 States
2
Advisers
0
Yrs licensed
15.5
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

RIVKIN WEALTH ADVISORS PTY LTD

AFSL 551201 · RUSHCUTTERS BAY, NSW

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IndependentSingle State
2
Advisers
2
Yrs licensed
3.5
Avg exp (yrs)
0%
Exp +15yrs

ILA PARTNERS PTY LTD

AFSL 551497 · SYDNEY, NSW

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Corporate GroupSingle State
2
Advisers
3
Yrs licensed
23
Avg exp (yrs)
100%
Exp +15yrs

MJPW CAPITAL PTY LIMITED

AFSL 551505 · SYDNEY, NSW

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IndependentSingle State
2
Advisers
2
Yrs licensed
24.5
Avg exp (yrs)
100%
Exp +15yrs

INVESTOR CAPITAL GROUP PTY LTD

AFSL 700124 · CARLTON, VIC

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IndependentSingle State
2
Advisers
1
Yrs licensed
21.5
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

KP WEALTH MANAGEMENT PTY LTD

AFSL 700129 · MELBOURNE, VIC

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IndependentSingle State
2
Advisers
0
Yrs licensed
13
Avg exp (yrs)
50%
Exp +15yrs

OLLEH FINANCIAL GROUP PTY LTD

AFSL 700134 · WYNNUM, QLD

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IndependentSingle State
2
Advisers
1
Yrs licensed
3
Avg exp (yrs)
0%
Exp +15yrs

FINANCE LIVING PTY LTD

AFSL 568495 · ADELAIDE, SA

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IndependentSingle State
2
Advisers
1
Yrs licensed
8
Avg exp (yrs)
0%
Exp +15yrs

KINGSTON FINANCIAL PTY LIMITED

AFSL 297330 · LANE COVE, NSW

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IndependentSingle State
2
Advisers
20
Yrs licensed
28
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

STRATEGY FIRST FINANCIAL PLANNERS PTY LTD

AFSL 308725 · BUNBURY, WA

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Corporate GroupSingle State
2
Advisers
19
Yrs licensed
9
Avg exp (yrs)
0%
Exp +15yrs
Margin Lending

PANOPTIC WEALTH HOLDINGS PTY LTD

AFSL 437907 · BRISBANE CITY, QLD

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Corporate GroupSingle State
2
Advisers
13
Yrs licensed
22.5
Avg exp (yrs)
100%
Exp +15yrs
MDAMargin Lending

L2 FINANCIAL PTY LTD

AFSL 700011 · NORTH LAKES, QLD

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

LINKS LICENSEE SERVICES PTY LTD

AFSL 700012 · ERINA, NSW

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IndependentSingle State
2
Advisers
2
Yrs licensed
22.5
Avg exp (yrs)
100%
Exp +15yrs
Margin Lending

MARV FINANCIAL SERVICES PTY LTD

AFSL 700023 · BROADBEACH, QLD

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Corporate GroupSingle State
2
Advisers
1
Yrs licensed
9.5
Avg exp (yrs)
0%
Exp +15yrs

FIREFLY FINANCIAL PTY LTD

AFSL 700033 · KARDINYA, WA

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Corporate GroupSingle State
2
Advisers
1
Yrs licensed
10
Avg exp (yrs)
0%
Exp +15yrs

PRIVATE WEALTH ARCHITECTS PTY LTD

AFSL 482926 · PERTH, WA

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Corporate GroupSingle State
2
Advisers
10
Yrs licensed
8
Avg exp (yrs)
0%
Exp +15yrs

DELTAPLAN FINANCIAL SERVICES PTY LIMITED

AFSL 483102 · NORTH SYDNEY, NSW

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Corporate GroupSingle State
2
Advisers
10
Yrs licensed
16.5
Avg exp (yrs)
50%
Exp +15yrs
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