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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.

JARRAH BRIDGE PTY LTD

AFSL 536661 · MIDLAND, WA

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

FUTURE WEALTH ADVISORY PTY LTD

AFSL 536301 · PARRAMATTA, NSW

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Corporate Group2 States
2
Advisers
4
Yrs licensed
16.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDA

BRAESIDE WEALTH PTY LTD

AFSL 538563 · HAMILTON SOUTH, NSW

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

KR FINANCIAL GROUP PTY LTD

AFSL 544855 · DONCASTER, VIC

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IndependentSingle State
2
Advisers
3
Yrs licensed
18 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

VIVA WEALTH FINANCIAL SERVICES PTY LTD

AFSL 547622 · SOUTH PERTH, WA

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Corporate GroupSingle State
2
Advisers
3
Yrs licensed
10.5 yrs
Ave. adviser exp.
50%
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 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
50%
Exp +15yrs

ID FINANCIAL SERVICES PTY LTD

AFSL 700070 · SYDNEY, NSW

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

INVESTOR CAPITAL GROUP PTY LTD

AFSL 700124 · CARLTON, VIC

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IndependentSingle State
2
Advisers
1
Yrs licensed
21.5 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
50%
Exp +15yrs

OLLEH FINANCIAL GROUP PTY LTD

AFSL 700134 · WYNNUM, QLD

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IndependentSingle State
2
Advisers
1
Yrs licensed
3 yrs
Ave. adviser exp.
0%
Exp +15yrs

FINANCIAL MANDATE PTY LTD

AFSL 700151 · TELOPEA, NSW

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Independent2 States
2
Advisers
0
Yrs licensed
15.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

FINANCE LIVING PTY LTD

AFSL 568495 · ADELAIDE, SA

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IndependentSingle State
2
Advisers
1
Yrs licensed
8 yrs
Ave. adviser exp.
0%
Exp +15yrs

PANOPTIC WEALTH HOLDINGS PTY LTD

AFSL 437907 · BRISBANE CITY, QLD

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Corporate GroupSingle State
2
Advisers
13
Yrs licensed
22.5 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDAMargin Lending

GRANITE (AUS) PTY LTD

AFSL 568281 · EAST BRISBANE, QLD

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Corporate GroupSingle State
2
Advisers
1
Yrs licensed
17 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDADerivativesMargin LendingForex

MARV FINANCIAL SERVICES PTY LTD

AFSL 700023 · BROADBEACH, QLD

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Corporate GroupSingle State
2
Advisers
1
Yrs licensed
9.5 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
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 yrs
Ave. adviser exp.
50%
Exp +15yrs

KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD

AFSL 452054 · COCKBURN CENTRAL, WA

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IndependentSingle State
2
Advisers
12
Yrs licensed
17 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

MARLSTON FORREST WEALTH PTY LTD

AFSL 523979 · BUNBURY, WA

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Corporate GroupSingle State
2
Advisers
6
Yrs licensed
10.5 yrs
Ave. adviser exp.
0%
Exp +15yrs

GARDIAN FINANCIAL SERVICES PTY LTD

AFSL 535443 · MACKAY, QLD

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Corporate GroupSingle State
2
Advisers
4
Yrs licensed
8.5 yrs
Ave. adviser exp.
0%
Exp +15yrs
Margin Lending
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