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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.

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

INDEPENDENT FINANCIAL ADVICE & EDUCATION PTY LTD

AFSL 520963 · ORANGE, NSW

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

CLEAR WEALTH PLANNERS PTY LTD

AFSL 533442 · SPRINGVALE, VIC

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

ANOVA FINANCIAL GROUP PTY LTD

AFSL 553326 · MAITLAND, NSW

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

HARBOURSIDE WM GROUP PTY LTD

AFSL 550872 · CLEVELAND, QLD

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Corporate GroupSingle State
2
Advisers
3
Yrs licensed
21 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

EK ADVICE SOLUTIONS PTY LTD

AFSL 700189 · WHEELERS HILL, VIC

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Corporate GroupSingle State
2
Advisers
0
Yrs licensed
13.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

MPW FINANCIAL GROUP PTY LTD

AFSL 700196 · SOUTH YARRA, VIC

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IndependentSingle State
2
Advisers
0
Yrs licensed
26.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDA

BURSARIA FINANCIAL PTY LTD

AFSL 552883 · GEELONG, VIC

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Independent2 States
2
Advisers
2
Yrs licensed
9.5 yrs
Ave. adviser exp.
50%
Exp +15yrs
MDAMargin Lending

SPECIALISED PRIVATE CAPITAL LTD

AFSL 246744 · SYDNEY, NSW

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IndependentSingle State
1
Advisers
22
Yrs licensed
26 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesGen. InsuranceForex

LUNAWAVE PTY. LIMITED

AFSL 225759 · SYDNEY, NSW

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IndependentSingle State
1
Advisers
23
Yrs licensed
38 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending

MYGLOBALCFO PTY LTD

AFSL 700155 · PEREGIAN BEACH, QLD

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

PMA STRATEGIC ADVISORY SERVICES PTY LTD

AFSL 489001 · MOSMAN, NSW

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Corporate GroupSingle State
1
Advisers
9
Yrs licensed
8 yrs
Ave. adviser exp.
0%
Exp +15yrs

INFINITI WEALTH PTY LTD

AFSL 700305 · IDALIA, QLD

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Corporate GroupSingle State
1
Advisers
0
Yrs licensed
12 yrs
Ave. adviser exp.
0%
Exp +15yrs
Margin Lending

SELFWEALTH PTY LTD

AFSL 421789 · MELBOURNE, VIC

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Corporate GroupSingle State
1
Advisers
14
Yrs licensed
24 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDADerivatives

ACQUIRA WEALTH GROUP PTY LTD

AFSL 700332 · SOUTHPORT, QLD

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Corporate GroupSingle State
1
Advisers
0
Yrs licensed
25 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

TAG INSURANCE CUSTODIAN PTY LTD

AFSL 700279 · MALVERN, VIC

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IndependentSingle State
1
Advisers
0
Yrs licensed
39 yrs
Ave. adviser exp.
100%
Exp +15yrs

MAWSON WEALTH PTY LIMITED

AFSL 552819 · COOMERA, QLD

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Corporate GroupSingle State
1
Advisers
2
Yrs licensed
24 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

WHAMPOA NEW RICH PTY LTD

AFSL 485546 · MELBOURNE, VIC

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IndependentSingle State
1
Advisers
10
Yrs licensed
9 yrs
Ave. adviser exp.
0%
Exp +15yrs

FP CONSULTING AFSL HOLDING PTY LTD

AFSL 543527 · SYDNEY, NSW

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Corporate GroupSingle State
1
Advisers
3
Yrs licensed
7 yrs
Ave. adviser exp.
0%
Exp +15yrs

LICENCE TO ADVISE PTY LTD

AFSL 700097 · BELLA VISTA, NSW

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Corporate GroupSingle State
1
Advisers
0
Yrs licensed
17 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

ORA WEALTH PTY LTD

AFSL 700262 · COTTESLOE, WA

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Corporate GroupSingle State
1
Advisers
0
Yrs licensed
18 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending
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