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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.

TREND WEALTH PTY LTD

AFSL 517945 · CHATSWOOD, NSW

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IndependentSingle State
1
Advisers
6
Yrs licensed
26 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD

AFSL 229920 · FRANKSTON, VIC

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

CORE ADVICE COLLECTIVE PTY LTD

AFSL 700341 · SYDNEY, NSW

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

DOUGLAS HOWARD HEWITT

AFSL 224274 · WANTIRNA SOUTH, VIC

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

XENTINEL FINANCIAL SERVICES PTY LTD

AFSL 224496 · SYDNEY, NSW

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

TLK FINANCIAL SERVICES PTY LTD

AFSL 522950 · PARRAMATTA, NSW

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Corporate GroupSingle State
1
Advisers
6
Yrs licensed
11 yrs
Ave. adviser exp.
0%
Exp +15yrs

PHILLIP SECURITIES (AUS) LIMITED

AFSL 247100 · PERTH, WA

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Corporate GroupSingle State
1
Advisers
22
Yrs licensed
16 yrs
Ave. adviser exp.
100%
Exp +15yrs
Derivatives

IADVICE TECHNOLOGY PTY LTD

AFSL 526700 · MELBOURNE, VIC

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Corporate GroupSingle State
1
Advisers
5
Yrs licensed
11 yrs
Ave. adviser exp.
0%
Exp +15yrs

WE ALL COUNT WEALTH MANAGEMENT PTY LTD

AFSL 536203 · MURRAY BRIDGE, SA

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Corporate GroupSingle State
1
Advisers
4
Yrs licensed
10 yrs
Ave. adviser exp.
0%
Exp +15yrs

PRECISE ADVICE FINANCIAL SERVICES PTY. LTD.

AFSL 229986 · KEYSBOROUGH, VIC

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

NEWCASTLE PRIVATE WEALTH PTY LTD

AFSL 700256 · WARNERS BAY, NSW

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

SUCCESS FINANCIAL SERVICES GROUP PTY LTD

AFSL 700270 · KILSYTH, VIC

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

GOLDEN OAK WEALTH ADVISERS PTY LTD

AFSL 700322 · PARRAMATTA, NSW

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

VALANTARA PTY LTD

AFSL 700349 · HAMILTON, VIC

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Corporate GroupSingle State
1
Advisers
0
Yrs licensed
19 yrs
Ave. adviser exp.
100%
Exp +15yrs
MDA

THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD

AFSL 228820 · FRANKSTON, VIC

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

MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED

AFSL 228986 · BARANGAROO, NSW

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IndependentSingle State
1
Advisers
23
Yrs licensed
8 yrs
Ave. adviser exp.
0%
Exp +15yrs
DerivativesForex

MOUNTAINS AND MARIGOLDS PTY LTD

AFSL 700069 · BRISBANE CITY, QLD

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

KOSEC GROUP PTY LIMITED

AFSL 240713 · CROWS NEST, NSW

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Independent
1
Advisers
23
Yrs licensed
32 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

KOUSTAS & CO SMSF ADVISORY PTY LTD

AFSL 486128 · MELBOURNE, VIC

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

EPG WEALTH PTY LTD

AFSL 529273 · BARANGAROO, NSW

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IndependentSingle State
1
Advisers
5
Yrs licensed
17 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

WEALTH CUSTODIANS GROUP PTY LTD

AFSL 537488 · DONCASTER EAST, VIC

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Corporate Group
1
Advisers
4
Yrs licensed
19 yrs
Ave. adviser exp.
100%
Exp +15yrs
Margin Lending

SAMUEL ALLGATE INVESTMENTS PTY LTD

AFSL 420170 · SYDNEY, NSW

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IndependentSingle State
1
Advisers
14
Yrs licensed
25 yrs
Ave. adviser exp.
100%
Exp +15yrs

WEALTHADVICE.COM.AU PTY. LIMITED

AFSL 230253 · ROZELLE, NSW

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

LEADERS INVESTMENT MANAGEMENT PTY LIMITED

AFSL 230417 · ST IVES, NSW

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Corporate GroupSingle State
1
Advisers
23
Yrs licensed
23 yrs
Ave. adviser exp.
100%
Exp +15yrs
Derivatives
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