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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.

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

PILAT INVESTMENT PTY LTD

AFSL 241717 · CREMORNE, NSW

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

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

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

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

TEMPLAR WEALTH MANAGEMENT PTY LTD

AFSL 238522 · WEST PERTH, WA

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Corporate GroupSingle State
1
Advisers
22
Yrs licensed
8 yrs
Ave. adviser exp.
0%
Exp +15yrs

PORTFOLIO PLANNERS PTY LTD

AFSL 339044 · BRIGHTON, VIC

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

FINPLAN AUSTRALIA PTY. LTD.

AFSL 247459 · WEST MELBOURNE, VIC

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

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

SARACENS PTY LTD

AFSL 244521 · ALSTONVILLE, NSW

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

GOODALL FINANCIAL SERVICES PTY. LTD.

AFSL 244542 · SPEARWOOD, WA

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

JANE TUAZON JENS

AFSL 488955 · SOLDIERS HILL, VIC

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

DEAN EVANS & ASSOCIATES PTY. LIMITED

AFSL 245652 · SYDNEY, NSW

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

CAMBRIDGE SECURITIES PTY LTD

AFSL 364861 · KARDINYA, WA

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

ONEVALE PTY LTD

AFSL 327933 · BRISBANE, QLD

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

MAHER DIGBY SECURITIES PTY LTD

AFSL 230559 · NAMBOUR, QLD

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

ASCENT FINANCIAL STRATEGIES PTY. LIMITED

AFSL 238770 · NARRAWEENA, NSW

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Corporate GroupSingle State
1
Advisers
22
Yrs licensed
40 yrs
Ave. adviser exp.
100%
Exp +15yrs
DerivativesMargin Lending

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