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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.

CUTCHER & NEALE FINANCIAL SERVICES PTY LTD

AFSL 433814 · NEWCASTLE WEST, NSW

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IndependentMulti-State
18
Advisers
13
Yrs licensed
13.3
Avg exp (yrs)
43%
Exp +15yrs
MDAMargin LendingGen. Insurance

ESENCIA WEALTH PARTNERS PTY LTD

AFSL 511532 · SYDNEY, NSW

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Corporate Group2 States
18
Advisers
8
Yrs licensed
17
Avg exp (yrs)
47%
Exp +15yrs
MDADerivativesMargin Lending

HUNTER GREEN PTY LTD

AFSL 225962 · BRISBANE ADELAIDE STREET, QLD

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Corporate Group2 States
17
Advisers
23
Yrs licensed
18.9
Avg exp (yrs)
65%
Exp +15yrs
MDAMargin LendingGen. Insurance

BDO PRIVATE WEALTH ADVISERS PTY LTD

AFSL 238280 · BRISBANE, QLD

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IndependentMulti-State
17
Advisers
22
Yrs licensed
9.3
Avg exp (yrs)
18%
Exp +15yrs
Margin Lending

AXIES PTY. LTD.

AFSL 339384 · BRIGHTON, VIC

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Corporate Group2 States
17
Advisers
17
Yrs licensed
12.7
Avg exp (yrs)
35%
Exp +15yrs

SYMMETRY GROUP PTY LTD

AFSL 426385 · SUBIACO, WA

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IndependentMulti-State
17
Advisers
14
Yrs licensed
19
Avg exp (yrs)
71%
Exp +15yrs

SEQUOIA WEALTH MANAGEMENT PTY LTD

AFSL 472387 · SYDNEY, NSW

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IndependentMulti-State
17
Advisers
9
Yrs licensed
21.3
Avg exp (yrs)
82%
Exp +15yrs
DerivativesMargin LendingForex

TEAM SUPER SERVICES PTY LTD

AFSL 502700 · NEWCASTLE WEST, NSW

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Corporate GroupMulti-State
17
Advisers
8
Yrs licensed
15.7
Avg exp (yrs)
47%
Exp +15yrs

LIFEWEALTH PTY LTD

AFSL 279615 · MELBOURNE, VIC

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Corporate GroupSingle State
16
Advisers
22
Yrs licensed
12.5
Avg exp (yrs)
38%
Exp +15yrs
Margin Lending

THE PRINCIPAL EDGE PTY. LTD.

AFSL 225029 · SYDNEY, NSW

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IndependentSingle State
16
Advisers
23
Yrs licensed
13.3
Avg exp (yrs)
50%
Exp +15yrs
DerivativesMargin Lending

PERKS PRIVATE WEALTH PTY LTD

AFSL 236551 · ADELAIDE, SA

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IndependentSingle State
16
Advisers
22
Yrs licensed
14.6
Avg exp (yrs)
56%
Exp +15yrs
DerivativesMargin LendingGen. Insurance

MUIRFIELD FINANCIAL SERVICES PTY LTD

AFSL 243287 · NEWTOWN, VIC

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IndependentSingle State
16
Advisers
22
Yrs licensed
11.1
Avg exp (yrs)
38%
Exp +15yrs
MDAMargin Lending

TAYLOR COLLISON LIMITED

AFSL 247083 · ADELAIDE, SA

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Corporate Group2 States
16
Advisers
22
Yrs licensed
21.8
Avg exp (yrs)
62%
Exp +15yrs
DerivativesMargin LendingForex

CHPW FINANCIAL PTY LTD

AFSL 280201 · MELBOURNE, VIC

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Independent2 States
16
Advisers
22
Yrs licensed
19
Avg exp (yrs)
69%
Exp +15yrs
Margin Lending

ADVICEIQ PARTNERS PTY LTD

AFSL 332957 · BRISBANE CITY, QLD

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IndependentMulti-State
16
Advisers
17
Yrs licensed
15.9
Avg exp (yrs)
62%
Exp +15yrs
Margin Lending

MIQ PRIVATE WEALTH PTY LTD

AFSL 504773 · UPPER MOUNT GRAVATT, QLD

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Corporate GroupMulti-State
16
Advisers
8
Yrs licensed
17.9
Avg exp (yrs)
69%
Exp +15yrs
MDADerivativesMargin Lending

MFG ADVICE PTY LTD

AFSL 499010 · IVANHOE EAST, VIC

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Corporate GroupMulti-State
16
Advisers
9
Yrs licensed
20.6
Avg exp (yrs)
75%
Exp +15yrs
Margin Lending

ESCALA WEALTH MANAGEMENT PTY LTD

AFSL 456207 · MELBOURNE, VIC

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Corporate Group2 States
15
Advisers
12
Yrs licensed
12.3
Avg exp (yrs)
27%
Exp +15yrs
MDADerivativesMargin LendingForex

KAIZEN WEALTH PTY LTD

AFSL 480797 · WAYVILLE, SA

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IndependentSingle State
15
Advisers
11
Yrs licensed
18.4
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

AVANA FINANCIAL SOLUTIONS PTY LTD

AFSL 516325 · MELBOURNE, VIC

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Corporate GroupMulti-State
15
Advisers
7
Yrs licensed
19
Avg exp (yrs)
73%
Exp +15yrs

LIPMAN BURGON AND PARTNERS PTY LIMITED

AFSL 234972 · SYDNEY, NSW

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Independent2 States
14
Advisers
22
Yrs licensed
9
Avg exp (yrs)
15%
Exp +15yrs
DerivativesMargin Lending

SYMES WARNE & ASSOCIATES PTY LTD

AFSL 241050 · WOLLONGONG, NSW

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IndependentSingle State
14
Advisers
23
Yrs licensed
15.3
Avg exp (yrs)
43%
Exp +15yrs
DerivativesMargin Lending

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD

AFSL 287619 · SYDNEY, NSW

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Independent2 States
14
Advisers
21
Yrs licensed
13.1
Avg exp (yrs)
36%
Exp +15yrs
Margin Lending

PITCHER PARTNERS WEALTH MANAGEMENT PTY LTD

AFSL 357636 · BRISBANE, QLD

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Corporate GroupSingle State
14
Advisers
16
Yrs licensed
13.1
Avg exp (yrs)
43%
Exp +15yrs
DerivativesMargin Lending
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