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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.

THE LUNAR GROUP PTY LIMITED

AFSL 470948 · NORTH SYDNEY, NSW

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Corporate GroupSingle State
18
Advisers
11
Yrs licensed
11.3 yrs
Ave. adviser exp.
33%
Exp +15yrs
MDAMargin Lending

AVANA FINANCIAL SOLUTIONS PTY LTD

AFSL 516325 · MELBOURNE, VIC

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Corporate GroupMulti-State
18
Advisers
7
Yrs licensed
19.2 yrs
Ave. adviser exp.
72%
Exp +15yrs

MIQ PRIVATE WEALTH PTY LTD

AFSL 504773 · UPPER MOUNT GRAVATT, QLD

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Corporate GroupMulti-State
17
Advisers
8
Yrs licensed
16.9 yrs
Ave. adviser exp.
65%
Exp +15yrs
MDADerivativesMargin Lending

ADVICEIQ PARTNERS PTY LTD

AFSL 332957 · BRISBANE CITY, QLD

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IndependentMulti-State
17
Advisers
17
Yrs licensed
13.2 yrs
Ave. adviser exp.
53%
Exp +15yrs
Margin Lending

FINANCIAL INDEX AUSTRALIA PTY LTD

AFSL 240559 · MELBOURNE, VIC

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Corporate Group2 States
17
Advisers
22
Yrs licensed
18.5 yrs
Ave. adviser exp.
71%
Exp +15yrs
DerivativesMargin Lending

BDO PRIVATE WEALTH ADVISERS PTY LTD

AFSL 238280 · BRISBANE, QLD

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IndependentMulti-State
17
Advisers
22
Yrs licensed
9.3 yrs
Ave. adviser exp.
18%
Exp +15yrs
Margin Lending

TEAM SUPER SERVICES PTY LTD

AFSL 502700 · NEWCASTLE WEST, NSW

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Corporate GroupMulti-State
17
Advisers
8
Yrs licensed
15.7 yrs
Ave. adviser exp.
47%
Exp +15yrs

TAYLOR COLLISON LIMITED

AFSL 247083 · ADELAIDE, SA

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Corporate Group2 States
16
Advisers
22
Yrs licensed
21.8 yrs
Ave. adviser exp.
62%
Exp +15yrs
DerivativesMargin LendingForex

LIFEWEALTH PTY LTD

AFSL 279615 · MELBOURNE, VIC

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Corporate GroupSingle State
16
Advisers
22
Yrs licensed
12.5 yrs
Ave. adviser exp.
38%
Exp +15yrs
Margin Lending

SYMMETRY GROUP PTY LTD

AFSL 426385 · SUBIACO, WA

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IndependentMulti-State
16
Advisers
14
Yrs licensed
18.9 yrs
Ave. adviser exp.
69%
Exp +15yrs

SEQUOIA WEALTH MANAGEMENT PTY LTD

AFSL 472387 · SYDNEY, NSW

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Independent2 States
16
Advisers
9
Yrs licensed
21.2 yrs
Ave. adviser exp.
81%
Exp +15yrs
DerivativesMargin LendingForex

MFG ADVICE PTY LTD

AFSL 499010 · IVANHOE EAST, VIC

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Corporate GroupMulti-State
16
Advisers
9
Yrs licensed
20.6 yrs
Ave. adviser exp.
75%
Exp +15yrs
Margin Lending

PERKS PRIVATE WEALTH PTY LTD

AFSL 236551 · ADELAIDE, SA

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IndependentSingle State
16
Advisers
22
Yrs licensed
14.6 yrs
Ave. adviser exp.
56%
Exp +15yrs
DerivativesMargin LendingGen. Insurance

THE PRINCIPAL EDGE PTY. LTD.

AFSL 225029 · SYDNEY, NSW

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IndependentSingle State
15
Advisers
23
Yrs licensed
14 yrs
Ave. adviser exp.
53%
Exp +15yrs
DerivativesMargin Lending

MUIRFIELD FINANCIAL SERVICES PTY LTD

AFSL 243287 · NEWTOWN, VIC

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IndependentSingle State
15
Advisers
22
Yrs licensed
11.6 yrs
Ave. adviser exp.
40%
Exp +15yrs
MDAMargin Lending

PITCHER PARTNERS WEALTH MANAGEMENT PTY LTD

AFSL 357636 · BRISBANE, QLD

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Corporate GroupSingle State
15
Advisers
16
Yrs licensed
12.2 yrs
Ave. adviser exp.
40%
Exp +15yrs
DerivativesMargin Lending

FIRST MUTUAL AUSTRALIA PTY LTD

AFSL 423710 · MELBOURNE, VIC

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Corporate GroupMulti-State
15
Advisers
14
Yrs licensed
23.2 yrs
Ave. adviser exp.
87%
Exp +15yrs
Margin Lending

SECURINVEST FINANCIAL PLANNERS PTY. LTD.

AFSL 223280 · SCORESBY, VIC

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IndependentMulti-State
15
Advisers
24
Yrs licensed
14.4 yrs
Ave. adviser exp.
47%
Exp +15yrs
Margin Lending

HALPIN WEALTH PARTNERS PTY LTD

AFSL 517210 · ADELAIDE, SA

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Independent2 States
15
Advisers
7
Yrs licensed
17.1 yrs
Ave. adviser exp.
53%
Exp +15yrs
Margin Lending

SYMES WARNE & ASSOCIATES PTY LTD

AFSL 241050 · WOLLONGONG, NSW

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IndependentSingle State
15
Advisers
23
Yrs licensed
14.3 yrs
Ave. adviser exp.
40%
Exp +15yrs
DerivativesMargin Lending

KAIZEN WEALTH PTY LTD

AFSL 480797 · WAYVILLE, SA

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IndependentSingle State
15
Advisers
11
Yrs licensed
18.4 yrs
Ave. adviser exp.
60%
Exp +15yrs
Margin Lending

HUNTER GREEN PTY LTD

AFSL 225962 · BRISBANE ADELAIDE STREET, QLD

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Corporate Group2 States
14
Advisers
23
Yrs licensed
19.9 yrs
Ave. adviser exp.
71%
Exp +15yrs
MDAMargin LendingGen. Insurance

LIPMAN BURGON AND PARTNERS PTY LIMITED

AFSL 234972 · SYDNEY, NSW

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Independent2 States
14
Advisers
22
Yrs licensed
9 yrs
Ave. adviser exp.
14%
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 yrs
Ave. adviser exp.
36%
Exp +15yrs
Margin Lending
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