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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.

ESCALA WEALTH MANAGEMENT PTY LTD

AFSL 456207 · MELBOURNE, VIC

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Corporate Group2 States
14
Advisers
12
Yrs licensed
13 yrs
Ave. adviser exp.
29%
Exp +15yrs
MDADerivativesMargin LendingForex

SPS LICENCE PTY LTD

AFSL 497949 · BRISBANE, QLD

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IndependentSingle State
14
Advisers
9
Yrs licensed
18.6 yrs
Ave. adviser exp.
79%
Exp +15yrs
Margin Lending

SKYBRIDGE PORTFOLIOS PTY LTD

AFSL 407092 · INVERELL, NSW

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Independent2 States
14
Advisers
15
Yrs licensed
16.7 yrs
Ave. adviser exp.
71%
Exp +15yrs
Margin Lending

VINCENTS ADVISORY PTY LTD

AFSL 320580 · BRISBANE, QLD

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IndependentSingle State
14
Advisers
18
Yrs licensed
11.6 yrs
Ave. adviser exp.
29%
Exp +15yrs
MDADerivativesMargin Lending

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

AFSL 484737 · SYDNEY, NSW

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IndependentSingle State
14
Advisers
10
Yrs licensed
12.9 yrs
Ave. adviser exp.
43%
Exp +15yrs
MDADerivativesMargin Lending

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

AFSL 239690 · MELBOURNE, VIC

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Corporate GroupSingle State
14
Advisers
22
Yrs licensed
13.1 yrs
Ave. adviser exp.
43%
Exp +15yrs

STONEHOUSE FINANCIAL PARTNERS PTY LTD

AFSL 520339 · BRISBANE, QLD

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Corporate GroupSingle State
14
Advisers
6
Yrs licensed
16.7 yrs
Ave. adviser exp.
71%
Exp +15yrs
Margin Lending

FISH TACOS PTY LTD

AFSL 533055 · SYDNEY, NSW

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Corporate GroupSingle State
14
Advisers
5
Yrs licensed
4.1 yrs
Ave. adviser exp.
7%
Exp +15yrs

LGT WEALTH MANAGEMENT LIMITED

AFSL 231127 · SYDNEY, NSW

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Corporate GroupMulti-State
13
Advisers
22
Yrs licensed
14.8 yrs
Ave. adviser exp.
46%
Exp +15yrs
MDADerivativesMargin LendingGen. InsuranceForex

MIDSEC LICENCING PTY LTD

AFSL 524124 · PARKSIDE, SA

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IndependentSingle State
13
Advisers
6
Yrs licensed
14.2 yrs
Ave. adviser exp.
31%
Exp +15yrs
Margin Lending

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.

AFSL 461710 · SYDNEY, NSW

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Corporate GroupMulti-State
13
Advisers
12
Yrs licensed
16.6 yrs
Ave. adviser exp.
38%
Exp +15yrs
Margin Lending

TYNANS PTY LTD

AFSL 480042 · BRISBANE, QLD

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IndependentSingle State
13
Advisers
11
Yrs licensed
19.3 yrs
Ave. adviser exp.
69%
Exp +15yrs
Margin Lending

HOOD SWEENEY SECURITIES PTY LTD

AFSL 220897 · DULWICH, SA

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IndependentSingle State
13
Advisers
24
Yrs licensed
14.7 yrs
Ave. adviser exp.
62%
Exp +15yrs
Margin Lending

BOUTIQUE ADVISERS PTY LTD

AFSL 554650 · SUBIACO, WA

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Corporate GroupSingle State
13
Advisers
2
Yrs licensed
18.4 yrs
Ave. adviser exp.
62%
Exp +15yrs
Margin Lending

VISION PLANNING & FINANCE (AUST) PTY LTD

AFSL 492807 · MERMAID WATERS, QLD

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Corporate GroupMulti-State
13
Advisers
9
Yrs licensed
19.3 yrs
Ave. adviser exp.
62%
Exp +15yrs

ALMAN PARTNERS PTY. LTD.

AFSL 222107 · MACKAY, QLD

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Corporate GroupSingle State
13
Advisers
24
Yrs licensed
10.2 yrs
Ave. adviser exp.
38%
Exp +15yrs
Margin Lending

CLIMB WEALTH PTY LTD

AFSL 409424 · SYDNEY, NSW

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Corporate GroupMulti-State
13
Advisers
15
Yrs licensed
17.3 yrs
Ave. adviser exp.
54%
Exp +15yrs

ZURICH ASSURE AUSTRALIA PTY LIMITED

AFSL 538863 · NORTH SYDNEY, NSW

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InstitutionalMulti-State
13
Advisers
3
Yrs licensed
12.7 yrs
Ave. adviser exp.
38%
Exp +15yrs

SMART FINANCIAL CAPITAL PTY LTD

AFSL 533901 · WARILLA, NSW

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Corporate GroupSingle State
12
Advisers
4
Yrs licensed
8.1 yrs
Ave. adviser exp.
25%
Exp +15yrs
MDAMargin Lending

BYRON CAPITAL PTY LTD

AFSL 289407 · TOOWOOMBA, QLD

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Corporate GroupMulti-State
12
Advisers
21
Yrs licensed
10.3 yrs
Ave. adviser exp.
17%
Exp +15yrs
MDA

GRIMSEY WEALTH PTY LTD

AFSL 293334 · MELBOURNE, VIC

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Independent2 States
12
Advisers
21
Yrs licensed
9.9 yrs
Ave. adviser exp.
33%
Exp +15yrs
Margin Lending

OZPLAN FINANCIAL SERVICES PTY LTD

AFSL 221235 · BENTLEIGH, VIC

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IndependentSingle State
12
Advisers
24
Yrs licensed
16 yrs
Ave. adviser exp.
58%
Exp +15yrs
Margin Lending

STRATEGIC FINANCE PARTNERS PTY LTD

AFSL 559714 · WEST LEEDERVILLE, WA

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IndependentSingle State
12
Advisers
2
Yrs licensed
3.9 yrs
Ave. adviser exp.
0%
Exp +15yrs
Margin Lending

HEWISON & ASSOCIATES PTY. LTD.

AFSL 227185 · MELBOURNE, VIC

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IndependentSingle State
12
Advisers
23
Yrs licensed
12.1 yrs
Ave. adviser exp.
50%
Exp +15yrs
DerivativesMargin Lending
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