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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.

CFG ADVICE PTY LTD

AFSL 501857 · SOUTHBANK, VIC

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Corporate GroupSingle State
12
Advisers
8
Yrs licensed
15
Avg exp (yrs)
50%
Exp +15yrs
Margin Lending

SMART FINANCIAL CAPITAL PTY LTD

AFSL 533901 · WARILLA, NSW

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Corporate GroupSingle State
12
Advisers
4
Yrs licensed
8.1
Avg exp (yrs)
25%
Exp +15yrs
MDAMargin Lending

FISH TACOS PTY LTD

AFSL 533055 · SYDNEY, NSW

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Corporate GroupSingle State
12
Advisers
5
Yrs licensed
4.8
Avg exp (yrs)
8%
Exp +15yrs

BURRELL STOCKBROKING PTY LTD

AFSL 247431 · SPRING HILL, QLD

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Corporate GroupSingle State
11
Advisers
22
Yrs licensed
15.9
Avg exp (yrs)
64%
Exp +15yrs
MDADerivativesMargin Lending

ETHICAL INVESTMENT ADVISERS PTY LTD

AFSL 276544 · RED HILL, QLD

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IndependentMulti-State
11
Advisers
22
Yrs licensed
16.9
Avg exp (yrs)
64%
Exp +15yrs
Margin Lending

GRIMSEY WEALTH PTY LTD

AFSL 293334 · MELBOURNE, VIC

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Independent2 States
11
Advisers
21
Yrs licensed
9.2
Avg exp (yrs)
31%
Exp +15yrs
Margin Lending

CHOICE FINANCIAL ADVISORS PTY LTD

AFSL 324987 · SOUTH MELBOURNE, VIC

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IndependentSingle State
11
Advisers
18
Yrs licensed
14.3
Avg exp (yrs)
39%
Exp +15yrs
Margin Lending

VWM FINANCIAL SERVICES PTY LTD

AFSL 345744 · WEST PERTH, WA

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Corporate GroupSingle State
11
Advisers
16
Yrs licensed
16.3
Avg exp (yrs)
55%
Exp +15yrs
Margin Lending

360PRIVATE PTY LIMITED

AFSL 458669 · PARKSIDE, SA

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IndependentSingle State
11
Advisers
12
Yrs licensed
14.7
Avg exp (yrs)
55%
Exp +15yrs
DerivativesMargin LendingForex

MY FORTRESS PTY LTD

AFSL 508806 · HERMIT PARK, QLD

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Corporate GroupSingle State
11
Advisers
8
Yrs licensed
13.5
Avg exp (yrs)
36%
Exp +15yrs
Margin Lending

LIFE PATH FINANCIAL PLANNING PTY LTD

AFSL 518221 · UPPER MOUNT GRAVATT, QLD

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IndependentSingle State
11
Advisers
6
Yrs licensed
17.5
Avg exp (yrs)
55%
Exp +15yrs
Margin Lending

PARKER WEALTH MANAGEMENT PTY LTD

AFSL 519344 · CANBERRA, ACT

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IndependentSingle State
11
Advisers
6
Yrs licensed
16.9
Avg exp (yrs)
67%
Exp +15yrs
Margin Lending

PKFWAFSL PTY LTD

AFSL 525655 · NEWCASTLE WEST, NSW

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Corporate GroupSingle State
11
Advisers
5
Yrs licensed
10.7
Avg exp (yrs)
27%
Exp +15yrs

SKYE MONEY PTY LTD

AFSL 545313 · GREENSBOROUGH, VIC

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Corporate GroupSingle State
11
Advisers
3
Yrs licensed
7.5
Avg exp (yrs)
18%
Exp +15yrs

BDHSTERLING AFSL PTY LTD

AFSL 222266 · PERTH, WA

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Corporate Group2 States
10
Advisers
24
Yrs licensed
12.3
Avg exp (yrs)
40%
Exp +15yrs
Forex

MPFINPLAN PTY. LTD.

AFSL 428848 · CARLTON NORTH, VIC

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Independent2 States
10
Advisers
14
Yrs licensed
19
Avg exp (yrs)
70%
Exp +15yrs
Margin Lending

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

AFSL 240769 · SYDNEY, NSW

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IndependentSingle State
10
Advisers
23
Yrs licensed
9.8
Avg exp (yrs)
30%
Exp +15yrs
DerivativesMargin Lending

GOLDSBOROUGH FINANCIAL SERVICES PTY LTD

AFSL 225330 · PARKSIDE, SA

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IndependentSingle State
10
Advisers
23
Yrs licensed
18.1
Avg exp (yrs)
80%
Exp +15yrs
Margin Lending

MASU FINANCIAL MANAGEMENT PTY LTD

AFSL 231140 · SYDNEY, NSW

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IndependentSingle State
10
Advisers
23
Yrs licensed
19
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

FOCUS PARTNERS WEALTH PTY LTD

AFSL 234525 · SYDNEY, NSW

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Corporate GroupMulti-State
10
Advisers
23
Yrs licensed
10.8
Avg exp (yrs)
30%
Exp +15yrs
Margin Lending

ACTUATE ALLIANCE SERVICES PTY LTD

AFSL 240959 · MELBOURNE, VIC

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InstitutionalMulti-State
10
Advisers
23
Yrs licensed
9.8
Avg exp (yrs)
10%
Exp +15yrs
MDAMargin Lending

CPS CAPITAL GROUP PTY LTD

AFSL 294848 · PERTH, WA

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IndependentSingle State
10
Advisers
20
Yrs licensed
25
Avg exp (yrs)
90%
Exp +15yrs
DerivativesMargin Lending

TMS PRIVATE WEALTH PTY LTD

AFSL 333008 · MANLY, NSW

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IndependentSingle State
10
Advisers
17
Yrs licensed
18.4
Avg exp (yrs)
60%
Exp +15yrs
Margin Lending

M GROUP FINANCIAL PLANNING PTY. LTD.

AFSL 340094 · WENDOUREE, VIC

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Independent2 States
10
Advisers
17
Yrs licensed
11.5
Avg exp (yrs)
55%
Exp +15yrs
Margin Lending
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