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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.

MPFINPLAN PTY. LTD.

AFSL 428848 · CARLTON NORTH, VIC

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Independent2 States
10
Advisers
14
Yrs licensed
19 yrs
Ave. adviser exp.
70%
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
9.6 yrs
Ave. adviser exp.
30%
Exp +15yrs
Margin Lending

TMS PRIVATE WEALTH PTY LTD

AFSL 333008 · MANLY, NSW

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IndependentSingle State
10
Advisers
17
Yrs licensed
18.4 yrs
Ave. adviser exp.
60%
Exp +15yrs
Margin Lending

VISIS PTY LTD

AFSL 394583 · BRISBANE CITY, QLD

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IndependentSingle State
10
Advisers
15
Yrs licensed
13.1 yrs
Ave. adviser exp.
40%
Exp +15yrs
MDADerivativesMargin Lending

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD

AFSL 464629 · PHILLIP, ACT

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IndependentMulti-State
10
Advisers
12
Yrs licensed
18 yrs
Ave. adviser exp.
60%
Exp +15yrs
Margin Lending

AUSTRALIAN ADVICE NETWORK PTY LTD

AFSL 472901 · BUNDALL, QLD

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IndependentSingle State
10
Advisers
11
Yrs licensed
16 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

MY DEDICATED ADVISORY PTY LTD

AFSL 485683 · HAWTHORN, VIC

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IndependentSingle State
10
Advisers
10
Yrs licensed
10.4 yrs
Ave. adviser exp.
30%
Exp +15yrs
Margin Lending

INTEGRO HOLDINGS (WA) PTY LTD

AFSL 489444 · PERTH, WA

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Corporate GroupSingle State
10
Advisers
9
Yrs licensed
14.3 yrs
Ave. adviser exp.
60%
Exp +15yrs
DerivativesMargin Lending

BG WEALTH MANAGEMENT PTY LTD

AFSL 496348 · HAWTHORN, VIC

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IndependentSingle State
10
Advisers
9
Yrs licensed
17.2 yrs
Ave. adviser exp.
50%
Exp +15yrs
Margin Lending

BLUE ROCK INVESTMENTS (MELB) PTY LTD

AFSL 335588 · MELBOURNE, VIC

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Corporate GroupSingle State
10
Advisers
17
Yrs licensed
9.6 yrs
Ave. adviser exp.
30%
Exp +15yrs
DerivativesMargin Lending

KDM FINANCIAL AND ESTATE PLANNING PTY LTD

AFSL 516642 · LUTWYCHE, QLD

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IndependentSingle State
10
Advisers
7
Yrs licensed
9.6 yrs
Ave. adviser exp.
40%
Exp +15yrs
Margin Lending

KYCU FINANCIAL PLANNING PTY LTD

AFSL 523677 · MELBOURNE, VIC

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IndependentSingle State
10
Advisers
5
Yrs licensed
6.9 yrs
Ave. adviser exp.
0%
Exp +15yrs

BRUINING PARTNERS PTY LTD

AFSL 245514 · WEST LEEDERVILLE, WA

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IndependentSingle State
10
Advisers
22
Yrs licensed
17.6 yrs
Ave. adviser exp.
70%
Exp +15yrs

SOVEREIGN FINANCIAL GROUP PTY LTD

AFSL 383416 · BALLARAT CENTRAL, VIC

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IndependentSingle State
10
Advisers
16
Yrs licensed
17.2 yrs
Ave. adviser exp.
70%
Exp +15yrs
Margin Lending

CCAFP WEALTH PTY LTD

AFSL 540531 · DOCKLANDS, VIC

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Corporate Group2 States
10
Advisers
4
Yrs licensed
17.6 yrs
Ave. adviser exp.
70%
Exp +15yrs

360PRIVATE PTY LIMITED

AFSL 458669 · PARKSIDE, SA

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IndependentSingle State
10
Advisers
12
Yrs licensed
15.1 yrs
Ave. adviser exp.
60%
Exp +15yrs
DerivativesMargin LendingForex

BESPOKE WEALTH PTY LTD

AFSL 700117 · MELBOURNE, VIC

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Corporate GroupSingle State
10
Advisers
1
Yrs licensed
13.3 yrs
Ave. adviser exp.
40%
Exp +15yrs
Margin Lending

ETHINVEST PTY. LIMITED

AFSL 223718 · SYDNEY, NSW

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Corporate Group2 States
9
Advisers
24
Yrs licensed
17.3 yrs
Ave. adviser exp.
56%
Exp +15yrs
Margin Lending

QUILL GROUP FINANCIAL PLANNERS PTY LTD

AFSL 300810 · EIGHT MILE PLAINS, QLD

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Corporate GroupSingle State
9
Advisers
20
Yrs licensed
20.9 yrs
Ave. adviser exp.
78%
Exp +15yrs
MDAMargin Lending

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD

AFSL 533675 · NEWCASTLE, NSW

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Independent2 States
9
Advisers
4
Yrs licensed
13 yrs
Ave. adviser exp.
56%
Exp +15yrs
Margin Lending

SMITH COFFEY SECURITIES PTY LTD

AFSL 237971 · SUBIACO, WA

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IndependentSingle State
9
Advisers
22
Yrs licensed
18.8 yrs
Ave. adviser exp.
56%
Exp +15yrs
Margin Lending

SMITH COFFEY PTY LTD

AFSL 237972 · SUBIACO, WA

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IndependentSingle State
9
Advisers
22
Yrs licensed
18.8 yrs
Ave. adviser exp.
56%
Exp +15yrs

SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD.

AFSL 239166 · FORTITUDE VALLEY, QLD

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IndependentSingle State
9
Advisers
23
Yrs licensed
14.6 yrs
Ave. adviser exp.
56%
Exp +15yrs

MORROWS PRIVATE WEALTH PTY. LTD.

AFSL 244119 · SOUTHBANK, VIC

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Corporate GroupSingle State
9
Advisers
22
Yrs licensed
16.9 yrs
Ave. adviser exp.
44%
Exp +15yrs
MDADerivativesMargin Lending
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