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AFFINITY PRIVATE FINANCIAL SERVICES PTY LTD
AFSL 522707 · ABN 64639980724 · MELBOURNE, VIC · Licensed since 2020
Corporate GroupSingle State
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2
Advisers
14.5 yrs
Avg. adviser experience
1
States
50%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 100%
% of current advisers holding each professional membership
States: VIC
Corporate group: DMR Family Trust
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