Financial advisers in Victoria
5,548 advisers give a business address in Victoria — 13.1% of the register. 3,325 are currently authorised.
5,548advisers
3,325currently authorised
569licensees represented
13.1%share of the register
Registration status in Victoria
| Status | Advisers | Share |
|---|---|---|
| Not stated | 1,443 | 26% |
| Registered | 3,166 | 57.1% |
| Not Registered | 939 | 16.9% |
The licensees most represented in Victoria
- AKUMIN FINANCIAL PLANNING PTY LIMITED — 106
- COUNT FINANCIAL LIMITED — 98
- LIFESPAN FINANCIAL PLANNING PTY LTD — 84
- BELL POTTER SECURITIES LIMITED — 77
- ORD MINNETT LIMITED — 77
- JBWERE LTD — 76
- CONSULTUM FINANCIAL ADVISERS PTY LTD — 67
- MORGANS FINANCIAL LIMITED — 66
- CHARTER FINANCIAL PLANNING LIMITED — 59
- CAPSTONE FINANCIAL PLANNING PTY LTD — 57
- SYNCHRON ADVICE PTY LTD — 53
- PERSONAL FINANCIAL SERVICES LTD — 47
- ALLIANCE WEALTH PTY LTD — 42
- EVANS AND PARTNERS PTY. LTD. — 42
- FINDEX ADVICE SERVICES PTY LTD — 41
- NATIONAL AUSTRALIA BANK LIMITED — 40
- CANACCORD GENUITY FINANCIAL LIMITED — 37
- ASVW FINANCIAL SERVICES PTY LTD — 36
- INDUSTRY FUND SERVICES LIMITED — 30
- RI ADVICE GROUP PTY LTD — 29
Some advisers in Victoria
| Adviser | Number | Authorised | Currently under |
|---|---|---|---|
| AAKASH HARSHAD MEHTA | 001298264 | yes | FMD ADVISORY SERVICES PTY LTD |
| AARON CHRISTOPHER MYNARD | 001299959 | no | — |
| AARON EDWARD KANE | 000285094 | yes | EK ADVICE SOLUTIONS PTY LTD |
| AARON GREGORY JOHN MURDEN | 001240539 | no | — |
| AARON HITCH | 000316165 | yes | LBW WEALTH PTY LTD |
| AARON JAMES WALSHE | 001295354 | yes | FIRST FINANCIAL PTY LTD |
| AARON JOEL HALL | 001281350 | yes | ZENITH PLANNING PTY LTD |
| AARON KITTELTY | 001270790 | no | — |
| AARON LEVI WHITEHEAD | 000391482 | yes | COUNT FINANCIAL LIMITED |
| AARON ROBERT LESLIE | 000457192 | yes | MY DEDICATED ADVISORY PTY LTD |
| AARON TENG BOON WAN | 001306673 | yes | SPARK ADVISORS AUSTRALIA PTY LTD |
| AARON VINEY | 001270228 | no | — |
| AARON ZELMAN | 000277187 | yes | COUNT FINANCIAL LIMITED |
| AAYUSH BENGANI | 001318972 | yes | MODORAS PTY LTD |
| ABBY LOCKYER | 001320599 | no | — |
| ABDALLAH EL-DIB | 000322730 | no | — |
| ABDUL IKRAAN | 000235752 | yes | ADVICE EVOLUTION PTY LTD |
| ABDUL TAHA | 000243472 | yes | AKUMIN FINANCIAL PLANNING PTY LIMITED |
| ABDULLAH AL MAHRIZI | 001308622 | no | — |
| ABDULMALIK ABID | 001308738 | no | — |
| ABHAY KAPOOR | 000342777 | no | — |
| ABIGAIL MARIA COWLEY | 001309750 | yes | BELL POTTER SECURITIES LIMITED |
| ABRAHAM MELCHIZEDEK PAUL MOHRING | 000325475 | yes | LIFESPAN FINANCIAL PLANNING PTY LTD |
| ADAM ANDREW WILSON | 001248823 | no | — |
| ADAM BELLAIRS | 001242760 | no | — |
| ADAM BLENNERHASSETT | 001005312 | yes | JBWERE LTD |
| ADAM BOZIC | 001313614 | yes | JBWERE LTD |
| ADAM BRADY | 001002003 | no | — |
| ADAM CARMODY | 001007364 | yes | OVERVIEW FINANCIAL SERVICES PTY LTD |
| ADAM CASTLE | 001237327 | no | — |
Licensees with advisers in Victoria
- AKUMIN FINANCIAL PLANNING PTY LIMITED — 504
- CHARTER FINANCIAL PLANNING LIMITED — 286
- COUNT FINANCIAL LIMITED — 227
- COMMONWEALTH FINANCIAL PLANNING LIMITED — 214
- A.C.N. 155 907 681 PTY LTD — 235
- NATIONAL AUSTRALIA BANK LIMITED — 231
- GWM ADVISER SERVICES PTY LTD — 181
- WESTPAC BANKING CORPORATION — 83
- SYNCHRON ADVICE PTY LTD — 179
- AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 181
- PROFESSIONAL INVESTMENT SERVICES PTY LTD — 65
- MORGANS FINANCIAL LIMITED — 99
- MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 96
- SECURITOR FINANCIAL GROUP PTY LIMITED — 60
- RI ADVICE GROUP PTY LTD — 102
- INTERPRAC FINANCIAL PLANNING PTY LTD — 206
- HILLROSS FINANCIAL SERVICES LIMITED — 110
- FINANCIAL WISDOM LIMITED — 57
- CONSULTUM FINANCIAL ADVISERS PTY LTD — 177
- ALLIANCE WEALTH PTY LTD — 69
- GPS WEALTH LTD — 43
- MACQUARIE EQUITIES LIMITED — 76
- DOVER FINANCIAL ADVISERS PTY LTD — 57
- LIFESPAN FINANCIAL PLANNING PTY LTD — 148
- MERIT WEALTH PTY LTD — 91
- CAPSTONE FINANCIAL PLANNING PTY LTD — 113
- BRIDGES FINANCIAL SERVICES PTY LIMITED — 76
- AWARE FINANCIAL SERVICES AUSTRALIA LIMITED — 79
- INFOCUS SECURITIES AUSTRALIA PTY LTD — 32
- ORD MINNETT LIMITED — 115
- FORTNUM PRIVATE WEALTH LTD — 42
- PERSONAL FINANCIAL SERVICES LTD — 98
- AFFINIA FINANCIAL ADVISERS PTY LTD — 89
- LONSDALE FINANCIAL GROUP PTY LTD — 91
- BELL POTTER SECURITIES LIMITED — 134
- FINDEX ADVICE SERVICES PTY LTD — 99
- SHAW AND PARTNERS LIMITED — 66
- FINANCIAL SERVICES PARTNERS PTY LIMITED — 72
- CANACCORD GENUITY FINANCIAL LIMITED — 65
- PSK ADVISORY SERVICES PTY LTD — 26
- AON HEWITT FINANCIAL ADVICE LIMITED — 36
- MAGNITUDE GROUP PTY LTD — 46
- APOGEE FINANCIAL PLANNING PTY LTD — 64
- INDUSTRY FUND SERVICES LIMITED — 75
- JBWERE LTD — 120
- GPL (VIC) PTY LTD — 31
- SHADFORTH FINANCIAL GROUP LIMITED — 76
- MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD — 51
- JIGSAW SUPPORT SERVICES PTY LIMITED — 29
- SENTRY ADVICE PTY LTD — 42
- PERPETUAL TRUSTEE COMPANY LIMITED — 55
- VIRIDIAN ADVISORY PTY LTD — 41
- MERITUM FINANCIAL GROUP PTY LTD — 43
- PARAGEM PTY LIMITED — 30
- FIDUCIAN FINANCIAL SERVICES PTY LTD — 27
- MUFG RETIRE360 PTY LIMITED — 34
- WILSONS ADVISORY AND STOCKBROKING LIMITED — 30
- SPARK ADVISORS AUSTRALIA PTY LTD — 28
- SPECIALISED PRIVATE CAPITAL WHOLESALE PTY LTD — 36
- MACQUARIE BANK LIMITED — 39
- MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD — 51
- E.L. & C. BAILLIEU PTY LIMITED — 81
- TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD — 34
- AKAMBO PTY LTD — 42
- EVANS AND PARTNERS PTY. LTD. — 68
- UNISUPER MANAGEMENT PTY. LTD. — 34
- BOMBORA ADVICE PTY LTD — 45
- FIRST STATE SUPER FINANCIAL SERVICES PTY LTD — 30
- DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED — 30
- FINANCIAL INDEX AUSTRALIA PTY LTD — 46
- SWIFT FINANCIAL PLANNING PTY LTD — 35
- INTEGRITY FINANCIAL PLANNERS PTY. LTD. — 39
- BOSTON REED PTY LTD — 28
- NEXTPLAN FINANCIAL PTY LTD — 49
- VICSUPER PTY LTD — 58
- BONGIORNO WEALTH MANAGEMENT PTY LTD — 29
- UNISON ADVICE SERVICES LTD — 29
- H.E.S.T. AUSTRALIA LTD. — 26
- ASVW FINANCIAL SERVICES PTY LTD — 47
- FIRST FINANCIAL PTY LTD — 37
- CHPW FINANCIAL PTY LTD — 38
- UNITED SUPER PTY LTD — 35
- SECURINVEST FINANCIAL PLANNERS PTY. LTD. — 31
- TOGETHR FINANCIAL PLANNING PTY LTD — 25
- WEALTH TRAIL PTY LTD — 30
Looking for advice in Victoria?
3,325 currently authorised advisers here. Being on the register is the legal minimum, not a recommendation. Tell us what you need and we pass it to advisers who are currently authorised. We give no advice ourselves and take no commission.