Australian Financial Services Authorised Representatives

An Australian Financial Services (AFS) Authorised Representative is an individual or firm that is authorized by an AFS licensee to provide financial services on behalf of the licensee. AFS licensees are companies that have been granted a license by the Australian Securities and Investments Commission (ASIC) to provide financial services. An AFS Authorised Representative must have a formal agreement with the AFS licensee and must be supervised by the licensee. The representative is responsible for providing financial services to clients and must adhere to the same legal and ethical obligations as the licensee. The representative may be an individual with appropriate qualifications and experience, or it may be a firm with a team of financial advisers.

Last update: April 21, 2024

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Records

Name Locality ID
CT & Rvr Financial Group Pty Ltd Concord 1298196
Challinor, David Concord 1240925
Dmr Insurance Services Pty Ltd Concord 467208
Dunlop, Robert Concord 323631
Francis, M Greig Concord 1300465
Generate Wealth Holdings Pty Ltd Concord 1305415
Kardasis, Alex Concord 330444
Lifetime Wealth Planners Pty Limited Concord 280184
Martino, Franky Concord 249225
Mogofo Finance Pty Ltd Concord 1300466
Mourga, Barbara Teresa Concord 1298794
Pacific Star Finance Pty Ltd Concord 1246772
Peries & CO Pty Ltd Concord 1272385
Peries, Bernard Ravitha Concord 1272386
Simpson, Samuel John Concord 1003965
Talents And Treasures Financial Group Pty Ltd Concord 1298239
The Trustee For Exclusive Strata Unit Trust Concord 418373
The Trustee For Gig Trust Concord 1303188