40 verified financial services licensees

Financial Services Licensees in Barangaroo, NSW

Compare registered financial services licensees in Barangaroo, New South Wales. All listings sourced from the ASIC AFS Licensee Register.

General versus personal advice

Engaging a financial services provider in Barangaroo, New South Wales starts with confirming the AFSL number and the specific authorisations granted. A licensee authorised for 'general advice' can describe products without considering your circumstances; 'personal advice' requires a Statement of Advice tailored to your situation. Fees, commissions and any conflicts of interest must be disclosed in the Financial Services Guide (FSG), which the licensee is required to provide before any service begins. Complaints go through the licensee's internal process first, then AFCA if unresolved — AFCA determinations are free for consumers and binding on the licensee up to specified caps.

Showing 40 results

Lendlease Imt (Llitst) Limited

Licensed
Experience
Since 2003 (23 years)
Registration #
238564
Postcode
2000
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Morningstar Investment Management Australia Limited★★★★ 3.8 (12 reviews)

Licensed
📍 International Tower One, 100 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2003 (23 years)
Registration #
228986
Postcode
2000
📞 1800 034 455🌐 Website
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Coverforce Partners Pty Ltd

Licensed
Experience
Since 2004 (22 years)
Registration #
245377
Postcode
2000
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Coverforce Pty Limited

Licensed
Experience
Since 2004 (22 years)
Registration #
238874
Postcode
2000
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Decode Capital Pty Ltd

Licensed
Experience
Since 2004 (22 years)
Registration #
246796
Postcode
2000
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First Sentier Investors (Australia) Re Ltd

Licensed
Experience
Since 2004 (22 years)
Registration #
240550
Postcode
2000
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Lendlease Funds Management Limited

Licensed
Experience
Since 2004 (22 years)
Registration #
250126
Postcode
2000
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Lendlease Real Estate Investments Limited

Licensed
Experience
Since 2004 (22 years)
Registration #
250095
Postcode
2000
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Morningstar Australasia Pty Limited

Licensed
Experience
Since 2004 (22 years)
Registration #
240892
Postcode
2000
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Origin Energy Electricity Limited

Licensed
Experience
Since 2004 (22 years)
Registration #
238262
Postcode
2000
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Pricewaterhousecoopers Securities Ltd

Licensed
Experience
Since 2004 (22 years)
Registration #
244572
Postcode
2000
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Susquehanna Pacific Pty Ltd

Licensed
Experience
Since 2004 (22 years)
Registration #
244582
Postcode
2000
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First Sentier Investors (Australia) Im Ltd

Licensed
Experience
Since 2005 (21 years)
Registration #
289017
Postcode
2000
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Lifestyle Asset Management Pty Ltd

Licensed
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2005 (21 years)
Registration #
288421
Postcode
2000
📞 1300 226 271🌐 Website
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Anadara Capital Pty Ltd

Licensed
Experience
Since 2006 (20 years)
Registration #
297950
Postcode
2000
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Coverforce Insurance Broking Pty Ltd

Licensed
Experience
Since 2006 (20 years)
Registration #
302522
Postcode
2000
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Quanta Insurance Group Pty Ltd

Licensed
Experience
Since 2006 (20 years)
Registration #
302520
Postcode
2000
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Lendlease Responsible Entity Limited

Licensed
Experience
Since 2007 (19 years)
Registration #
308983
Postcode
2000
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Trivesta Capital Ltd

Licensed
Experience
Since 2008 (18 years)
Registration #
320497
Postcode
2000
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First Sentier Investors Rqi Pty Ltd

Licensed
Experience
Since 2009 (17 years)
Registration #
335381
Postcode
2000
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Capella Capital Lend Lease Pty Limited & Capella Partners Pty Limited

Licensed
Experience
Since 2010 (16 years)
Registration #
343710
Postcode
2000
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Lendlease Imt (Sm) Pty Ltd

Licensed
Experience
Since 2012 (14 years)
Registration #
418194
Postcode
2000
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Global Capital Assets Management Pty Ltd

Licensed
Experience
Since 2013 (13 years)
Registration #
439184
Postcode
2000
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Trademax Australia Limited

Licensed
Experience
Since 2013 (13 years)
Registration #
436416
Postcode
2000
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Lendlease Imt (Oitst) Limited

Licensed
Experience
Since 2015 (11 years)
Registration #
474992
Postcode
2000
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Millennium Capital Management (Australia) Pty Ltd

Licensed
Experience
Since 2016 (10 years)
Registration #
481427
Postcode
2000
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Triton Investment Services Proprietary Limited

Licensed
Experience
Since 2016 (10 years)
Registration #
474767
Postcode
2000
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Lendlease Investment Management (Afsl) Pty Limited

Licensed
Experience
Since 2017 (9 years)
Registration #
494185
Postcode
2000
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Contrarius Investment Advisory Pty Limited

Licensed
Experience
Since 2018 (8 years)
Registration #
506315
Postcode
2000
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Susquehanna Asia Trading Pty Ltd

Licensed
Experience
Since 2018 (8 years)
Registration #
504537
Postcode
2000
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Akuna Capital Australia Pty Ltd

Licensed
Experience
Since 2019 (7 years)
Registration #
511867
Postcode
2000
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Airpay Financial Technologies Pty Ltd

Licensed
Experience
Since 2021 (5 years)
Registration #
526194
Postcode
2000
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Epg Wealth Pty Ltd

Licensed
📍 Three International Towers, Level 17/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2021 (5 years)
Registration #
529273
Postcode
2000
📞 (02) 8067 0590🌐 Website
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Green Squares Capital Management Pty Ltd

Licensed
Experience
Since 2021 (5 years)
Registration #
527750
Postcode
2000
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Yard Financial Pty Ltd★★★★★ 4.8 (75 reviews)

Licensed
📍 Level 17 Tower 3/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2021 (5 years)
Registration #
509481
Postcode
2000
📞 (02) 9159 9444🌐 Website
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P2P Advice Pty Ltd

Licensed
📍 International, Tower 3, Level 17/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2022 (4 years)
Registration #
542188
Postcode
2000
📞 1300 029 000🌐 Website
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Visa Australia Services Pty Ltd

Licensed
Experience
Since 2022 (4 years)
Registration #
536093
Postcode
2000
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Belus Capital Pty Ltd

Licensed
Experience
Since 2024 (2 years)
Registration #
555325
Postcode
2000
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Olea Capital Pty Ltd

Licensed
Experience
Since 2024 (2 years)
Registration #
561286
Postcode
2000
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Dbrs Ratings Pty Limited

Licensed
Experience
Since 2025 (1 years)
Registration #
569400
Postcode
2000
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Nearby Financial Services Licensees

Millers Point, NSW 7 listings · 300m The Rocks, NSW 12 listings · 600m Dawes Point, NSW 4 listings · 700m Sydney, NSW 1814 listings · 1km Pyrmont, NSW 10 listings · 1km Milsons Point, NSW 14 listings · 2km

Frequently asked questions

What is an Australian Financial Services Licence (AFSL)?

An AFSL is the licence issued by ASIC that permits an entity to provide financial services in Australia, including those offered in Barangaroo, New South Wales. It specifies the designated services (advice, dealing, market-making, custodial) and the financial products covered. The AFSL number must appear on every Financial Services Guide and disclosure document.

What's the difference between general and personal financial advice?

General advice is product information that does not consider your circumstances — it can be given without a Statement of Advice. Personal advice considers your goals, financial situation and needs, and triggers the Best Interests Duty. Personal advice always requires a written Statement of Advice before any recommendations are implemented.

Are financial services providers required to act in my best interests?

Providers giving personal advice are bound by the Best Interests Duty under the Corporations Act. They must prioritise your interests over their own, only recommend products likely to leave you in a better position, and disclose all fees, commissions and conflicts of interest in writing before you act.

Where do I go if I have a complaint about a financial services provider?

Complaints go through the licensee's internal dispute resolution (IDR) process first; the licensee has 30 days to respond. If unresolved, the Australian Financial Complaints Authority (AFCA) is the free external dispute resolution body. AFCA can make binding determinations up to specified caps under the Corporations Act.

Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.