other help

The table below details the names, sub-sectors and compensation paid since the CSLR began operations in April 2024.

Firm name

Sub-sector

Claims paid

Compensation paid

FY2024

FY2025

FY2026

Dixon Advisory & Superannuation Services Pty Ltd (a subsidiary of E&P Financial Group)

Personal financial advice

291

$36,735,725

$31,902,788

$4,832,936

A.C.N 140 520 225 (i)

Personal financial advice

61

$1,814,799

$206,720

$1,608,078

APC Securities Pty Ltd

Securities dealing

27

$1,227,096

$1,227,096

Personal financial advice

19

$2,299,879

$2,299,879

Anne Street Partners Financial Services Pty Ltd

Personal financial advice

17

$1,404,210

$1,404,210

Nextgen Financial Group Pty Ltd

Personal financial advice

14

$1,198,922

$1,198,922

Dover Financial Advisers Pty Ltd

Personal financial advice

12

$905,682

$905,682

Aussie Wealth Super Pty Ltd

Personal financial advice

9

$972,088

$972,088

APT STRATEGY PTY LTD

Personal financial advice

8

$843,222

$843,222

Dealership Services Pty Ltd

Personal financial advice & securities dealing

7

$718,701

$718,701

DOD Bookkeeping Pty Ltd

Personal financial advice

7

$453,816

$453,816

Austplan Pty Ltd

Personal financial advice

5

$236,247

$236,247

Badge Financial Pty Ltd

Personal financial advice

5

$16,245

$16,245

Omniwealth Services Pty Ltd

Personal financial advice

5

$322,508

$300,000

$22,508

Ultiqa Lifestyle Promotions Limited

Personal financial advice

5

$81,736

$81,736

Berndale Capital Securities Pty Ltd

Personal financial advice

4

$399,324

$19,648

$379,676

De Lloyd PW Pty Ltd

Personal financial advice

4

$161,620

$161,620

Ferratum Australia Pty Ltd

Credit provision

4

$3,265

$3,265

Qsmart Securities Pty Ltd

Personal financial advice & securities dealing

4

$261,335

$16,837

$244,498

Ausfirst Compliance Partners Ltd

Securities dealing

3

$338,748

$338,748

Financial Options PTY LTD

Personal financial advice

3

$380,129

$380,129

Gordon Home Loans Pty Ltd

Credit intermediation

3

$112,882

$112,882

Libertas Financial Planning Pty Ltd (a subsidiary of Sequoia Financial Group Ltd) 

Personal financial advice

3

$300,825

$300,825

Calaite Capital Partners Pty Ltd

Securities dealing

2

$267,236

$267,236

Centennial Money Pty Ltd

Credit intermediation

2

$150,000

$150,000

Crossborder Financial Services Pty Ltd

Credit intermediation

2

$300,000

$300,000

Equitable Financial Solutions Pty Ltd

Credit provision

2

$300,000

$300,000

Indie Advice Pty Ltd

Personal financial advice

2

$4,132

$4,132

Membo Finance Pty Ltd

Credit provision

2

$11,577

$11,577

Spectrum Wealth Advisers Pty Ltd

Personal financial advice

2

$154,005

$154,005

ACN 151 314 760 Pty Ltd (ii)

Credit intermediation

1

$54,050

$54,050

Axis Investment Centre Pty Ltd

Personal financial advice

1

$127,337

$127,337

Bristol Street Financial Services Pty Ltd

Personal financial advice

1

$3,038

$3,038

Brite Advisors Pty Ltd

Personal financial advice

1

$21,888

$21,888

Easy Plan Financial Services Pty Ltd

Credit intermediation

1

$35,600

$35,600

FS Securities (QLD) Pty Ltd

Securities dealing

1

$133,615

$133,615

MyPlanner Professional Services Pty Ltd

Personal financial advice

1

$150,000

$150,000

Neil Cato

Credit intermediation

1

$150,000

$150,000

RPD Group Pty Ltd

Personal financial advice

1

$62,421

$62,421

Think Money Pty Ltd

Credit intermediation

1

$150,000

$150,000

Ultimate Credit Management Pty Ltd

Credit provision

1

$500

$500

Worry Free Finance Pty Ltd

Credit provision

1

$22,001

$22,001

TOTAL

546

$53,286,406

$750,293

$47,517,576

$5,018,537

This table is current as at 31/08/2025

(i) A.C.N 140 520 225 (formerly known as MyPlanner Australia Pty Ltd) 
(ii) ACN 151 314 760 Pty Ltd (formerly named 8888 Loan Group Pty Ltd)