Authorised representatives of AD ADVISORY SERVICES PTY LTD
105 people and firms have been authorised to act for AD ADVISORY SERVICES PTY LTD under AFS licence 237058 — the 193rd largest of the 332 licensees with a page here. 54 of those authorisations are current; 72 have ended.
126authorisations
54current
72ended
85also authorised elsewhere
2003first on record
Why the licensee is the name that matters
An authorised representative acts for a licensee. Under AFCA's rules a complaint about a representative is normally made against the licensee — so if you dealt with someone on this page, AD ADVISORY SERVICES PTY LTD is usually the name that goes on the complaint, not theirs.
85 of the 105 representatives here have also been authorised by at least one other licensee. For those, the dates decide which licensee answers for which advice. How to read the dates.
AFS licence 237058 · ABN/ACN 68005830802 · licensed since 10/10/2003 · Queensland
Representatives of AD ADVISORY SERVICES PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ABSOLUTE INSURANCE PTY LTD | 000467566 | 25/04/2020 | — | Current |
| AD ADVISERS (AUST) PTY LTD | 001277735 | 26/08/2019 | — | Current |
| ADDICOTT PARTNERS PTY LTD | 001277792 | 25/04/2020 | — | Current |
| ANDERSON, PAMELA MARGARET | 000441560 | 25/04/2020 | 05/08/2021 | Ceased |
| ANDERSON, PAMELA MARGARET | 000441560 | 25/04/2020 | 05/08/2021 | Ceased |
| ANDERSON, PAMELA MARGARET | 000441560 | 11/07/2022 | 17/11/2023 | Ceased |
| ANDERSON, PAMELA MARGARET | 000441560 | 12/12/2024 | — | Current |
| ASCENTIA FINANCIAL GROUP PTY LTD | 001270608 | 07/12/2018 | 01/01/2026 | Ceased |
| AUSMINER FINANCIAL GROUP PTY LTD | 000311994 | 24/04/2020 | — | Current |
| AUSTRALIAN FINANCIAL PLANNING ORGANISATION PTY LTD | 001296188 | 04/04/2022 | 30/06/2022 | Ceased |
| Anderson Lutgens & Co Pty Ltd | 001239909 | 25/04/2020 | 13/09/2024 | Ceased |
| Avery, Jaxon | 001262256 | 01/06/2020 | — | Current |
| BAIN NOMINEES PTY. LTD. | 000243156 | 13/10/2003 | 01/06/2012 | Ceased |
| BAIN, LAWRENCE RAYMOND | 000244124 | 13/10/2003 | 01/06/2012 | Ceased |
| BALLAST ACCOUNTANTS PTY LTD | 001247351 | 25/04/2020 | — | Current |
| BALLAST FINANCIAL PLANNING PTY LTD | 001261619 | 25/04/2020 | 24/03/2025 | Ceased |
| BALLAST FINANCIAL PLANNING PTY LTD | 001261619 | 25/03/2025 | — | Current |
| BATEAU ASSET MANAGEMENT PTY LTD | 001239906 | 25/04/2020 | — | Current |
| BETA WEALTH MANAGEMENT PTY LTD | 001277332 | 03/08/2020 | 13/08/2021 | Ceased |
| BYRNE, LINDSAY MURRAY | 000278410 | 13/11/2018 | 26/04/2019 | Ceased |
| Bertram, Jesse James | 001263326 | 06/04/2020 | 29/09/2022 | Ceased |
| Bomford, David | 001270064 | 25/04/2020 | 13/09/2024 | Ceased |
| Bomford, David | 001270064 | 25/04/2020 | 28/03/2025 | Ceased |
| Brooks, Nicholas Seth Anthony | 001312828 | 06/12/2024 | — | Current |
| CATTERALL, BRETT | 000360302 | 13/05/2024 | 07/02/2025 | Ceased |
| COMPOINT PTY LTD | 000473160 | 03/09/2019 | — | Current |
| COOK, OWEN | 000276966 | 13/11/2018 | — | Current |
| CPG RESEARCH PTY LTD | 001305799 | 14/09/2023 | 13/08/2024 | Ceased |
| CUBILLA, OMAR EDUARDO | 000451705 | 14/11/2018 | 05/06/2019 | Ceased |
| CUBILLA, OMAR EDUARDO | 000451705 | 06/06/2019 | 29/03/2020 | Ceased |
| CUBILLA, OMAR EDUARDO | 000451705 | 30/03/2020 | 04/07/2025 | Ceased |
| Casanova, Naldo-Rei | 001269507 | 31/05/2021 | 12/02/2024 | Ceased |
| Collins, Christopher Noel | 001238397 | 19/07/2022 | 24/03/2025 | Ceased |
| Collins, Christopher Noel | 001238397 | 25/03/2025 | — | Current |
| DAWSON, JASON DOMINIC | 000290052 | 28/08/2023 | — | Current |
| DYSART, PATRICK JAMES | 000285835 | 02/10/2021 | 28/02/2022 | Ceased |
| DYSART, PATRICK JAMES | 000285835 | 04/04/2022 | 30/06/2022 | Ceased |
| Dawson, Amber Thea | 001239384 | 02/08/2021 | 09/03/2022 | Ceased |
| Downham, Nicola Jane | 001304411 | 10/03/2025 | 11/03/2025 | Ceased |
| Dyer, Troy | 001000248 | 14/11/2018 | 21/12/2018 | Ceased |
| Dyer, Troy | 001000248 | 07/01/2019 | 23/07/2025 | Ceased |
| ELLENBERG, PAUL STAFFORD | 000250966 | 06/08/2019 | — | Current |
| EMPLOYMENT HERO FINANCIAL SERVICES PTY LTD | 001234046 | 25/04/2020 | 25/08/2021 | Ceased |
| EMPLOYMENT HERO FINANCIAL SERVICES PTY LTD | 001234046 | 15/10/2021 | — | Current |
| FINANCIAL STRATEGY ADVISERS PTY LTD | 001321079 | 22/04/2026 | — | Current |
| FINANCIALSTRATEGY.COM.AU PTY LTD | 000323122 | 02/10/2021 | 30/09/2023 | Ceased |
| FINANCIALSTRATEGY.COM.AU PTY LTD | 000323122 | 01/04/2025 | 02/06/2026 | Ceased |
| FORTUNA FINANCIAL GROUP PTY LTD | 000290346 | 06/08/2019 | — | Current |
| FREEDOM ADVICE PTY LTD | 001245826 | 25/10/2022 | — | Current |
| FULTON, JONATHAN | 000330229 | 28/08/2023 | — | Current |
| Gatti, Murdoch Angelo Laszlo | 001007979 | 27/11/2024 | — | Current |
| Glenn Taylor Wealth Management | 001238168 | 24/04/2020 | — | Current |
| HALLIWELL, MURRAY JAMES | 000294177 | 25/04/2020 | 03/07/2020 | Ceased |
| HAYES, ANDREW MICHAEL | 000263858 | 20/12/2024 | — | Current |
| HEFFERNAN, MALCOLM | 000256638 | 25/04/2020 | — | Current |
| HEFFERNAN, MALCOLM | 000256638 | 01/01/2026 | — | Current |
| HOWARD, SUSAN | 000407792 | 15/03/2022 | 29/08/2025 | Ceased |
| Hopkins, Kalen Starr | 001272663 | 28/10/2020 | 12/07/2021 | Ceased |
| IMONEY PTY LTD | 000448872 | 20/12/2024 | — | Current |
| JARAMIS, RAYMOND | 000437953 | 03/08/2020 | 25/08/2021 | Ceased |
| JASON DAWSON FINANCIAL PLANNING PTY LTD | 000328354 | 28/08/2023 | — | Current |
| JAYDEN BELLA BUSINESS ADVISORY PTY LTD | 000460917 | 25/10/2022 | — | Current |
| JBA FINANCIAL PTY LTD | 001277019 | 06/04/2020 | 20/05/2023 | Ceased |
| JPA FINANCIAL SERVICES PTY LTD | 001281935 | 01/06/2020 | — | Current |
| JUSTMAC PTY LTD | 000459881 | 25/04/2020 | — | Current |
| Jenkins-Chapman, Julie Anna | 001296782 | 16/05/2022 | — | Current |
| KRUGER-KOSTAVA, ALEXANDER | 000439279 | 25/04/2020 | 31/07/2020 | Ceased |
| Kertcher, Sean Richard | 001242127 | 08/04/2024 | 29/08/2025 | Ceased |
| LEVEL FOUR WEALTH ADVICE PTY LTD | 001317187 | 18/08/2025 | — | Current |
| LEVEL FOUR WEALTH ADVICE PTY LTD | 001319460 | 01/01/2026 | — | Current |
| Lawrence, Robert Ian George | 001008431 | 15/12/2018 | 31/07/2024 | Ceased |
| MAGUIRE, GREG | 000255354 | 25/04/2020 | — | Current |
| MARKET MENTOR NETWORK PTY LTD | 001297568 | 29/06/2022 | 31/08/2023 | Ceased |
| MCCULLOUGH FINANCIAL GROUP PTY LTD | 001275772 | 13/05/2019 | 26/06/2020 | Ceased |
| MCCULLOUGH, JONATHAN MICHAEL | 000417902 | 14/11/2018 | 05/06/2019 | Ceased |
| MCCULLOUGH, JONATHAN MICHAEL | 000417902 | 06/06/2019 | 26/06/2020 | Ceased |
| MCMANUS, JUSTIN NEIL | 000338562 | 25/04/2020 | 28/09/2022 | Ceased |
| MCMANUS, JUSTIN NEIL | 000338562 | 01/11/2022 | — | Current |
| MOSS, JAMIE EDWARD | 000444693 | 27/08/2019 | 30/12/2021 | Ceased |
| MOSS, JAMIE EDWARD | 000444693 | 31/12/2021 | 15/03/2023 | Ceased |
| MURRAY, JACK WILLIAM | 001261131 | 14/11/2018 | 31/05/2019 | Ceased |
| McKinnirey, Harley | 001272662 | 25/10/2021 | 13/05/2022 | Ceased |
| Michalczyk, Michael | 001001588 | 06/08/2019 | — | Current |
| Mutasa, Taremeredzwa Stella | 001313218 | 20/12/2024 | 31/08/2025 | Ceased |
| NATAPRAWIRA, HANA CELIA | 001281668 | 11/05/2020 | 12/05/2020 | Ceased |
| NULTY, SARAH | 000442864 | 15/12/2018 | 31/07/2024 | Ceased |
| Nataprawira, Hana Celia | 001238234 | 11/05/2020 | 15/05/2021 | Ceased |
| OXENBRIDGE, PHILLIP DAVID | 000239816 | 25/10/2022 | — | Current |
| POW, CHRISTOPHER DAVID | 000243155 | 13/10/2003 | 24/09/2018 | Ceased |
| PRESTIGE WEALTH GROUP PTY LTD | 001284178 | 26/10/2020 | 08/07/2021 | Ceased |
| Penteado de Toledo Rodrigues, Caue | 001269613 | 24/08/2020 | 16/06/2022 | Ceased |
| RAISE CAPITAL PTY LTD | 001277370 | 15/07/2019 | 01/11/2019 | Ceased |
| RAISE CAPITAL PTY LTD | 001277370 | 18/06/2020 | 29/06/2022 | Ceased |
| ROBERTS, MICHAEL | 000323828 | 02/10/2021 | 30/09/2023 | Ceased |
| ROBERTS, MICHAEL | 000323828 | 01/04/2025 | 02/06/2026 | Ceased |
| ROBERTS, MICHAEL | 000323828 | 01/06/2026 | — | Current |
| Richards, Tracey | 001261298 | 26/10/2020 | 08/07/2021 | Ceased |
| Roberts, Tara | 001269564 | 25/04/2020 | 21/08/2020 | Ceased |
| SCENIC RIM FINANCIAL PLANNING PTY LTD | 000336111 | 15/12/2018 | 31/07/2024 | Ceased |
| SCHARENBERG, KRISTEN MARIE | 000230532 | 03/09/2019 | — | Current |
| SEAGRIM, ANNE-MARIE | 000230527 | 03/09/2019 | — | Current |
| SENIOR CARE ASSIST PTY LTD | 001322291 | 06/07/2026 | — | Current |
| SKELLERN, JESSICA ANITA | 000425369 | 08/06/2020 | 25/08/2020 | Ceased |
| SP FINANCIAL PTY LTD | 000417901 | 14/11/2018 | 05/06/2019 | Ceased |
| STRETTON FINANCIAL GROUP PTY LTD | 001281163 | 30/03/2020 | 04/07/2025 | Ceased |
| Siljanovski, Kasandra | 001259758 | 26/10/2020 | 16/12/2020 | Ceased |
| Smith, Hayden Daniel | 001271116 | 06/04/2026 | — | Current |
| TAURAS HOLDINGS PTY LTD | 001275773 | 13/05/2019 | — | Current |
| TAYLOR, GLENN ANDREW | 000278505 | 25/04/2020 | — | Current |
| THE BLUE LEAF GROUP PTY. LTD. | 000450464 | 25/04/2020 | 03/07/2020 | Ceased |
| THE TRUSTEE FOR THE HEFFERNAN FAMILY TRUST | 000431655 | 25/04/2020 | — | Current |
| THOMAS, JONATHAN JAMES | 000314572 | 01/07/2021 | — | Current |
| THOMPSON FINANCIAL PLANNING PTY LTD | 001277300 | 23/04/2022 | — | Current |
| The trustee for iFinancial Unit Trust | 001269047 | 07/11/2018 | — | Current |
| Thompson, Trent | 001319328 | 01/01/2026 | — | Current |
| Thompson, Zaide | 001259759 | 23/04/2022 | — | Current |
| WHARTON-STREET, SHARRON | 000281053 | 17/06/2022 | 19/01/2024 | Ceased |
| WILLIAMS, JULIE | 000276967 | 13/11/2018 | — | Current |
| WILLIS, DAVID MICHAEL | 000428364 | 07/12/2018 | 29/08/2025 | Ceased |
| WILLIS, DAVID MICHAEL | 000428364 | 06/07/2026 | — | Current |
| WOOD, KIM HOLMES | 000333702 | 10/12/2019 | 16/09/2022 | Ceased |
| Wardak, ALEX Hassib | 000442544 | 03/08/2020 | 13/08/2021 | Ceased |
| YORK WEALTH MANAGEMENT PTY LTD | 001007972 | 27/11/2024 | — | Current |
| ZURRO, JOSE ANTONIO | 000238861 | 25/04/2020 | 30/12/2021 | Ceased |
| ZURRO, JOSE ANTONIO | 000238861 | 31/12/2021 | — | Current |
| Zito, Nicholas Angelo Gino | 001310393 | 23/02/2026 | 29/06/2026 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 4 | 3.2% |
| 2025 | 12 | 9.5% |
| 2024 | 8 | 6.3% |
| 2023 | 6 | 4.8% |
| 2022 | 10 | 7.9% |
| 2021 | 12 | 9.5% |
| 2020 | 10 | 7.9% |
| 2019 | 6 | 4.8% |
| 2018 | 2 | 1.6% |
| 2012 | 2 | 1.6% |
Licensees of a similar size
- EVOLUTION TRUSTEES LIMITED — 134
- AUSTBROKERS SYDNEY PTY LIMITED — 133
- SPECIALISED INVESTMENT AND LENDING CORPORATION LTD — 133
- TRADE PRIME PTY LTD — 133
- ALLIANZ SOUTH AUSTRALIA INSURANCE LIMITED — 132
- TREND INVESTOR SERVICES PROPRIETARY LIMITED — 129
- MIDAS INSURANCE BROKERS PTY. LTD. — 128
- PROTECSURE PTY LTD — 127
- LA TROBE FINANCIAL ASSET MANAGEMENT LIMITED — 125
- LOYALTY FINANCIAL SERVICES PTY LTD — 123
- PENGANA CAPITAL LTD — 122
- RESOLUTE PROPERTY PROTECT PTY LTD — 122
- ASVW FINANCIAL SERVICES PTY LTD — 122
- LEMESSURIER SECURITIES PTY LTD — 121
- ALPHA SECURITIES PTY LTD — 121
Money lost after advice you were given?
126 authorisations are listed on this page. A complaint about an authorised representative normally goes to AFCA against the licensee that authorised them — and there is no fee. Tell us what happened and we will point the enquiry at people who take these cases. We are not lawyers, we take no share of anything recovered, and we make no promise about the outcome.