# ADVICE ASSIST AUSTRALIA PTY LTD — its AFS authorised representatives — afs-rep

> 157 people and firms have been authorised by ADVICE ASSIST AUSTRALIA PTY LTD under AFS licence 496692: 139 current, 18 ceased.

## Authorised representatives of ADVICE ASSIST AUSTRALIA PTY LTD

157 people and firms have been authorised to act for ADVICE ASSIST AUSTRALIA PTY LTD under AFS licence 496692 — the 170th largest of the 332 licensees with a page here. 139 of those authorisations are current; 18 have ended.

### 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, **ADVICE ASSIST AUSTRALIA PTY LTD** is
usually the name that goes on the complaint, not theirs.

147 of the 157 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](/complain.md).

AFS licence 496692 · ABN/ACN 50616870092 · licensed since 23/10/2019 · Victoria

### Representatives of ADVICE ASSIST AUSTRALIA PTY LTD

*Authorisations by ADVICE ASSIST AUSTRALIA PTY LTD, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ACKNOWLEDGE ADVISERS PTY LTD | [001254877](/search.md) | 08/04/2026 | — | Current |
| ALA PARTNERS PTY LTD | [001255045](/search.md) | 08/04/2026 | — | Current |
| ALESSI HOLDINGS PTY LTD | [001301927](/search.md) | 30/07/2026 | — | Current |
| ALEXANDROU PTY LTD | [001252930](/search.md) | 08/04/2026 | — | Current |
| ALEXANDROU, FRANCINE | [001252931](/search.md) | 08/04/2026 | — | Current |
| ALLIED ACCOUNTING GROUP PTY LTD | [001279035](/search.md) | 08/04/2026 | — | Current |
| ALLWOOD & RYAN PTY LTD | [001303181](/search.md) | 14/04/2023 | — | Current |
| ANSTEY CONSULTING PTY LTD | [001272030](/search.md) | 25/06/2026 | — | Current |
| AR FINANCIAL SOLUTIONS PTY LTD | [000416734](/search.md) | 13/05/2022 | — | Current |
| Abraham, Scott Anthony | [001245219](/search.md) | 08/04/2026 | — | Current |
| Alessi, Jacqueline Louise | [001269946](/search.md) | 30/07/2026 | — | Current |
| Alford, Jared Ferris | [001272708](/search.md) | 01/08/2023 | 30/04/2024 | Ceased |
| BAUMGARTNER FINANCIAL SERVICES PTY LTD | [001249364](/search.md) | 02/07/2021 | — | Current |
| BRIAN HERN FINANCIAL SERVICES PTY LTD & B.D HERN & KAYLEE ROSE PTY LTD & M KESZLER | [001286414](/search.md) | 08/04/2026 | — | Current |
| BRIGHTER FUTURE FINANCIALS PTY LTD | [001306085](/search.md) | 04/10/2023 | — | Current |
| Barwell, Nicholas Edward | [001249001](/search.md) | 08/06/2026 | — | Current |
| Bentley, Gregory Troy | [001244481](/search.md) | 08/04/2026 | — | Current |
| Betlem, Magda Lucia Rocha | [001245707](/search.md) | 08/04/2026 | — | Current |
| Burke, Brenton Vincent | [001270569](/search.md) | 08/04/2026 | — | Current |
| C&N ACCOUNTANTS PTY LTD | [001259946](/search.md) | 08/04/2026 | — | Current |
| CANBERRY ACCOUNTING PTY LTD | [001321808](/search.md) | 18/06/2026 | — | Current |
| CHRIS PACKER PTY. LTD. | [001244111](/search.md) | 08/04/2026 | — | Current |
| CLARKE, JOHN PATRICK | [000244739](/search.md) | 06/09/2023 | — | Current |
| CSM ADVISORS PTY LTD | [001271278](/search.md) | 08/04/2026 | — | Current |
| CULLURA, DAMIAN | [000231744](/search.md) | 08/04/2026 | — | Current |
| Civitarese, Michelle Maree | [001247129](/search.md) | 30/07/2026 | — | Current |
| Cunningham, Rebecca | [001309258](/search.md) | 02/05/2024 | — | Current |
| DAVE CASHMAN PTY LTD | [001280025](/search.md) | 08/04/2026 | — | Current |
| DBA ACCOUNTANTS PTY LTD | [001268935](/search.md) | 08/04/2026 | — | Current |
| DEB IANCHELLO PTY LTD | [001301901](/search.md) | 29/04/2026 | — | Current |
| DLC FINANCIAL SERVICES PTY LTD | [001306478](/search.md) | 08/04/2026 | — | Current |
| DOBSON WEALTH SOLUTIONS PTY LTD | [001249084](/search.md) | 08/04/2026 | — | Current |
| Davidson, Amanda Jane | [001253161](/search.md) | 08/04/2026 | — | Current |
| Dobson, Troy Bradley | [001249085](/search.md) | 08/04/2026 | — | Current |
| EAST PARTNERS FINANCIAL SOLUTIONS PTY LTD | [000466342](/search.md) | 21/02/2026 | — | Current |
| EAST PARTNERS PTY LTD | [001319843](/search.md) | 23/02/2026 | — | Current |
| EAST, CHRISTOPHER ALAN | [000288364](/search.md) | 21/02/2026 | — | Current |
| ELMBRIDGE & CO PTY LTD | [001304261](/search.md) | 01/08/2023 | 30/04/2024 | Ceased |
| Evans, Lisa Louise | [001246899](/search.md) | 08/04/2026 | — | Current |
| FENNELLY, SEAMUS | [000335407](/search.md) | 02/07/2023 | — | Current |
| FILIPPONE, CARMEL | [000401678](/search.md) | 08/04/2026 | — | Current |
| FPH AGENCIES PTY LTD & THE TRUSTEE FOR AA PONTI FAMILY TRUST | [001244407](/search.md) | 08/04/2026 | — | Current |
| GAMBLES, KAREN MARIE | [000300223](/search.md) | 08/04/2026 | — | Current |
| GEBHARD-ANDERSON, TRINA | [001243793](/search.md) | 08/04/2026 | — | Current |
| GEILINGS GRIMWOOD PTY. | [001242588](/search.md) | 08/04/2026 | — | Current |
| GODINHO, NUNO DE SOUSA | [000238836](/search.md) | 18/02/2026 | — | Current |
| Gatt, David Lawrence | [001268512](/search.md) | 08/04/2026 | — | Current |
| Geilings, Samuel John | [001242585](/search.md) | 08/04/2026 | — | Current |
| HBG TAX AND ACCOUNTING PTY LTD | [001250502](/search.md) | 08/04/2026 | — | Current |
| HIGHCITY CONSULTING AND ADVISORY PTY LTD | [001272512](/search.md) | 08/04/2026 | — | Current |
| HINSLEY & HINSLEY WEALTH MANAGEMENT PTY LTD | [001268150](/search.md) | 11/11/2023 | — | Current |
| HOWELLS FINANCIAL SERVICES PTY LIMITED | [001293437](/search.md) | 08/04/2026 | — | Current |
| Hall, Catherine Louise | [001249701](/search.md) | 08/04/2026 | — | Current |
| Heaney, Gemma | [001250503](/search.md) | 08/04/2026 | — | Current |
| Heckendorf, Richard Paul | [001241515](/search.md) | 08/04/2026 | — | Current |
| Hinsley, Rebecca Dorothy | [001268151](/search.md) | 11/11/2023 | — | Current |
| Hodges, Daniel Alan | [001244490](/search.md) | 08/04/2026 | — | Current |
| Hondros, Ioannis | [001002724](/search.md) | 02/07/2021 | 14/10/2022 | Ceased |
| Howells, Sean Robert | [001253685](/search.md) | 08/04/2026 | — | Current |
| Hung Lien Fat, Georges Philippe Tame Yuan | [001272031](/search.md) | 25/06/2026 | — | Current |
| Hunt, Bradley Alan | [001000913](/search.md) | 02/07/2021 | — | Current |
| Hutton, Jodie Melanie Domenica | [001249767](/search.md) | 08/04/2026 | — | Current |
| IBBOTSON & MOSCATELLI UNIT TRUST | [001253160](/search.md) | 08/04/2026 | — | Current |
| IINVEST WEALTH PTY LTD | [001295434](/search.md) | 07/07/2025 | — | Current |
| Ianchello, Deborah | [001250193](/search.md) | 29/04/2026 | — | Current |
| JKY & CO (NT) PTY LTD | [001268620](/search.md) | 08/04/2026 | — | Current |
| JPA FINANCIAL PLANNING PTY LTD | [001259580](/search.md) | 23/02/2023 | 29/06/2025 | Ceased |
| Jarrett, Nicole Michelle | [001271240](/search.md) | 08/04/2026 | 30/06/2026 | Ceased |
| KESZLER, MARIA | [001236872](/search.md) | 08/04/2026 | — | Current |
| KINGDON FINANCIAL GROUP PTY LTD | [001280197](/search.md) | 08/04/2026 | — | Current |
| KINGDON, DARREN ROBERT | [000404125](/search.md) | 08/04/2026 | — | Current |
| KSB-LSB SUPERANNUATION SOLUTIONS PTY LTD | [001251017](/search.md) | 08/04/2026 | — | Current |
| KYRIAKOPOULOS, HARRY | [000275985](/search.md) | 11/12/2024 | — | Current |
| Keily, Sarah Lorraine | [001258650](/search.md) | 08/04/2026 | — | Current |
| Kovaloff, Gemma Anne | [001250846](/search.md) | 08/04/2026 | — | Current |
| Li, Tommy | [001261831](/search.md) | 01/04/2022 | 28/09/2023 | Ceased |
| M A RUSH & Z XIE | [001254612](/search.md) | 08/04/2026 | — | Current |
| MAGGS REID FINANCIAL PLANNERS PTY LTD | [001285466](/search.md) | 08/04/2026 | — | Current |
| MARRA, ROBERTO | [000454528](/search.md) | 13/05/2022 | — | Current |
| MARSHALL PORTER ADVISORY PTY LTD | [001245992](/search.md) | 15/06/2023 | 03/09/2025 | Ceased |
| MCBURNEYS ADVISORY PTY LTD | [001249000](/search.md) | 08/06/2026 | — | Current |
| MCKENZIE-FOWLE, STEWART MYLES | [001249646](/search.md) | 08/04/2026 | 09/04/2026 | Ceased |
| MGI PERTH FINANCIAL SERVICES PTY LTD | [001245590](/search.md) | 08/04/2026 | — | Current |
| Maclachlan, Kesh Ewan | [001246248](/search.md) | 08/04/2026 | — | Current |
| Makulski, Christopher Michael | [001271279](/search.md) | 08/04/2026 | — | Current |
| Marinos, John | [001241133](/search.md) | 08/04/2026 | — | Current |
| McDiven, Stacey Anne | [001270408](/search.md) | 08/04/2026 | — | Current |
| McStay, Patrick Donald | [001252275](/search.md) | 01/08/2026 | — | Current |
| Meiklejohn, Elizabeth Frances | [001270504](/search.md) | 08/04/2026 | — | Current |
| Mottau, Kevin James | [001254878](/search.md) | 08/04/2026 | — | Current |
| NEIL RADFORD FINANCIAL SERVICES PTY LTD | [001296066](/search.md) | 01/06/2026 | — | Current |
| NELSON, CLIVE | [000231580](/search.md) | 08/04/2026 | — | Current |
| NEW LEAF ADVISORY PTY LTD | [001252274](/search.md) | 01/08/2026 | — | Current |
| OLSEN, ANTHONY FREDRIK | [001243971](/search.md) | 25/06/2026 | — | Current |
| OPULEN FINANCIAL SERVICES PTY LTD | [001244482](/search.md) | 08/04/2026 | — | Current |
| OTTO & PARTNERS PTY LTD | [001246247](/search.md) | 08/04/2026 | — | Current |
| OZ LEVERAGE PTY LTD | [001312942](/search.md) | 11/12/2024 | — | Current |
| PARAGON ADVISORS & ACCOUNTANTS PTY LTD | [001274628](/search.md) | 08/04/2026 | — | Current |
| PEARCE MARTIN GROUP PTY LTD | [001285464](/search.md) | 08/04/2026 | — | Current |
| PRJ ACCOUNTING PTY LTD | [001244491](/search.md) | 08/04/2026 | — | Current |
| PSK WEALTH ADVISORY PTY LTD | [001241134](/search.md) | 08/04/2026 | — | Current |
| Packer, Chris | [001244109](/search.md) | 08/04/2026 | — | Current |
| Pearce, Danielle Louise | [001245557](/search.md) | 08/04/2026 | — | Current |
| Poke, Sophie Kate | [001255046](/search.md) | 08/04/2026 | — | Current |
| Ponti, Anthony Andrean | [001244406](/search.md) | 08/04/2026 | — | Current |
| Porter, Shaun Derek | [001245991](/search.md) | 02/10/2022 | 03/09/2025 | Ceased |
| Preston, Jennifer | [001259581](/search.md) | 23/02/2023 | 01/03/2024 | Ceased |
| QUAGLIATA, KAREN MAREE | [001244479](/search.md) | 08/04/2026 | — | Current |
| RACHELLE HEATHER PTY LTD | [001261150](/search.md) | 08/04/2026 | — | Current |
| RICHARD HECKENDORF & CO PTY LIMITED | [001241524](/search.md) | 08/04/2026 | — | Current |
| RODDA RAE PTY LTD | [001283511](/search.md) | 08/04/2026 | — | Current |
| ROSENFELD KANT SMSF ADVISORS PTY LTD | [001271685](/search.md) | 08/04/2026 | — | Current |
| ROSHAN, ALI | [000378611](/search.md) | 04/10/2023 | — | Current |
| RURAL CONNECT ACCOUNTING PTY LTD | [001270341](/search.md) | 08/04/2026 | 31/07/2026 | Ceased |
| Radford, Neil Charles | [001247494](/search.md) | 01/06/2026 | — | Current |
| Rae, Vanessa Elaine | [001246416](/search.md) | 08/04/2026 | — | Current |
| SBB PARTNERS PTY LTD | [001298767](/search.md) | 08/04/2026 | — | Current |
| SHARMA & CO PTY LTD | [001308801](/search.md) | 01/04/2024 | — | Current |
| SMART STEPS ACCOUNTING PTY LTD | [001247128](/search.md) | 30/07/2026 | — | Current |
| STANKEVICIUS, JOHN HELMUT | [000360026](/search.md) | 08/04/2026 | 14/04/2026 | Ceased |
| STEWART, ALEXANDER ARTHUR | [000246161](/search.md) | 08/04/2026 | — | Current |
| SUE PRESTNEY & ASSOCIATES PTY LTD | [001270705](/search.md) | 08/04/2026 | — | Current |
| SUN IS WARM PTY LTD | [001320707](/search.md) | 08/04/2026 | — | Current |
| SUNNY COAST ACCOUNTANTS PTY LIMITED | [001258649](/search.md) | 08/04/2026 | — | Current |
| Schodde, Ingrid | [001271062](/search.md) | 18/06/2026 | — | Current |
| Scott, Mark | [001248650](/search.md) | 08/04/2026 | — | Current |
| Sharma, Preeti Malini | [001267129](/search.md) | 01/04/2024 | — | Current |
| Singh, Taranjeet | [001251022](/search.md) | 08/04/2026 | — | Current |
| TEAKLE, SHANE DAVID | [000228833](/search.md) | 08/04/2026 | — | Current |
| THAI, LIN NGOC | [001247514](/search.md) | 08/04/2026 | — | Current |
| THE MAGDA GROUP PTY LTD | [001317114](/search.md) | 08/04/2026 | — | Current |
| THE TRUSTEE FOR CLARENDON PARTNERS | [000340703](/search.md) | 18/02/2026 | — | Current |
| THE TRUSTEE FOR DM WRIGHT FAMILY TRUST & THE TRUSTEE FOR MA OLDMAN FAMILY TRUST & The trustee for SD Teakle Accounting Trust | [001296047](/search.md) | 08/04/2026 | — | Current |
| THE TRUSTEE FOR JONAS FINANCIAL PLANNING TRUST | [000410777](/search.md) | 08/04/2026 | 14/04/2026 | Ceased |
| THE TRUSTEE FOR THE CLARKE WEALTH MANAGEMENT TRUST | [001305614](/search.md) | 05/09/2023 | — | Current |
| TM AND JK PARTNERS PTY LTD | [001245224](/search.md) | 08/04/2026 | — | Current |
| The Trustee for A F OLSEN DISCRETIONARY TRUST | [001243967](/search.md) | 08/04/2026 | — | Current |
| The Trustee for AFI Consulting Trust | [001255364](/search.md) | 08/04/2026 | — | Current |
| The Trustee for ARIP Trust & The Trustee for DTIP Asset Trust & The Trustee for DTIP Trust & The Trustee for EGIP Trust & The Trustee for PMIP Trust & The Trustee for RCIP Trust & The Trustee for BDIP Trust & The Trustee for SDIP Trust | [001312091](/search.md) | 08/04/2026 | — | Current |
| The Trustee for F & C Rositano Family Trust & The Trustee for Najabr Family Trust & The Trustee for Sanuk Family Trust | [001245218](/search.md) | 08/04/2026 | — | Current |
| The trustee for the C Hall Family Trust | [001320691](/search.md) | 08/04/2026 | — | Current |
| Turnbull, Kerry Lee | [001270342](/search.md) | 08/04/2026 | 31/07/2026 | Ceased |
| VANTAGE PARTNERS ADVISORY GROUP PTY LTD | [001244529](/search.md) | 08/04/2026 | — | Current |
| VERITY FINANCE PTY LTD | [001296510](/search.md) | 01/04/2022 | 28/09/2023 | Ceased |
| WEALTHVISORY PTY LTD | [001274180](/search.md) | 08/04/2026 | 30/06/2026 | Ceased |
| WHITTLE & ASSOCIATES FINANCIAL SERVICES PTY LTD | [001294108](/search.md) | 30/07/2026 | — | Current |
| Waldon, Bradley James | [001244528](/search.md) | 08/04/2026 | 14/04/2026 | Ceased |
| Wang, Xiaoli | [001272513](/search.md) | 08/04/2026 | — | Current |
| Watt, Dallas Bradley | [001245447](/search.md) | 08/04/2026 | 25/06/2026 | Ceased |
| Whittle, Rowena | [001247311](/search.md) | 30/07/2026 | — | Current |
| Wilson, Rachelle Heather | [001247789](/search.md) | 08/04/2026 | — | Current |
| Woolford, Gavin Stewart | [001243429](/search.md) | 08/04/2026 | — | Current |
| Xie, Zhongxiang | [001254613](/search.md) | 08/04/2026 | — | Current |
| YIP, SAMUEL | [000419040](/search.md) | 08/04/2026 | — | Current |
| YOUSEF, JOHN LABIB | [001268621](/search.md) | 08/04/2026 | — | Current |
| Zhang, Gong | [001270706](/search.md) | 08/04/2026 | — | Current |
| Zlokich, Mark | [001271073](/search.md) | 08/04/2026 | — | Current |

### When those authorisations ended

| Year ended | Authorisations | Share |
|---|---|---|
| [2026](/ceased/2026.md) | 9 | 5.7% |
| [2025](/ceased/2025.md) | 3 | 1.9% |
| [2024](/ceased/2024.md) | 3 | 1.9% |
| [2023](/ceased/2023.md) | 2 | 1.3% |
| [2022](/ceased/2022.md) | 1 | 0.6% |

### Licensees of a similar size

- [PSK ADVISORY SERVICES PTY LTD](/licensee/psk-advisory-services-pty-ltd.md) — 171
- [TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD.](/licensee/tokio-marine-nichido-fire-insurance-co-ltd.md) — 170
- [PREMIUM ADVISORY PTY LTD](/licensee/premium-advisory-pty-ltd.md) — 166
- [HONAN INSURANCE GROUP PTY LTD](/licensee/honan-insurance-group-pty-ltd.md) — 161
- [AON RISK SERVICES AUSTRALIA LIMITED](/licensee/aon-risk-services-australia-limited.md) — 160
- [AMALGAMATED AUSTRALIAN INVESTMENT SOLUTIONS PTY LIMITED](/licensee/amalgamated-australian-investment-solutions-pty-limited.md) — 159
- [COVERFORCE PARTNERS PTY LTD](/licensee/coverforce-partners-pty-ltd.md) — 158
- [MUFG RETIRE360 PTY LIMITED](/licensee/mufg-retire360-pty-limited.md) — 158
- [BLUEWATER FINANCIAL ADVISORS PTY LTD](/licensee/bluewater-financial-advisors-pty-ltd.md) — 154
- [PSC RELIANCE PTY LTD](/licensee/psc-reliance-pty-ltd.md) — 148
- [STABLE CONNECT LIMITED](/licensee/stable-connect-limited.md) — 148
- [SUSTAINABLE LIFE SOLUTIONS PTY LTD](/licensee/sustainable-life-solutions-pty-ltd.md) — 148
- [MASU FINANCIAL MANAGEMENT PTY LTD](/licensee/masu-financial-management-pty-ltd.md) — 146
- [CIRE SOLUTIONS PTY LTD](/licensee/cire-solutions-pty-ltd.md) — 144
- [POLAR 993 ADVISORY PTY LTD](/licensee/polar-993-advisory-pty-ltd.md) — 144

### Money lost after advice you were given?

157 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.

[How we use this](/privacy.md).

[All 332 licensees](/licensees.md)

---

Página: https://afs-rep.pages.dev/licensee/advice-assist-australia-pty-ltd/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19