Authorised representatives of ADVOCATE ADVISORY PTY. LTD.
95 people and firms have been authorised to act for ADVOCATE ADVISORY PTY. LTD. under AFS licence 405576 — the 235th largest of the 332 licensees with a page here. 40 of those authorisations are current; 55 have ended.
95authorisations
40current
55ended
64also authorised elsewhere
2011first 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, ADVOCATE ADVISORY PTY. LTD. is usually the name that goes on the complaint, not theirs.
64 of the 95 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 405576 · ABN/ACN 14150153503 · licensed since 01/07/2011 · Victoria
Representatives of ADVOCATE ADVISORY PTY. LTD.
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ABRAHAMS, ALLAN | 000223006 | 01/09/2011 | 30/12/2021 | Ceased |
| ACCADIA, Matteo | 000250477 | 26/11/2019 | 30/04/2024 | Ceased |
| AUSTRALIAN FINANCIAL PLANNING SOLUTIONS PTY LTD | 001288417 | 18/09/2025 | — | Current |
| Abdo, Romeo | 001245685 | 13/03/2026 | — | Current |
| BARON FP PTY LTD | 001307183 | 12/12/2023 | 26/06/2025 | Ceased |
| BARON, DORIS | 000381390 | 12/12/2023 | 26/06/2025 | Ceased |
| BOWRING, ANDREW | 000242241 | 22/01/2018 | 16/10/2024 | Ceased |
| BRYANT RISK SOLUTIONS PTY LTD | 000429783 | 05/06/2020 | 09/12/2021 | Ceased |
| Baker, Gregory Benjamin | 001001755 | 19/06/2024 | — | Current |
| Black, Tullee Maree | 001273085 | 21/12/2018 | 28/06/2019 | Ceased |
| CARMAN, GARY | 000223010 | 25/09/2012 | 30/06/2013 | Ceased |
| CARMODY, CHERIE JANE | 000284808 | 27/05/2020 | — | Current |
| CATERPILLAR LANE PTY. LTD. | 001253355 | 30/03/2017 | 12/10/2017 | Ceased |
| CLARKSON, SEAN | 000468079 | 01/11/2018 | 14/08/2020 | Ceased |
| COAD, SIMON | 001003014 | 01/07/2022 | — | Current |
| CS FINANCIAL PLANNING PTY. LTD. | 000329088 | 19/04/2013 | — | Current |
| CURRY, SAMUEL ALEXANDER | 000314552 | 18/09/2025 | — | Current |
| Chapman, Ian Leonard | 001259601 | 06/11/2017 | 15/12/2017 | Ceased |
| D'Costa, Sage | 001254161 | 29/07/2025 | — | Current |
| D'Orazio, Lou | 001259976 | 17/11/2017 | 29/04/2019 | Ceased |
| DASL (AUST) PTY. LTD. | 000427242 | 19/04/2013 | 12/10/2017 | Ceased |
| DAVIS, JASON VALENTINE | 000403953 | 19/10/2011 | — | Current |
| Donert, Erik | 001001978 | 07/12/2017 | 30/12/2019 | Ceased |
| Ebbage, Benjamin James | 001317235 | 01/09/2025 | — | Current |
| FINANCIAL PLANNING 4 LIFE PTY LTD | 000273423 | 18/08/2011 | 11/07/2014 | Ceased |
| FINANCIAL PLANNING CONCEPTS PTY LTD | 000337553 | 01/09/2011 | 30/12/2021 | Ceased |
| FINANS PTY LTD | 001278284 | 01/04/2020 | — | Current |
| FINDLAY, DANIEL LAWRENCE | 000232653 | 29/11/2024 | — | Current |
| FISCAL WEALTH PTY LTD | 001316514 | 29/07/2025 | — | Current |
| FOCUSED FINANCIAL SOLUTIONS PTY LTD | 000329607 | 08/08/2011 | 15/03/2021 | Ceased |
| FRANKLIN, MARGARET | 000396308 | 22/05/2013 | 13/06/2025 | Ceased |
| GIACHIN, FRANK | 000240859 | 23/01/2017 | 27/02/2017 | Ceased |
| GOLDIWOOD PTY. LTD. | 000404690 | 22/05/2013 | 13/06/2025 | Ceased |
| HARKIN, MICHAEL JOSEPH | 000308863 | 16/12/2014 | 13/11/2020 | Ceased |
| HARRISON, LUCILLE MARGARET | 000457356 | 05/05/2014 | 22/01/2016 | Ceased |
| HEALD, STEPHEN | 000223014 | 08/08/2011 | 30/12/2021 | Ceased |
| I.T.S FINANCIAL PLANNING PTY LIMITED | 001279504 | 13/03/2026 | — | Current |
| JACKSON, PETER | 000452046 | 17/06/2016 | 15/09/2019 | Ceased |
| Joseph, Thomas | 001000912 | 02/07/2024 | — | Current |
| KHENKIN, DAVID LEON | 000274373 | 19/04/2013 | 12/10/2017 | Ceased |
| Keiller, Justyn | 001251269 | 14/03/2017 | 06/11/2017 | Ceased |
| LEGG, STEPHEN | 000223018 | 18/08/2011 | 22/06/2020 | Ceased |
| LETHBORG BROTHERS PTY. LTD. | 000331204 | 28/09/2011 | 31/01/2023 | Ceased |
| LETHBORG, NOEL COLIN | 000230733 | 28/09/2011 | 20/03/2023 | Ceased |
| LETHBORG, RODNEY WAYNE | 000230732 | 28/09/2011 | 20/03/2023 | Ceased |
| LEUNG, MIRANDA | 001003681 | 20/01/2026 | — | Current |
| LIFE RISK PROTECTION PTY LTD | 001306232 | 10/10/2023 | — | Current |
| Leslie, Fiona Judith | 001273095 | 21/12/2018 | 28/06/2019 | Ceased |
| MCCURRY, ALAN JOHN | 000310662 | 25/08/2022 | 14/03/2024 | Ceased |
| MCL FINANCIAL SERVICES PTY. LTD. | 000458819 | 02/06/2014 | 30/06/2024 | Ceased |
| MCLEAN, CHRISTOPHER | 000223020 | 18/08/2011 | 30/06/2024 | Ceased |
| MERCIECA, MARIA | 000310208 | 21/12/2018 | 28/06/2019 | Ceased |
| MLCM FINANCIAL SERVICES PTY LTD | 001301949 | 20/01/2026 | — | Current |
| MONEYWISE SOLUTIONS PTY LTD | 000329608 | 23/01/2017 | 27/02/2017 | Ceased |
| Monnekulame, Dasith | 001001983 | 07/12/2017 | 23/02/2018 | Ceased |
| NELSON, JIM | 000442817 | 10/10/2023 | — | Current |
| NEXT LEVEL FINANCIAL PTY LTD | 001301572 | 01/02/2023 | 16/10/2024 | Ceased |
| ORACLE ADVICE PTY LTD | 001310125 | 02/07/2024 | — | Current |
| PAGOTTO, Mirco | 000230741 | 28/09/2011 | 30/12/2021 | Ceased |
| PEP WEALTH PTY LTD | 001282399 | 06/07/2020 | — | Current |
| PETTIGREW, COLIN BRUCE | 000332251 | 19/03/2018 | 16/05/2024 | Ceased |
| PLANACTIVE FINANCIAL SOLUTIONS PTY LTD | 001242936 | 21/01/2026 | — | Current |
| PRACTICAL WEALTH GROUP PTY LTD | 001312720 | 29/11/2024 | — | Current |
| Patching, Adam | 001003653 | 28/03/2024 | — | Current |
| Quieros, Paul Lionel | 001003487 | 21/01/2026 | — | Current |
| RODE, GILLIAN | 001001982 | 07/12/2017 | 30/12/2019 | Ceased |
| SAVOIA WEALTH PTY LTD | 001316825 | 12/08/2025 | — | Current |
| SCHIRALLI, WILLIAM LOUIS VINCENT | 000259646 | 30/09/2011 | 24/09/2020 | Ceased |
| SIMCO PRIVATE WEALTH PTY LTD | 001297614 | 01/07/2022 | — | Current |
| STONEHAVEN FINANCIAL SOLUTIONS PTY LTD | 000337554 | 30/09/2011 | 24/09/2020 | Ceased |
| SUPERANNUATION SUPPORT PTY LTD | 000299886 | 15/07/2016 | — | Current |
| TATE FINANCIAL PLANNING PTY. LTD. | 000243020 | 27/03/2021 | — | Current |
| TATE INVESTMENT ADVISORY PTY LTD | 001321940 | 25/06/2026 | — | Current |
| TATE, RODNEY HAMILTON | 000242632 | 27/03/2021 | 25/06/2026 | Ceased |
| THE RETIREMENT SPECIALISTS PTY LTD | 000329793 | 28/09/2011 | 30/12/2021 | Ceased |
| THE TRUSTEE FOR ACCADIA FAMILY TRUST | 000432635 | 26/11/2019 | 30/04/2024 | Ceased |
| THE TRUSTEE FOR INVESTMENT ALTERNATIVES TRUST | 000403954 | 19/10/2011 | — | Current |
| THE TRUSTEE FOR LEGG FAMILY TRUST | 000461811 | 14/07/2014 | 22/06/2020 | Ceased |
| TOPDOCS PTY LTD | 000470394 | 16/12/2014 | 31/10/2018 | Ceased |
| TRAN, HOA | 000436885 | 11/11/2020 | — | Current |
| Tate, James Hamilton | 001300939 | 16/12/2022 | — | Current |
| The Trustee for Aurora Wealth Advisory Trust | 001317232 | 01/09/2025 | — | Current |
| The Trustee for BBFA Unit Trust | 001276150 | 04/06/2019 | 09/12/2021 | Ceased |
| The Trustee for CC ADVISORY FAMILY TRUST | 001281975 | 05/06/2020 | — | Current |
| The Trustee for Chapman Family Trust | 001260511 | 23/11/2017 | 15/12/2017 | Ceased |
| The Trustee for Equi Wealth Unit Trust | 001255456 | 13/06/2017 | 20/04/2018 | Ceased |
| The Trustee for M R AND M M WILSON FAMILY TRUST | 001314213 | 14/03/2025 | — | Current |
| The Trustee for Patching Family Trust | 001308645 | 28/03/2024 | — | Current |
| VIRTUE STRATEGIC ADVISORS PTY LTD | 001261530 | 30/01/2018 | 30/12/2019 | Ceased |
| WEALTH UNIVERSE PTY LTD | 001316241 | 15/07/2025 | — | Current |
| WEIER, CRAIG GILBERT | 000327402 | 05/02/2025 | 13/06/2025 | Ceased |
| WILSON, MERVYN RICHARD GEORGE | 000241865 | 14/03/2025 | — | Current |
| YANOULIS PARTNERS PTY. LTD. | 001259719 | 16/10/2020 | 03/06/2025 | Ceased |
| YANOULIS, JOHN | 000290820 | 16/10/2020 | 03/06/2025 | Ceased |
| ZBIK, ANDREW EDWARD | 000329712 | 01/04/2020 | — | Current |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 1 | 1.1% |
| 2025 | 7 | 7.4% |
| 2024 | 8 | 8.4% |
| 2023 | 3 | 3.2% |
| 2021 | 8 | 8.4% |
| 2020 | 6 | 6.3% |
| 2019 | 8 | 8.4% |
| 2018 | 3 | 3.2% |
| 2017 | 8 | 8.4% |
| 2016 | 1 | 1.1% |
| 2014 | 1 | 1.1% |
| 2013 | 1 | 1.1% |
Licensees of a similar size
- UNISON ADVICE SERVICES LTD — 99
- CALOW NOMINEES PTY LTD — 98
- CLUB HOLIDAYS AUSTRALIA LIMITED — 98
- SUREINSURE PTY LTD — 98
- MGD WEALTH LTD — 97
- BANK OF SYDNEY LTD — 97
- PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD — 97
- OASIS INSURANCE PTY LTD — 96
- BOLT CAPITAL PTY LTD — 95
- BAC INSURANCE BROKERS PTY LTD — 94
- AVENIR CAPITAL PTY LTD — 93
- QUADRANT FINANCIAL SERVICES PTY LIMITED — 93
- GMO AUSTRALIA LIMITED — 91
- LIFE PLAN FP AUSTRALIA PTY LTD — 91
- GLENEAGLE SECURITIES (AUST) PTY LIMITED — 91
Money lost after advice you were given?
95 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.