Authorisations by AKUMIN FINANCIAL PLANNING PTY LIMITED that ended in 2009

206 of the 6,906 authorisations granted by AKUMIN FINANCIAL PLANNING PTY LIMITED ended during 2009 — 3.0% of its record, and 1.4% of everything that ended in Australia that year.

206ended in 2009

3.0%share of AKUMIN FINANCIAL

1.4%share of 2009

100also authorised elsewhere

If you were advised by one of these people on or before their end date, AKUMIN FINANCIAL PLANNING PTY LIMITED is normally the licensee that answers for it. If you were advised afterwards, it is not — look at who authorised them next. Why the dates decide.

All 6,906 authorisations by AKUMIN FINANCIAL PLANNING PTY LIMITED · Everything that ended in 2009

The 206 that ended in 2009

AKUMIN FINANCIAL PLANNING PTY LIMITED, ended 2009, alphabetical
Representative	Number	From	To	Status
A.G. & E. JENZEN PTY LTD	000248457	01/01/2004	01/04/2009	Ceased
ADVICE HOUSE FINANCIAL SOLUTIONS PTY LTD	000278644	01/08/2004	01/10/2009	Ceased
ADVICE SOLUTIONS PTY LTD	000292637	01/09/2005	11/08/2009	Ceased
AITCHISON, PETER CRAIG	000304434	16/08/2006	24/12/2009	Ceased
ALEXANDROW, PETER	000259587	09/07/2009	15/12/2009	Ceased
ALOISI, VINCE	000248167	01/01/2004	31/07/2009	Ceased
ALOISI, VINCE	000248167	31/07/2009	05/08/2009	Ceased
ALVAREZ, FORTUNA	000321205	24/06/2009	15/12/2009	Ceased
ANDERSON, LORNE	000302390	20/09/2007	28/09/2009	Ceased
ANDREWS, KATHARINE FRANCES	000248826	01/01/2004	17/02/2009	Ceased
ANGELICA JACOB PTY. LIMITED	000248292	01/01/2004	15/07/2009	Ceased
ATLAS, RODY	000317782	20/09/2007	09/07/2009	Ceased
AWM SERVICES PTY LTD	000341125	18/09/2009	18/09/2009	Ceased
BALDWIN, SARAH JANE	000339865	10/08/2009	14/09/2009	Ceased
BARCLAY, W.F BERNARD	000249489	01/01/2004	07/05/2009	Ceased
BATTY, ALANA	000300723	01/05/2006	09/12/2009	Ceased
BEAL, STEPHEN JOHN	000320655	13/12/2007	31/03/2009	Ceased
BEASLEY, DALLAS SYDNEY WILLIAM	000304437	16/08/2006	30/04/2009	Ceased
BEINKE, MURRAY LEON	000248427	01/01/2004	26/06/2009	Ceased
BELL, GREGORY WAYNE	000248208	01/01/2004	24/11/2009	Ceased
BENNETT, HENRY JOHN	000302686	29/06/2006	12/03/2009	Ceased
BONNOR, MATTHEW BRIAN	000286577	20/06/2007	06/08/2009	Ceased
BRACEWELL, PETER MATTHEW	000249207	01/01/2004	30/06/2009	Ceased
BRIAN YOLE PTY LTD	000319173	01/11/2007	30/06/2009	Ceased
BRILLEY, GARRY PATRICK MICHAEL	000248454	01/01/2004	22/09/2009	Ceased
BROOK FINANCIAL SERVICES PTY LTD	000248022	01/01/2004	05/11/2009	Ceased
BROOKFIELD, BRETT ANTHONY	000249389	01/01/2004	09/12/2009	Ceased
BUOB, JONATHAN	000319018	26/10/2007	22/09/2009	Ceased
BUTTON, ANTHONY JOHN	000328819	13/08/2008	23/07/2009	Ceased
CAMERON, COLIN HUGH	000313184	25/05/2009	02/06/2009	Ceased
CARTWRIGHT, RODNEY ALLAN	000336684	23/04/2009	07/05/2009	Ceased
CATTANACH, ASHLEIGH TERESA	000318663	17/10/2007	17/04/2009	Ceased
CHAN, DONALD	000335485	19/03/2009	24/11/2009	Ceased
CHAN, LAWRENCE	000327192	22/01/2009	15/12/2009	Ceased
CHRIS PARSONS PTY LTD	000252047	01/01/2004	27/10/2009	Ceased
CLARKE, JILLIAN MARY	000320784	16/12/2007	09/02/2009	Ceased
COLLINS, GREG IAN	000248459	01/01/2004	30/09/2009	Ceased
COLLINS, GREG IAN	000248459	20/10/2009	01/12/2009	Ceased
CONSEDINE, BRIAN JOSEPH	000338504	24/06/2009	05/11/2009	Ceased
COX, TOBY	000334561	19/02/2009	12/06/2009	Ceased
CRANDON, MICHAEL JOHN	000248183	01/01/2004	09/04/2009	Ceased
CURRIE, GLENN ALEXANDER	000337063	05/05/2009	24/12/2009	Ceased
DAVID RAGLESS FINANCIAL SERVICES GROUP PTY LIMITED	000254509	01/01/2004	08/10/2009	Ceased
DELPHIENT PTY LTD	000316203	02/08/2007	18/08/2009	Ceased
DELPORT, MICHAEL OCKERT	000253264	01/01/2004	13/01/2009	Ceased
DEW, RODNEY JOHN	000254434	01/01/2004	08/12/2009	Ceased
DOAK, JOANNE	000279271	13/08/2004	24/08/2009	Ceased
DODGSHUN, SCOTT	000248330	01/01/2004	08/05/2009	Ceased
DOHERTY, MATTHEW JAMES	000327161	27/06/2008	24/02/2009	Ceased
DONALDSON, JOHN PHILIP	000334565	19/02/2009	26/06/2009	Ceased
DOWNES, PAUL SAMUEL	000248679	01/01/2004	18/03/2009	Ceased
DUFFIN, NICHOLAS NOEL	000301181	22/06/2007	07/05/2009	Ceased
DUNN, CHAD	000340063	14/08/2009	22/12/2009	Ceased
EDILMER PTY LTD	000314943	29/06/2007	30/06/2009	Ceased
EKEHOV, LINN	000328443	01/08/2008	25/09/2009	Ceased
ELLIOTT, KATHERINE	000325571	15/05/2008	16/02/2009	Ceased
EVANS, IRENE	000291945	13/01/2009	22/06/2009	Ceased
FAGG, JASON DAVID	000319780	21/11/2007	31/07/2009	Ceased
FAWCETT, TALEEN	000251570	24/04/2008	31/07/2009	Ceased
FLINTOFT, TINA LOUISE	000274700	15/04/2004	22/05/2009	Ceased
FRAZER, KEVIN JOHN	000247571	09/01/2007	27/05/2009	Ceased
FROGLEY, ROBERT	000342003	22/10/2009	21/12/2009	Ceased
FU, WILSON	000289210	01/06/2005	06/10/2009	Ceased
FUNNELL, LEANNE	000309745	18/12/2007	12/08/2009	Ceased
GARRY P BRILLEY PTY LTD	000248070	01/01/2004	22/09/2009	Ceased
GARY J. WAKE PTY. LTD.	000248651	01/01/2004	18/08/2009	Ceased
GEBERT, GUILLAUME	000330828	08/10/2008	06/10/2009	Ceased
GEH, CHOS HOU	000319970	27/11/2007	05/08/2009	Ceased
GEORGE, OWEN JOHN	000282683	21/08/2008	11/05/2009	Ceased
GILHOME, EMILY	000334560	19/02/2009	11/11/2009	Ceased
GORDON HAY PTY. LTD.	000247981	01/01/2004	13/02/2009	Ceased
GRANT, ANDREW SIDNEY	000249459	01/01/2004	10/12/2009	Ceased
GREG BELL & ASSOCIATES PTY LIMITED	000247911	01/01/2004	24/11/2009	Ceased
GRELLER, AIMEE RENEE	000330760	06/10/2008	17/04/2009	Ceased
GROBBELAAR, HENRIETHA AMANDA	000340738	10/09/2009	21/10/2009	Ceased
HAMILTON, IAN ANDREW	000248210	01/01/2004	22/06/2009	Ceased
HARBOUR FINANCIAL PTY LIMITED	000248176	01/01/2004	15/12/2009	Ceased
HENDRIKS, DEBRA ANN	000283575	21/02/2008	12/02/2009	Ceased
HERDEL, CALLISTA JANE	000339564	30/07/2009	11/09/2009	Ceased
HILL, GREGORY CHARLES	000248231	01/01/2004	26/03/2009	Ceased
HIRIPIS, MICHAEL	000338269	18/06/2009	07/07/2009	Ceased
HOLMES, MICHAEL ROBERT	000303420	20/07/2006	04/06/2009	Ceased
HORLICK, MAURICE JAMES	000247942	01/01/2004	05/03/2009	Ceased
INGLETON, PAULINE	000249023	01/01/2004	19/08/2009	Ceased
JACOB, ANGELICA	000249346	19/05/2005	15/07/2009	Ceased
JAKSIC, SAMUEL	000315456	18/07/2007	06/03/2009	Ceased
JEFFERY, WILLIAM	000325406	09/05/2008	05/06/2009	Ceased
JENZEN, ALLAN GRAHAM	000248081	01/01/2004	24/12/2009	Ceased
JUKIC, IVAN	000325095	30/04/2008	24/04/2009	Ceased
KANBARA ADVISORY SERVICES PTY LIMITED	000252045	01/01/2004	23/02/2009	Ceased
KATSIKARIS, LEANNA	001003791	26/05/2005	24/12/2009	Ceased
KELEMEN, ATTILA	000248461	01/01/2004	26/08/2009	Ceased
KOCH, GREGORY ALLAN	000327574	08/07/2008	26/03/2009	Ceased
KOEPPEN, PETER EDWIN	000322772	03/03/2008	31/03/2009	Ceased
KRISHNA, BAL	000329953	18/09/2008	27/05/2009	Ceased
LEESEL PTY LTD	000248257	01/01/2004	03/03/2009	Ceased
LEHMER, CAROLA	000320265	04/12/2007	23/07/2009	Ceased
LEON, JEFFREY ALLAN	000247968	01/01/2004	16/02/2009	Ceased
LI, HELEN	000291951	16/08/2005	12/03/2009	Ceased
LOADER, KIM ELIZABETH	000248120	01/01/2004	06/11/2009	Ceased
LOADER, NATHAN GREGORY	000321824	01/02/2008	05/06/2009	Ceased
LOVESEY, MARGARET MARY	000249298	01/01/2004	16/02/2009	Ceased
LOWE, BARRY PATRICK	000248568	01/01/2004	31/03/2009	Ceased
LU, DINH BOI	000324776	23/04/2008	02/04/2009	Ceased
LUKJANENKO, JASON PAUL	000292639	01/09/2005	11/05/2009	Ceased
MACKEY, SERHAN	000318664	17/10/2007	17/04/2009	Ceased
MADON, KAIZAD	000327680	10/07/2008	28/05/2009	Ceased
MCALISTER, ARIANNE JADE	000319522	15/11/2007	26/06/2009	Ceased
MCAULIFFE, WAYNE LESLIE	000251560	01/01/2004	04/06/2009	Ceased
MCCALLUM, ROSS ADAIR	000248486	01/01/2004	22/09/2009	Ceased
MCDERMOTT, MATTHEW CHARLES	000249632	01/01/2004	18/12/2009	Ceased
MCDERMOTT, SUSAN MAREE	000248797	01/01/2004	18/12/2009	Ceased
MCDOUGALL, STEVEN	000328790	12/08/2008	03/09/2009	Ceased
MCLUCKIE, BRADDON	000247890	01/01/2004	25/11/2009	Ceased
MCPHERSON, LISA MAREE	000249172	01/01/2004	01/12/2009	Ceased
MEDCALF, JUSTIN	000319017	26/10/2007	22/05/2009	Ceased
MEEHAN, FERGUS ALEXANDER	000336169	01/04/2009	12/10/2009	Ceased
MELVIN, GREGORY CRAIG	000248281	01/01/2004	05/01/2009	Ceased
MILLS, KAYELENE JOAN	000319358	15/07/2008	15/05/2009	Ceased
MITCHELL, THERESA	000341852	15/10/2009	21/12/2009	Ceased
MOELANDS, REBECCA JANE	000316068	30/07/2007	20/05/2009	Ceased
MOLLOY, ROBERT GUILDFORD	000249039	01/01/2004	27/07/2009	Ceased
MONEY TALK PLANNERS PTY LTD	000248988	01/01/2004	02/04/2009	Ceased
MONEY TALK PLANNERS PTY LTD	000248988	02/04/2009	08/10/2009	Ceased
MONTGOMERY, MICHELLE	000319971	27/11/2007	11/09/2009	Ceased
MORGAN, ERIC WAYNE	000306669	16/10/2006	16/09/2009	Ceased
MORRIS, PETER RICHARD	000331636	29/10/2008	18/09/2009	Ceased
MURRAY, DREW CHRISTOPHER	000325443	12/05/2008	06/10/2009	Ceased
MUSGRAVE, LUKE ANTHONY	000291448	01/08/2005	14/12/2009	Ceased
MYERS, DAVID JOHN	000340323	25/08/2009	04/11/2009	Ceased
NG, ANDREW	000329436	02/09/2008	05/06/2009	Ceased
NGUYEN, ANH HAI	000323832	01/04/2008	08/05/2009	Ceased
NGUYEN, KHANH	000323290	14/03/2008	06/05/2009	Ceased
NICHOLLS, JAMES LESLIE	000226751	10/10/2006	03/07/2009	Ceased
OSHANA, ILONA	000318162	02/10/2007	17/04/2009	Ceased
OYSTON, DAVID JAMES	000249095	01/08/2005	15/04/2009	Ceased
PACKHAM, PATRICIA JULIE	000320785	16/12/2007	20/06/2009	Ceased
PARKIN, IAN BRUCE	000248710	01/01/2004	04/05/2009	Ceased
PARSONS, CHRISTOPHER RONALD HARRY	000249536	01/01/2004	27/10/2009	Ceased
PARSONS, MICHEL CHRISTOPHER	000249706	01/01/2004	04/12/2009	Ceased
PASCOE, ADAM	000331211	16/10/2008	31/03/2009	Ceased
PASCUAL, OSCAR	000333211	22/12/2008	27/01/2009	Ceased
PEEBLES, CAMERON	000334073	02/02/2009	06/11/2009	Ceased
PHAM, SON	000331161	16/10/2008	11/08/2009	Ceased
PLATE, SHAREE CAROLYN	000322829	04/03/2008	19/01/2009	Ceased
POLLARD, JOHN	000319804	22/11/2007	24/03/2009	Ceased
POPE, BENJAMIN	000328653	28/08/2008	15/05/2009	Ceased
PORTER, CATHERINE ELLEN	000323032	13/08/2009	19/11/2009	Ceased
PROSPERTUNITY PTY LTD	000330925	09/10/2008	09/12/2009	Ceased
PUGSLEY, ALISTER NEIL	000249016	01/01/2004	13/02/2009	Ceased
R F EDWARDS PTY LIMITED	000248939	01/01/2004	18/02/2009	Ceased
RAINGER, WILLIAM LEONARD	000332582	01/12/2008	19/10/2009	Ceased
REDFERN COLES & ASSOCIATES FINANCIAL PLANNERS PTY LIMITED	000286765	01/04/2005	18/02/2009	Ceased
REID, RICHARD JOHN	000248709	01/01/2004	09/11/2009	Ceased
REIGN, ANABEL	000340187	19/08/2009	08/10/2009	Ceased
REMBRANDT, JULIAN PETER	000336142	01/04/2009	24/12/2009	Ceased
RICHARDS, KYM DAVID	000249035	01/01/2004	04/09/2009	Ceased
ROBERTSON, MATTHEW GARY	000298827	01/03/2006	15/10/2009	Ceased
ROGER L. SWIFTE PTY LTD	000248612	01/01/2004	05/03/2009	Ceased
ROSS MCCALLUM PTY. LIMITED	000248485	01/01/2004	22/09/2009	Ceased
RUIZ PRECIADO, JUAN PABLO	000333818	27/01/2009	11/08/2009	Ceased
RUSSELL, PETER JAMES	000248498	01/01/2004	02/11/2009	Ceased
SANTOS, FIEL	000248131	01/01/2004	27/03/2009	Ceased
SANTOS, JOEY	000314951	29/06/2007	04/08/2009	Ceased
SCALES, CHRISTOPHER	000266764	05/01/2009	27/10/2009	Ceased
SCHMIDT, KARL THEODORE	000332129	13/11/2008	11/09/2009	Ceased
SECOND TRENGGANU PTY. LTD.	000250919	01/01/2004	28/07/2009	Ceased
SEFTON, JODIE ANNE	000339670	04/08/2009	20/11/2009	Ceased
SELKE, LEE	000248378	01/01/2004	03/03/2009	Ceased
SKEGGS GOLDSTIEN PLANNERS PTY LIMITED	000326235	01/06/2008	01/10/2009	Ceased
SMITH, BRADLEY JOHN	000325421	12/05/2008	24/04/2009	Ceased
SMITH, BRYAN EDWARD	000334244	05/02/2009	23/12/2009	Ceased
STEP UP FINANCIAL PLANNERS PTY LTD	000252703	01/01/2004	18/12/2009	Ceased
STEPHEN, CRAIG	000312554	24/04/2007	19/03/2009	Ceased
STEVENS, ANNE MARY	000330924	09/10/2008	09/12/2009	Ceased
STEVENS, BREE	000254437	01/01/2004	23/06/2009	Ceased
SURJAN, KAREN	000304353	16/07/2009	25/11/2009	Ceased
SUSTAR, RYAN	000320654	13/12/2007	11/11/2009	Ceased
SWIFTE, ROGER LEIGH	000249168	01/01/2004	05/03/2009	Ceased
SZYDLOWSKI, JAN PAUL	000249465	01/01/2004	30/07/2009	Ceased
TAYLOR, CLINTON ALLAN	000326699	25/09/2008	08/05/2009	Ceased
TAYLOR, LYNDA MAREE	000307673	17/11/2006	29/07/2009	Ceased
TAYLOR, WILLIAM DAVID	000293123	22/10/2008	14/05/2009	Ceased
TAZEX PTY. LTD.	000248403	01/01/2004	23/10/2009	Ceased
TEAKLE, GRANT MATTHEW	000325467	15/05/2008	07/07/2009	Ceased
THOMAS, ROBERT LESLIE	000339661	04/08/2009	12/11/2009	Ceased
TIDMARSH, ANDREW	000335484	19/03/2009	25/07/2009	Ceased
TOTAL PLANNING PTY LTD	000291366	28/07/2005	29/05/2009	Ceased
VACOPOULOS, ANDREW JOHN	000326285	04/06/2008	19/02/2009	Ceased
VALEV, VADIM	000310097	06/02/2007	30/03/2009	Ceased
VOLKERING, SAMUEL	000311281	16/10/2008	12/02/2009	Ceased
VYAS, PAVAN	000288882	01/07/2008	23/07/2009	Ceased
WAKEFIELD, LUKE CHRISTOPHER	000319973	27/11/2007	12/02/2009	Ceased
WATTS, GRAHAM DONALD	000317225	03/09/2007	14/01/2009	Ceased
WEALTHPLANNING PTY LIMITED	000249244	01/01/2004	22/06/2009	Ceased
WEARNE, JAMES STANLEY	000311886	13/08/2008	05/01/2009	Ceased
WENDY SCARLETT PTY. LTD.	000253020	01/01/2004	11/08/2009	Ceased
WILSON, SHANE MARTIN	000317128	30/08/2007	24/04/2009	Ceased
WINKLESS, PETA LEE	000320420	06/12/2007	15/05/2009	Ceased
WRIGHT, STACIA	000284375	01/02/2005	02/01/2009	Ceased
YANG, MICHELLE	000322598	26/02/2008	27/10/2009	Ceased
YATES, JESSE DAVID	000320772	18/12/2007	12/03/2009	Ceased
YEN, IVAN	000320889	18/12/2007	18/03/2009	Ceased
YOUNG, PETER HAROLD	000253302	01/05/2009	18/06/2009	Ceased
ZEILER, GERI	000320890	20/12/2007	23/07/2009	Ceased
ZHANG, ISABELLE YUAN	000341163	21/09/2009	21/09/2009	Ceased

Where they were authorised next

89 of these 206 were followed by another authorisation elsewhere; 117 were the last on that record.

Authorised next by	Authorisations	Share
AKUMIN FINANCIAL PLANNING PTY LIMITED	30	33.7%
ARETE RISK & INSURANCE PARTNERS PTY LTD	9	10.1%
AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD	4	4.5%
BRIDGES FINANCIAL SERVICES PTY LIMITED	3	3.4%
licence 238030	2	2.2%
RI ADVICE GROUP PTY LTD	2	2.2%
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD	2	2.2%
CHARTER FINANCIAL PLANNING LIMITED	2	2.2%
PROFESSIONAL INVESTMENT SERVICES PTY LTD	2	2.2%
licence 237641	2	2.2%
CARESUPER ADVICE PTY LTD	2	2.2%
HILLROSS FINANCIAL SERVICES LIMITED	2	2.2%
licence 307248	2	2.2%
COMMONWEALTH FINANCIAL PLANNING LIMITED	2	2.2%
licence 310487	1	1.1%
COMMUNITY BROKER NETWORK PTY LTD	1	1.1%
licence 240687	1	1.1%
AUSURE PTY LTD	1	1.1%

Other licensees that lost representatives in 2009

ARETE RISK & INSURANCE PARTNERS PTY LTD — 133
COUNT FINANCIAL LIMITED — 234
CHARTER FINANCIAL PLANNING LIMITED — 140
PROFESSIONAL INVESTMENT SERVICES PTY LTD — 374
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 150
QBE INSURANCE (AUSTRALIA) LIMITED — 225
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 178
AIA FINANCIAL SERVICES PTY LIMITED — 309
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 179
ELKINGTON BISHOP MOLINEAUX INSURANCE BROKERS PTY LIMITED — 471
A.P.V.C. LTD. — 218
RESOLUTION LIFE AUSTRALASIA LIMITED — 131
ELDERS RURAL SERVICES AUSTRALIA LIMITED — 688
VIRGINIA SURETY COMPANY, INC. — 218

AKUMIN FINANCIAL PLANNING PTY LIMITED in other years

2024 — 105
2023 — 92
2022 — 151
2021 — 347
2020 — 605
2019 — 374
2018 — 345
2017 — 399
2016 — 398
2015 — 402
2014 — 342
2013 — 334
2012 — 229
2011 — 268
2010 — 318
2008 — 250
2007 — 245
2006 — 256
2005 — 233
2004 — 339

Money lost after advice you were given?

206 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.