Authorisations by AKUMIN FINANCIAL PLANNING PTY LIMITED that ended in 2022

151 of the 6,906 authorisations granted by AKUMIN FINANCIAL PLANNING PTY LIMITED ended during 2022 — 2.2% of its record, and 1.3% of everything that ended in Australia that year.

151ended in 2022

2.2%share of AKUMIN FINANCIAL

1.3%share of 2022

113also 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 2022

The 151 that ended in 2022

AKUMIN FINANCIAL PLANNING PTY LIMITED, ended 2022, alphabetical
Representative	Number	From	To	Status
AARON FINANCIAL SERVICES PTY LTD	000252463	01/01/2004	19/04/2022	Ceased
ACCUMULO PTY LTD	000449985	09/12/2013	11/10/2022	Ceased
ACTIVATE FINANCIAL SERVICES PTY LIMITED	000328850	14/08/2008	27/09/2022	Ceased
APPROVED FINANCIAL PLANNERS PTY LTD	000302962	01/07/2006	30/06/2022	Ceased
ARRIOLA PTY LTD	000423829	27/06/2012	31/10/2022	Ceased
Andrews, Jordan Wallace Peter	001007693	14/10/2019	22/04/2022	Ceased
Appla, Christopher John	001271202	14/12/2018	09/03/2022	Ceased
Armbruster, Kurt	001304415	14/07/2011	18/11/2022	Ceased
Ayoubi, Hussien	001262063	20/02/2018	30/09/2022	Ceased
BAILEY, STUART David	000419168	28/03/2012	01/04/2022	Ceased
BAX, MICHAEL LLOYD	000328849	14/08/2008	27/09/2022	Ceased
BOGIATZIS, GEORGE M	000247881	01/01/2004	30/09/2022	Ceased
BOND, PETER GERARD	000345144	24/02/2010	27/01/2022	Ceased
BOREE CREEK MANAGEMENT PTY LIMITED	000441847	04/07/2013	28/02/2022	Ceased
BULLOCH, WILLIAM	000264984	30/05/2012	30/09/2022	Ceased
BUNBURY HOLDINGS PTY LTD	000249528	03/04/2009	01/07/2022	Ceased
BUTCHER, SAMANTHA PATRICIA	001004069	26/04/2019	31/12/2022	Ceased
Bailey, Travis	001232846	19/01/2018	02/09/2022	Ceased
CA FINANCIAL SERVICES GROUP PTY LTD	000248313	01/01/2004	11/07/2022	Ceased
CARROLL, JAMES FLINN	000249227	01/01/2004	18/07/2022	Ceased
CASE, Robert Antony	000248765	01/01/2004	30/06/2022	Ceased
CHOROKHOV, ANDREI	000437945	03/05/2019	28/04/2022	Ceased
CHRISTIE, MICHAEL JAMES	000343844	26/04/2013	18/03/2022	Ceased
COLEFAX, ALEXANDER JEFFREY	000305751	14/09/2011	11/10/2022	Ceased
COLLIDGE, LEIGH	000249267	01/01/2004	08/02/2022	Ceased
COPLIN, COLIN	000337454	02/12/2016	22/04/2022	Ceased
COTTER, THOMAS	000415468	16/12/2011	11/07/2022	Ceased
CPS PRIVATE WEALTH MANAGEMENT PTY LIMITED	000289744	16/06/2005	18/07/2022	Ceased
CROSBY, LEIGH MICHAEL	000469596	01/12/2014	30/09/2022	Ceased
Crombie, Serenette Margaret	001268222	08/08/2019	24/06/2022	Ceased
Crozier, Jessie	001232923	17/06/2021	22/07/2022	Ceased
Curlis, Patrick	001003576	20/06/2016	16/08/2022	Ceased
DAWSON, JOHN PATRICK	000248200	01/01/2004	30/09/2022	Ceased
DE KAUWE, MARLON	000457785	13/05/2014	16/08/2022	Ceased
DEW, RODNEY JOHN	000254434	01/02/2010	30/09/2022	Ceased
Dowler, Kirsten Maree	000302126	29/08/2018	18/07/2022	Ceased
EAST, BRIAN JOHN	000248423	01/01/2004	23/06/2022	Ceased
EASTBROOK FINANCIAL SERVICES PTY LTD	000440078	04/06/2013	05/01/2022	Ceased
EASTBROOK FINANCIAL SERVICES PTY LTD	000440078	06/01/2022	05/09/2022	Ceased
EDSUPLAN FINANCIAL SERVICES PTY LTD	001255605	19/06/2017	01/07/2022	Ceased
EMERY, PETER ROSS	000334628	12/11/2012	30/09/2022	Ceased
FAGAN FINANCIAL SERVICES PTY LTD	000247924	01/01/2004	15/03/2022	Ceased
FERNANDEZ, CORNEL ANTHONY	000371575	21/07/2010	16/08/2022	Ceased
FINANCIAL PLANNING QLD PTY LTD	001289377	01/07/2021	01/08/2022	Ceased
FLAVELL, MARK GRAHAM	000248223	07/06/2021	30/09/2022	Ceased
GILLETT, MICHAEL ROBERT	000289741	16/06/2005	28/01/2022	Ceased
GINN, CRAIG NORTON	000248040	01/01/2004	21/06/2022	Ceased
GNANAPIRAGASAM, KAJANITHEN	001256884	23/02/2018	23/12/2022	Ceased
GOLDSWORTHY INVESTMENTS PTY. LTD.	000248089	01/01/2004	16/05/2022	Ceased
GREGG, PAUL DAVID	000330743	17/09/2021	31/12/2022	Ceased
GUPTA, SAJAL	000383842	03/01/2012	17/05/2022	Ceased
HARISIOU, STEPHEN	000444815	07/05/2015	29/04/2022	Ceased
HAYNES, MARK DONALD	000283213	16/12/2004	06/10/2022	Ceased
HAYSMAN FINANCIAL SERVICES PTY LTD	000247939	01/01/2004	06/10/2022	Ceased
HEGARTY, MARTIN	000329167	28/08/2008	11/08/2022	Ceased
HM FINANCIAL GROUP PTY LTD	001251768	07/02/2017	16/09/2022	Ceased
HOPKINS, BENJAMIN	000248524	20/12/2019	19/07/2022	Ceased
HORAN, MICHAEL	000405551	01/06/2011	11/07/2022	Ceased
Hawley, Sonia Kay	000243593	24/10/2017	26/09/2022	Ceased
Henry, Jarred	001003232	30/07/2019	24/06/2022	Ceased
INVESTMENT & RETIREMENT SOLUTIONS PTY LIMITED	000247770	15/04/2013	01/12/2022	Ceased
JP GLOBAL PTY LTD	000470584	18/12/2014	01/07/2022	Ceased
Johnson, Gary Alan	001003280	10/07/2019	30/06/2022	Ceased
KARATZAS, THOMAS	000248374	01/01/2004	30/09/2022	Ceased
KING, JAXON LEE	000435782	12/03/2013	21/07/2022	Ceased
KRA FINANCIAL GROUP PTY LTD	000248899	01/01/2004	01/08/2022	Ceased
Khan, Munadir Islam	001250591	16/08/2017	26/05/2022	Ceased
LANE, JEFFREY DAVID	000250663	04/10/2011	30/09/2022	Ceased
LANGLANDS, VENETIA	001002458	04/07/2022	04/11/2022	Ceased
LEE, ERIN RAE	000301998	23/05/2022	30/05/2022	Ceased
LESLIE, AARON ROBERT	000457192	14/12/2016	09/06/2022	Ceased
Li, Huimin	001270476	08/11/2021	09/05/2022	Ceased
Linskens, Johannus Theodorus Helena	000251885	01/01/2004	19/04/2022	Ceased
MADAFFARI, VINCENZO ANTONIO	000445437	13/09/2013	03/11/2022	Ceased
MAGLAYA, ANA LORRAINE	000259602	03/02/2004	28/02/2022	Ceased
MARSHALL, MEGAN CHRISTINE	000454703	20/05/2019	15/12/2022	Ceased
MAVONDO, LAWSON	000325096	10/12/2021	20/12/2022	Ceased
MAYNARD, ROBERT WILLIAM	000440077	04/06/2013	05/01/2022	Ceased
MAYNARD, ROBERT WILLIAM	000440077	06/01/2022	05/09/2022	Ceased
MCKEAN, ARIANNA	000285745	08/02/2021	28/02/2022	Ceased
MCLENNAN, BENJAMIN LUKE	000324755	13/10/2011	16/09/2022	Ceased
MINT FINANCIAL SOLUTIONS PTY LTD	000449043	20/11/2013	16/08/2022	Ceased
MJH FINANCIAL SERVICES PTY LTD	000382550	10/09/2010	11/08/2022	Ceased
MOELZER, Jacqueline Susan	000417511	14/02/2012	18/07/2022	Ceased
MONACELLA, RENATO PETER	000248453	01/01/2004	21/07/2022	Ceased
MONEY SENSE FINANCIAL GROUP PTY LTD	000248910	01/01/2004	21/07/2022	Ceased
MULQUINEY, JOANNE	000413899	15/11/2011	24/06/2022	Ceased
Martin, Fraser James	001260775	19/12/2017	20/12/2022	Ceased
Meehan, James William	001270432	06/12/2018	28/07/2022	Ceased
NAUFAL, HISHAN AHAMED	000449042	20/11/2013	16/08/2022	Ceased
NETWORK LENDING PTY LTD	000445551	16/09/2013	31/05/2022	Ceased
NEWBERT, MARK CHRISTOPHER	000249479	01/01/2004	01/07/2022	Ceased
NEWTON, JOANNE MARY	000281869	24/11/2015	18/03/2022	Ceased
NICOPOULOS, JOHN	000248394	01/01/2004	30/06/2022	Ceased
O'LEARY, MARK	000249091	01/01/2004	01/08/2022	Ceased
PI, JIAMING	000470583	18/12/2014	01/07/2022	Ceased
PLANPACK FINANCIAL PTY LTD	000418205	29/02/2012	26/05/2022	Ceased
POWERS WEALTH PTY LTD	000433869	29/06/2018	28/03/2022	Ceased
PRESIDENT FINANCIAL SERVICES PTY. LTD.	000355401	01/05/2010	01/08/2022	Ceased
Pargiter-Green, Dylan	001250800	21/12/2016	31/12/2022	Ceased
Pepicelli, Peter Anthony	001269675	23/11/2018	30/09/2022	Ceased
Popat, Neel Shantibhai	001269825	19/04/2021	13/05/2022	Ceased
RAGHVANI, DEEPAK	000417978	27/02/2012	16/08/2022	Ceased
RAPLEY, MARK	000248741	01/01/2004	11/07/2022	Ceased
ROACH, MICHAEL TERRENCE	000290915	16/07/2005	30/09/2022	Ceased
ROBERTS, MATTHEW IAN	000409310	08/04/2019	02/12/2022	Ceased
ROBINSON, RICK	000320972	27/12/2007	21/12/2022	Ceased
RODGERS, DAVID WILLIAM	000457820	14/05/2014	02/08/2022	Ceased
RUSSELL, ARRON	000311283	13/03/2007	26/05/2022	Ceased
RYAN, DOUGLAS JOHN	000341903	22/08/2012	16/09/2022	Ceased
Rakic, Dragan	001260146	27/11/2017	30/09/2022	Ceased
Rentzepis, Angelo	001007259	10/04/2015	30/09/2022	Ceased
Rice, William John	001286770	04/02/2022	11/03/2022	Ceased
Rikalo, Boris	001249398	22/05/2017	26/01/2022	Ceased
Roach, Matthew Terrence	001240247	03/08/2017	15/02/2022	Ceased
Robertson, Callum Michael	001288412	02/03/2022	25/11/2022	Ceased
SALOMON, RONNY LUCIA	000324095	04/09/2020	30/06/2022	Ceased
SAUNDERS, LEE-ANNE JUDITH	000293505	29/08/2007	06/01/2022	Ceased
SENECO FINANCIAL SERVICES PTY LTD	001295895	18/03/2022	16/11/2022	Ceased
SIMPSON, MARNI ALANA	000323960	21/03/2014	01/07/2022	Ceased
SMITH & BULLOCH FINANCIAL ADVISERS PTY LTD	000252830	30/05/2012	30/11/2022	Ceased
SMITH, KYLA JADE	000470342	22/07/2020	10/03/2022	Ceased
SMITH, PETER DONALD	000264983	30/05/2012	30/09/2022	Ceased
STAROPOLI, LEON	001295001	24/08/2022	30/09/2022	Ceased
STEBILLA PTY LTD	000442243	11/07/2013	31/03/2022	Ceased
STEVENS, DANIEL	000308702	19/06/2013	30/06/2022	Ceased
STEVENS, SHANNAN JOHN	000433735	07/07/2022	01/09/2022	Ceased
Smart, Kym	001255868	05/06/2020	16/08/2022	Ceased
Stansfield, Hannah Kay	001233683	22/07/2015	24/01/2022	Ceased
Stella, Jacombe	001268791	31/10/2018	29/07/2022	Ceased
Strodl, Henrik	001007543	18/10/2018	11/07/2022	Ceased
TESS MAGLAYA AND ASSOCIATES FINANCIAL PLANNERS PTY LTD	000249150	01/01/2004	28/02/2022	Ceased
THE MONEY MINDSET CIRCLE WITH LAINAJAYE PTY LTD	000331201	16/10/2008	01/07/2022	Ceased
THOMAS, SIMON JOHN	000249213	01/01/2004	06/06/2022	Ceased
TILLEY, STEPHEN	000307312	10/01/2007	01/08/2022	Ceased
TIM SO, JACINTA HAZEL	000249633	27/08/2013	01/07/2022	Ceased
TITMUS, DARREN LYELL	000386242	27/10/2010	01/08/2022	Ceased
TRINITY WEALTH SERVICES PTY LTD	000433158	15/01/2013	27/01/2022	Ceased
Taupo, Kiri Anne	001234976	31/07/2017	31/03/2022	Ceased
UYS, CRAIG TRAVIS	000425651	09/12/2020	04/11/2022	Ceased
VAN GEYZEL, ANDREW	000429366	19/11/2020	30/06/2022	Ceased
VIALS, JASON BARRIE	000232473	04/07/2013	28/02/2022	Ceased
WALDEN, STEPHEN	000265693	16/08/2010	28/01/2022	Ceased
WARD, ANDREW JESSUP	000341006	30/09/2013	29/06/2022	Ceased
WARE, GREGORY RYAN	000468204	05/11/2014	16/09/2022	Ceased
WEARNE, IVAN QUENTIN	000247652	15/04/2013	01/12/2022	Ceased
WILSON, ELIZABETH	000291599	05/11/2021	22/02/2022	Ceased
WSZOLA, EDWARD JOSEPH	000253088	30/06/2020	21/12/2022	Ceased
Woolcock, Alaina Kaye	000430568	08/11/2012	01/07/2022	Ceased
YAU, HELEN	000432483	29/07/2015	31/12/2022	Ceased
ZEMUNIK, SEAN ANDREW	000300335	16/12/2010	16/11/2022	Ceased

Where they were authorised next

87 of these 151 were followed by another authorisation elsewhere; 64 were the last on that record.

Authorised next by	Authorisations	Share
FINEX WEALTH PTY LTD	7	8.0%
CHARTER FINANCIAL PLANNING LIMITED	6	6.9%
AKUMIN FINANCIAL PLANNING PTY LIMITED	5	5.7%
INFOCUS SECURITIES AUSTRALIA PTY LTD	5	5.7%
ARETE RISK & INSURANCE PARTNERS PTY LTD	4	4.6%
LIFESPAN FINANCIAL PLANNING PTY LTD	4	4.6%
CONSULTUM FINANCIAL ADVISERS PTY LTD	3	3.4%
CAPSTONE FINANCIAL PLANNING PTY LTD	3	3.4%
INSIGHT INVESTMENT SERVICES PTY LTD	3	3.4%
ALLIANCE WEALTH PTY LTD	3	3.4%
SJC (VIC) WEALTH PTY LTD	2	2.3%
HILLROSS FINANCIAL SERVICES LIMITED	2	2.3%
PSK ADVISORY SERVICES PTY LTD	2	2.3%
INVESTMENT & RETIREMENT SERVICES PTY LTD	2	2.3%
BERYLLIUM ADVISERS PTY LTD	2	2.3%
WEALTH TODAY PTY LTD	2	2.3%
MY AFSL PTY LTD	1	1.1%
PARETO GROUP PTY LTD	1	1.1%

Other licensees that lost representatives in 2022

AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 903
BENDIGO AND ADELAIDE BANK LIMITED — 565
CHARTER FINANCIAL PLANNING LIMITED — 132
COMMUNITY BROKER NETWORK PTY LTD — 126
ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 107
A.C.N. 155 907 681 PTY LTD — 95
LFI GROUP PTY LTD — 170
SYNCHRON ADVICE PTY LTD — 182
RESILIUM INSURANCE BROKING PTY LTD — 116
CONSULTUM FINANCIAL ADVISERS PTY LTD — 100
WICKLOW FUND SERVICES PTY LTD — 114

AKUMIN FINANCIAL PLANNING PTY LIMITED in other years

2024 — 105
2023 — 92
2021 — 347
2020 — 605
2019 — 374
2018 — 345
2017 — 399
2016 — 398
2015 — 402
2014 — 342
2013 — 334
2012 — 229
2011 — 268
2010 — 318
2009 — 206
2008 — 250
2007 — 245
2006 — 256
2005 — 233
2004 — 339

Money lost after advice you were given?

151 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.