# Representatives who left AKUMIN FINANCIAL PLANNING PTY LIMITED in 2023 — afs-rep

> 92 authorisations by AKUMIN FINANCIAL PLANNING PTY LIMITED ended during 2023.

## Authorisations by AKUMIN FINANCIAL PLANNING PTY LIMITED that ended in 2023

92 of the 6,906 authorisations granted by AKUMIN FINANCIAL PLANNING PTY LIMITED ended during 2023 — 1.3% of its record, and 0.8% of everything that ended in Australia that year.

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](/complain.md).

[All 6,906 authorisations by AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited.md) · [Everything that ended in 2023](/ceased/2023.md)

### The 92 that ended in 2023

*AKUMIN FINANCIAL PLANNING PTY LIMITED, ended 2023, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| AKEROYD, BRENDAN JAMES | [000316426](/search.md) | 11/03/2011 | 01/02/2023 | Ceased |
| AUSTIN, JACKIE ANNE | [000432015](/search.md) | 07/08/2017 | 25/08/2023 | Ceased |
| BAKER, DENISE GLORIA | [000445536](/search.md) | 20/12/2019 | 17/08/2023 | Ceased |
| BAYSIDE FINANCIAL PLANNERS PTY LTD | [000322483](/search.md) | 22/02/2008 | 21/02/2023 | Ceased |
| BEN WATTS (FP) PTY LTD | [000460075](/search.md) | 18/06/2014 | 21/09/2023 | Ceased |
| BRUSSEL, MICHAEL ANDREW | [000442545](/search.md) | 18/07/2013 | 10/03/2023 | Ceased |
| CHILLER, BRAD KRISTIAN | [000248041](/search.md) | 01/01/2004 | 30/06/2023 | Ceased |
| CHIN, KAR MUN | [000332447](/search.md) | 26/02/2020 | 30/06/2023 | Ceased |
| CHOO, YIN CHIN | [000404962](/search.md) | 20/05/2011 | 08/09/2023 | Ceased |
| COPELAND, GARRY DARRYL | [000434739](/search.md) | 20/02/2013 | 30/05/2023 | Ceased |
| Chiswell, Gretel Alexandra | [001268202](/search.md) | 10/10/2018 | 09/03/2023 | Ceased |
| Clarke, Telina Camille | [000263921](/search.md) | 03/05/2023 | 11/12/2023 | Ceased |
| Coburn, Hayley | [001007510](/search.md) | 20/04/2015 | 05/05/2023 | Ceased |
| Cover, Kaitlyn Maree | [001298407](/search.md) | 15/03/2023 | 19/09/2023 | Ceased |
| DONATO, DAVID | [000345511](/search.md) | 09/03/2010 | 08/12/2023 | Ceased |
| Dallas, Isabel | [001269327](/search.md) | 16/11/2018 | 06/04/2023 | Ceased |
| Dunbabin, Samuel John Murdoch | [001003423](/search.md) | 13/08/2019 | 08/07/2023 | Ceased |
| FAGAN, GRANT JOSEPH | [000248359](/search.md) | 01/01/2004 | 06/12/2023 | Ceased |
| FITZPATRICK, PAUL | [000320839](/search.md) | 19/12/2007 | 18/07/2023 | Ceased |
| FONG, LESLIE ROBERT | [000249526](/search.md) | 25/03/2021 | 30/09/2023 | Ceased |
| Faustin, Nicolas | [001263922](/search.md) | 22/05/2019 | 15/03/2023 | Ceased |
| GIBB, MICHAEL JOHN | [000345948](/search.md) | 31/10/2016 | 16/02/2023 | Ceased |
| GIBBS, STEPHEN | [000413815](/search.md) | 14/11/2011 | 03/10/2023 | Ceased |
| GREENBERG, DAVID | [000454118](/search.md) | 16/03/2020 | 02/06/2023 | Ceased |
| Gomes Casanova, Fernando | [000259605](/search.md) | 01/01/2004 | 31/03/2023 | Ceased |
| Gough, William Henry Bond | [001295470](/search.md) | 07/09/2022 | 27/04/2023 | Ceased |
| Grapiglia, Timothy John | [001270674](/search.md) | 05/01/2023 | 21/08/2023 | Ceased |
| Gusani, Dixa Vaibhav | [001297315](/search.md) | 20/02/2023 | 19/05/2023 | Ceased |
| HAYSMAN FINANCIAL SERVICES PTY LTD | [000247939](/search.md) | 07/10/2022 | 08/03/2023 | Ceased |
| HICKEY, ANDREW | [000410616](/search.md) | 31/08/2011 | 31/10/2023 | Ceased |
| Hockley, Mitchell | [001243678](/search.md) | 03/06/2020 | 22/12/2023 | Ceased |
| Holt, Alexander James Richard | [001002565](/search.md) | 09/06/2016 | 21/02/2023 | Ceased |
| Horstman, Nicholas Christian | [001233255](/search.md) | 13/06/2023 | 13/10/2023 | Ceased |
| ISBEL AGNESS PTY LTD | [000415896](/search.md) | 28/12/2011 | 17/03/2023 | Ceased |
| IWEALTH GROUP PTY LTD | [001282523](/search.md) | 14/07/2020 | 30/03/2023 | Ceased |
| JACKSON, WILLIAM | [000448446](/search.md) | 04/05/2020 | 28/02/2023 | Ceased |
| JAXON KING (FP) PTY LTD | [001234432](/search.md) | 13/08/2015 | 21/09/2023 | Ceased |
| JIMMY SON & ASSOCIATES PTY. LTD. | [000248876](/search.md) | 01/01/2004 | 04/04/2023 | Ceased |
| Jacobs, Charissa-Lo | [001265671](/search.md) | 30/11/2020 | 07/07/2023 | Ceased |
| KELLY, CHRISTOPHER | [000296416](/search.md) | 06/12/2005 | 26/09/2023 | Ceased |
| KILVINGTON, SCOTT ANDREW | [000248816](/search.md) | 01/01/2004 | 30/03/2023 | Ceased |
| Kieft, Rosemary Hannah Faith | [001298578](/search.md) | 17/03/2023 | 29/04/2023 | Ceased |
| LAMI GROUP PTY LTD | [001249263](/search.md) | 31/10/2016 | 16/02/2023 | Ceased |
| LANG, NOEL DOUGLAS | [000341950](/search.md) | 06/10/2010 | 03/10/2023 | Ceased |
| LONG, SHAUN MICHAEL PHILIP | [000322105](/search.md) | 22/08/2022 | 09/08/2023 | Ceased |
| MAJOR, GREGORY | [000418038](/search.md) | 28/02/2012 | 30/06/2023 | Ceased |
| MALE, DESIREE | [000327099](/search.md) | 01/07/2008 | 15/08/2023 | Ceased |
| MANNO, TONY | [001003824](/search.md) | 03/04/2020 | 18/08/2023 | Ceased |
| MCLINDEN, FRANCIS JAMES | [000249149](/search.md) | 01/01/2004 | 30/09/2023 | Ceased |
| MCRAE, DONALD ALEXANDER | [000423683](/search.md) | 25/06/2012 | 16/02/2023 | Ceased |
| MENDIGORIN, EDWARD | [000384347](/search.md) | 27/06/2022 | 28/08/2023 | Ceased |
| MIDELCA HOLDINGS PTY LTD | [000249303](/search.md) | 01/01/2004 | 31/03/2023 | Ceased |
| MILLS, ELLIE PATRICE | [001263260](/search.md) | 20/07/2022 | 30/05/2023 | Ceased |
| MURDICA, JOHN | [000248314](/search.md) | 01/01/2004 | 30/06/2023 | Ceased |
| Masi, Damian Joseph | [001259499](/search.md) | 14/05/2018 | 31/10/2023 | Ceased |
| McLachlan, Jackson Patrick | [001288610](/search.md) | 15/12/2021 | 30/03/2023 | Ceased |
| Mogg, JENNIFER | [000321037](/search.md) | 31/12/2007 | 15/08/2023 | Ceased |
| Murch, Daniel Martin | [001243801](/search.md) | 20/05/2019 | 26/06/2023 | Ceased |
| NELSON, PAUL | [000404773](/search.md) | 16/05/2011 | 04/12/2023 | Ceased |
| Newell, Anna Louise | [001270374](/search.md) | 05/12/2018 | 15/09/2023 | Ceased |
| O'BRIEN, LIAM MICHAEL | [000321968](/search.md) | 06/02/2008 | 03/05/2023 | Ceased |
| OTTO, LACHLAN | [001003899](/search.md) | 13/01/2022 | 21/08/2023 | Ceased |
| Ohia, Tama Lawrence | [001299353](/search.md) | 27/06/2023 | 31/08/2023 | Ceased |
| Palapathwala, Thaveesh Ranjeeva | [001260572](/search.md) | 17/12/2019 | 24/02/2023 | Ceased |
| Palmer, Daniel James | [001269806](/search.md) | 27/11/2018 | 30/04/2023 | Ceased |
| QUACH, CUONG | [001003909](/search.md) | 14/01/2022 | 20/07/2023 | Ceased |
| REDGUM FINANCIAL PTY LTD | [000401635](/search.md) | 11/03/2011 | 01/02/2023 | Ceased |
| ROBINSON, CLINTON PAUL | [000247995](/search.md) | 01/01/2004 | 17/03/2023 | Ceased |
| Ritzau, Jonathon Bruce | [001289218](/search.md) | 27/01/2022 | 06/04/2023 | Ceased |
| SEANAT INVESTMENTS PTY LTD | [000344081](/search.md) | 15/01/2010 | 31/03/2023 | Ceased |
| SON, YU SANG | [000248965](/search.md) | 01/01/2004 | 04/04/2023 | Ceased |
| SOVEREIGN WEALTH SOLUTIONS PTY LTD | [000412332](/search.md) | 06/10/2011 | 05/05/2023 | Ceased |
| SPEARS, JASON | [000259600](/search.md) | 03/02/2004 | 21/02/2023 | Ceased |
| SPENCER, SEAN ADRIAN | [000344080](/search.md) | 15/01/2010 | 31/03/2023 | Ceased |
| SPRY, DANIEL JOHN ELFORD | [000249391](/search.md) | 01/01/2004 | 22/12/2023 | Ceased |
| STANNARD, NICHOLAS | [000340719](/search.md) | 13/09/2011 | 08/12/2023 | Ceased |
| STEPHEN BROOKE (FP) PTY LTD | [000460081](/search.md) | 18/06/2014 | 21/09/2023 | Ceased |
| SXJ PTY LTD | [000413550](/search.md) | 08/11/2011 | 04/12/2023 | Ceased |
| Spitzkowsky, Katherine | [001269177](/search.md) | 10/03/2022 | 13/09/2023 | Ceased |
| Standing, Warren | [001234969](/search.md) | 19/09/2017 | 26/05/2023 | Ceased |
| Stephen, David Joseph | [000276175](/search.md) | 14/05/2004 | 30/06/2023 | Ceased |
| TEAGLE, ROHAN | [000249370](/search.md) | 01/01/2004 | 30/03/2023 | Ceased |
| TODAY ADVICE PTY LTD | [001253313](/search.md) | 29/03/2017 | 16/02/2023 | Ceased |
| TONY CASE (FP) PTY LTD | [001275860](/search.md) | 17/05/2019 | 21/09/2023 | Ceased |
| U-FIRST FINANCIAL SOLUTIONS PTY LTD | [000384541](/search.md) | 06/10/2010 | 03/10/2023 | Ceased |
| VAGO, ANDERSON | [000298571](/search.md) | 16/03/2017 | 17/05/2023 | Ceased |
| VELEVSKI, GORAN | [000455927](/search.md) | 24/09/2019 | 03/02/2023 | Ceased |
| VHM WEALTH PARTNERS PTY LTD | [001239982](/search.md) | 16/03/2017 | 17/05/2023 | Ceased |
| WELSH, GREGORY J | [000248648](/search.md) | 01/01/2004 | 30/06/2023 | Ceased |
| WEST, VENESA ISBEL AGNESS | [000332086](/search.md) | 28/12/2011 | 17/03/2023 | Ceased |
| Woodward, Denise Jeanne | [001269696](/search.md) | 17/02/2023 | 16/06/2023 | Ceased |
| ZONE FINANCIAL PTY LTD | [001233104](/search.md) | 03/07/2015 | 31/10/2023 | Ceased |

### Where they were authorised next

56 of these 92 were followed by another authorisation elsewhere; 36 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| [ARETE RISK & INSURANCE PARTNERS PTY LTD](/licensee/arete-risk-insurance-partners-pty-ltd.md) | 6 | 10.7% |
| [ALLIANCE WEALTH PTY LTD](/licensee/alliance-wealth-pty-ltd.md) | 6 | 10.7% |
| ZONE ADVISORY PTY LTD | 3 | 5.4% |
| [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited.md) | 2 | 3.6% |
| [SYNCHRON ADVICE PTY LTD](/licensee/synchron-advice-pty-ltd.md) | 2 | 3.6% |
| [MORGANS FINANCIAL LIMITED](/licensee/morgans-financial-limited.md) | 2 | 3.6% |
| BIG PICTURE FINANCIAL SERVICES PTY LTD | 2 | 3.6% |
| COTHAM ADVISORY PTY LTD | 2 | 3.6% |
| PLANET MONEY PTY LTD | 2 | 3.6% |
| [CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) | 2 | 3.6% |
| [WEALTH TODAY PTY LTD](/licensee/wealth-today-pty-ltd.md) | 2 | 3.6% |
| [COMMUNITY BROKER NETWORK PTY LTD](/licensee/community-broker-network-pty-ltd.md) | 2 | 3.6% |
| [PSK ADVISORY SERVICES PTY LTD](/licensee/psk-advisory-services-pty-ltd.md) | 1 | 1.8% |
| licence 517548 | 1 | 1.8% |
| SAMBE INVESTMENTS PTY. LIMITED | 1 | 1.8% |
| CATALPA PTY LTD | 1 | 1.8% |
| [MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD](/licensee/mercer-financial-advice-australia-pty-ltd.md) | 1 | 1.8% |
| [ACTUATE ALLIANCE SERVICES PTY LTD](/licensee/actuate-alliance-services-pty-ltd.md) | 1 | 1.8% |

### Other licensees that lost representatives in 2023

- [BENDIGO AND ADELAIDE BANK LIMITED](/licensee/bendigo-and-adelaide-bank-limited/2023.md) — 674
- [ALLIANZ AUSTRALIA INSURANCE LIMITED](/licensee/allianz-australia-insurance-limited/2023.md) — 133
- [COMMUNITY BROKER NETWORK PTY LTD](/licensee/community-broker-network-pty-ltd/2023.md) — 128
- [ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED](/licensee/elders-insurance-underwriting-agency-pty-limited/2023.md) — 122
- [INSURANCE ADVISERNET AUSTRALIA PTY LIMITED](/licensee/insurance-advisernet-australia-pty-limited/2023.md) — 115
- [LFI GROUP PTY LTD](/licensee/lfi-group-pty-ltd/2023.md) — 240
- [SYNCHRON ADVICE PTY LTD](/licensee/synchron-advice-pty-ltd/2023.md) — 107
- [MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD](/licensee/mastercard-prepaid-management-services-australia-pty-ltd/2023.md) — 118
- [RESILIUM INSURANCE BROKING PTY LTD](/licensee/resilium-insurance-broking-pty-ltd/2023.md) — 128
- [INTEGRITY CAR CARE PTY. LTD.](/licensee/integrity-car-care-pty-ltd/2023.md) — 190
- [AUTO & GENERAL SERVICES PTY LTD](/licensee/auto-general-services-pty-ltd/2023.md) — 248
- [WHITBREAD ASSOCIATES PTY. LTD.](/licensee/whitbread-associates-pty-ltd/2023.md) — 229
- [REGIS LICENSING PTY LTD](/licensee/regis-licensing-pty-ltd/2023.md) — 126
- [COWDEN (VIC) PTY LTD](/licensee/cowden-vic-pty-ltd/2023.md) — 99

### AKUMIN FINANCIAL PLANNING PTY LIMITED in other years

- [2024](/licensee/akumin-financial-planning-pty-limited/2024.md) — 105
- [2022](/licensee/akumin-financial-planning-pty-limited/2022.md) — 151
- [2021](/licensee/akumin-financial-planning-pty-limited/2021.md) — 347
- [2020](/licensee/akumin-financial-planning-pty-limited/2020.md) — 605
- [2019](/licensee/akumin-financial-planning-pty-limited/2019.md) — 374
- [2018](/licensee/akumin-financial-planning-pty-limited/2018.md) — 345
- [2017](/licensee/akumin-financial-planning-pty-limited/2017.md) — 399
- [2016](/licensee/akumin-financial-planning-pty-limited/2016.md) — 398
- [2015](/licensee/akumin-financial-planning-pty-limited/2015.md) — 402
- [2014](/licensee/akumin-financial-planning-pty-limited/2014.md) — 342
- [2013](/licensee/akumin-financial-planning-pty-limited/2013.md) — 334
- [2012](/licensee/akumin-financial-planning-pty-limited/2012.md) — 229
- [2011](/licensee/akumin-financial-planning-pty-limited/2011.md) — 268
- [2010](/licensee/akumin-financial-planning-pty-limited/2010.md) — 318
- [2009](/licensee/akumin-financial-planning-pty-limited/2009.md) — 206
- [2008](/licensee/akumin-financial-planning-pty-limited/2008.md) — 250
- [2007](/licensee/akumin-financial-planning-pty-limited/2007.md) — 245
- [2006](/licensee/akumin-financial-planning-pty-limited/2006.md) — 256
- [2005](/licensee/akumin-financial-planning-pty-limited/2005.md) — 233
- [2004](/licensee/akumin-financial-planning-pty-limited/2004.md) — 339

### Money lost after advice you were given?

92 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).

---

Página: https://afs-rep.pages.dev/licensee/akumin-financial-planning-pty-limited/2023/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19