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.

92ended in 2023

1.3%share of AKUMIN FINANCIAL

0.8%share of 2023

67also 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 2023

The 92 that ended in 2023

AKUMIN FINANCIAL PLANNING PTY LIMITED, ended 2023, alphabetical
Representative	Number	From	To	Status
AKEROYD, BRENDAN JAMES	000316426	11/03/2011	01/02/2023	Ceased
AUSTIN, JACKIE ANNE	000432015	07/08/2017	25/08/2023	Ceased
BAKER, DENISE GLORIA	000445536	20/12/2019	17/08/2023	Ceased
BAYSIDE FINANCIAL PLANNERS PTY LTD	000322483	22/02/2008	21/02/2023	Ceased
BEN WATTS (FP) PTY LTD	000460075	18/06/2014	21/09/2023	Ceased
BRUSSEL, MICHAEL ANDREW	000442545	18/07/2013	10/03/2023	Ceased
CHILLER, BRAD KRISTIAN	000248041	01/01/2004	30/06/2023	Ceased
CHIN, KAR MUN	000332447	26/02/2020	30/06/2023	Ceased
CHOO, YIN CHIN	000404962	20/05/2011	08/09/2023	Ceased
COPELAND, GARRY DARRYL	000434739	20/02/2013	30/05/2023	Ceased
Chiswell, Gretel Alexandra	001268202	10/10/2018	09/03/2023	Ceased
Clarke, Telina Camille	000263921	03/05/2023	11/12/2023	Ceased
Coburn, Hayley	001007510	20/04/2015	05/05/2023	Ceased
Cover, Kaitlyn Maree	001298407	15/03/2023	19/09/2023	Ceased
DONATO, DAVID	000345511	09/03/2010	08/12/2023	Ceased
Dallas, Isabel	001269327	16/11/2018	06/04/2023	Ceased
Dunbabin, Samuel John Murdoch	001003423	13/08/2019	08/07/2023	Ceased
FAGAN, GRANT JOSEPH	000248359	01/01/2004	06/12/2023	Ceased
FITZPATRICK, PAUL	000320839	19/12/2007	18/07/2023	Ceased
FONG, LESLIE ROBERT	000249526	25/03/2021	30/09/2023	Ceased
Faustin, Nicolas	001263922	22/05/2019	15/03/2023	Ceased
GIBB, MICHAEL JOHN	000345948	31/10/2016	16/02/2023	Ceased
GIBBS, STEPHEN	000413815	14/11/2011	03/10/2023	Ceased
GREENBERG, DAVID	000454118	16/03/2020	02/06/2023	Ceased
Gomes Casanova, Fernando	000259605	01/01/2004	31/03/2023	Ceased
Gough, William Henry Bond	001295470	07/09/2022	27/04/2023	Ceased
Grapiglia, Timothy John	001270674	05/01/2023	21/08/2023	Ceased
Gusani, Dixa Vaibhav	001297315	20/02/2023	19/05/2023	Ceased
HAYSMAN FINANCIAL SERVICES PTY LTD	000247939	07/10/2022	08/03/2023	Ceased
HICKEY, ANDREW	000410616	31/08/2011	31/10/2023	Ceased
Hockley, Mitchell	001243678	03/06/2020	22/12/2023	Ceased
Holt, Alexander James Richard	001002565	09/06/2016	21/02/2023	Ceased
Horstman, Nicholas Christian	001233255	13/06/2023	13/10/2023	Ceased
ISBEL AGNESS PTY LTD	000415896	28/12/2011	17/03/2023	Ceased
IWEALTH GROUP PTY LTD	001282523	14/07/2020	30/03/2023	Ceased
JACKSON, WILLIAM	000448446	04/05/2020	28/02/2023	Ceased
JAXON KING (FP) PTY LTD	001234432	13/08/2015	21/09/2023	Ceased
JIMMY SON & ASSOCIATES PTY. LTD.	000248876	01/01/2004	04/04/2023	Ceased
Jacobs, Charissa-Lo	001265671	30/11/2020	07/07/2023	Ceased
KELLY, CHRISTOPHER	000296416	06/12/2005	26/09/2023	Ceased
KILVINGTON, SCOTT ANDREW	000248816	01/01/2004	30/03/2023	Ceased
Kieft, Rosemary Hannah Faith	001298578	17/03/2023	29/04/2023	Ceased
LAMI GROUP PTY LTD	001249263	31/10/2016	16/02/2023	Ceased
LANG, NOEL DOUGLAS	000341950	06/10/2010	03/10/2023	Ceased
LONG, SHAUN MICHAEL PHILIP	000322105	22/08/2022	09/08/2023	Ceased
MAJOR, GREGORY	000418038	28/02/2012	30/06/2023	Ceased
MALE, DESIREE	000327099	01/07/2008	15/08/2023	Ceased
MANNO, TONY	001003824	03/04/2020	18/08/2023	Ceased
MCLINDEN, FRANCIS JAMES	000249149	01/01/2004	30/09/2023	Ceased
MCRAE, DONALD ALEXANDER	000423683	25/06/2012	16/02/2023	Ceased
MENDIGORIN, EDWARD	000384347	27/06/2022	28/08/2023	Ceased
MIDELCA HOLDINGS PTY LTD	000249303	01/01/2004	31/03/2023	Ceased
MILLS, ELLIE PATRICE	001263260	20/07/2022	30/05/2023	Ceased
MURDICA, JOHN	000248314	01/01/2004	30/06/2023	Ceased
Masi, Damian Joseph	001259499	14/05/2018	31/10/2023	Ceased
McLachlan, Jackson Patrick	001288610	15/12/2021	30/03/2023	Ceased
Mogg, JENNIFER	000321037	31/12/2007	15/08/2023	Ceased
Murch, Daniel Martin	001243801	20/05/2019	26/06/2023	Ceased
NELSON, PAUL	000404773	16/05/2011	04/12/2023	Ceased
Newell, Anna Louise	001270374	05/12/2018	15/09/2023	Ceased
O'BRIEN, LIAM MICHAEL	000321968	06/02/2008	03/05/2023	Ceased
OTTO, LACHLAN	001003899	13/01/2022	21/08/2023	Ceased
Ohia, Tama Lawrence	001299353	27/06/2023	31/08/2023	Ceased
Palapathwala, Thaveesh Ranjeeva	001260572	17/12/2019	24/02/2023	Ceased
Palmer, Daniel James	001269806	27/11/2018	30/04/2023	Ceased
QUACH, CUONG	001003909	14/01/2022	20/07/2023	Ceased
REDGUM FINANCIAL PTY LTD	000401635	11/03/2011	01/02/2023	Ceased
ROBINSON, CLINTON PAUL	000247995	01/01/2004	17/03/2023	Ceased
Ritzau, Jonathon Bruce	001289218	27/01/2022	06/04/2023	Ceased
SEANAT INVESTMENTS PTY LTD	000344081	15/01/2010	31/03/2023	Ceased
SON, YU SANG	000248965	01/01/2004	04/04/2023	Ceased
SOVEREIGN WEALTH SOLUTIONS PTY LTD	000412332	06/10/2011	05/05/2023	Ceased
SPEARS, JASON	000259600	03/02/2004	21/02/2023	Ceased
SPENCER, SEAN ADRIAN	000344080	15/01/2010	31/03/2023	Ceased
SPRY, DANIEL JOHN ELFORD	000249391	01/01/2004	22/12/2023	Ceased
STANNARD, NICHOLAS	000340719	13/09/2011	08/12/2023	Ceased
STEPHEN BROOKE (FP) PTY LTD	000460081	18/06/2014	21/09/2023	Ceased
SXJ PTY LTD	000413550	08/11/2011	04/12/2023	Ceased
Spitzkowsky, Katherine	001269177	10/03/2022	13/09/2023	Ceased
Standing, Warren	001234969	19/09/2017	26/05/2023	Ceased
Stephen, David Joseph	000276175	14/05/2004	30/06/2023	Ceased
TEAGLE, ROHAN	000249370	01/01/2004	30/03/2023	Ceased
TODAY ADVICE PTY LTD	001253313	29/03/2017	16/02/2023	Ceased
TONY CASE (FP) PTY LTD	001275860	17/05/2019	21/09/2023	Ceased
U-FIRST FINANCIAL SOLUTIONS PTY LTD	000384541	06/10/2010	03/10/2023	Ceased
VAGO, ANDERSON	000298571	16/03/2017	17/05/2023	Ceased
VELEVSKI, GORAN	000455927	24/09/2019	03/02/2023	Ceased
VHM WEALTH PARTNERS PTY LTD	001239982	16/03/2017	17/05/2023	Ceased
WELSH, GREGORY J	000248648	01/01/2004	30/06/2023	Ceased
WEST, VENESA ISBEL AGNESS	000332086	28/12/2011	17/03/2023	Ceased
Woodward, Denise Jeanne	001269696	17/02/2023	16/06/2023	Ceased
ZONE FINANCIAL PTY LTD	001233104	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	6	10.7%
ALLIANCE WEALTH PTY LTD	6	10.7%
ZONE ADVISORY PTY LTD	3	5.4%
AKUMIN FINANCIAL PLANNING PTY LIMITED	2	3.6%
SYNCHRON ADVICE PTY LTD	2	3.6%
MORGANS FINANCIAL LIMITED	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	2	3.6%
WEALTH TODAY PTY LTD	2	3.6%
COMMUNITY BROKER NETWORK PTY LTD	2	3.6%
PSK ADVISORY SERVICES PTY LTD	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	1	1.8%
ACTUATE ALLIANCE SERVICES PTY LTD	1	1.8%

Other licensees that lost representatives in 2023

BENDIGO AND ADELAIDE BANK LIMITED — 674
ALLIANZ AUSTRALIA INSURANCE LIMITED — 133
COMMUNITY BROKER NETWORK PTY LTD — 128
ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 122
INSURANCE ADVISERNET AUSTRALIA PTY LIMITED — 115
LFI GROUP PTY LTD — 240
SYNCHRON ADVICE PTY LTD — 107
MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD — 118
RESILIUM INSURANCE BROKING PTY LTD — 128
INTEGRITY CAR CARE PTY. LTD. — 190
AUTO & GENERAL SERVICES PTY LTD — 248
WHITBREAD ASSOCIATES PTY. LTD. — 229
REGIS LICENSING PTY LTD — 126
COWDEN (VIC) PTY LTD — 99

AKUMIN FINANCIAL PLANNING PTY LIMITED in other years

2024 — 105
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
2009 — 206
2008 — 250
2007 — 245
2006 — 256
2005 — 233
2004 — 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.