Authorisations by AKUMIN FINANCIAL PLANNING PTY LIMITED that ended in 2024
105 of the 6,906 authorisations granted by AKUMIN FINANCIAL PLANNING PTY LIMITED ended during 2024 — 1.5% of its record, and 1.0% of everything that ended in Australia that year.
105ended in 2024
1.5%share of AKUMIN FINANCIAL
1.0%share of 2024
76also 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 2024
The 105 that ended in 2024
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| APFS MELBOURNE 1 PTY LIMITED | 001281900 | 28/05/2020 | 01/11/2024 | Ceased |
| ASHER, KHYATI | 000403256 | 13/04/2011 | 28/06/2024 | Ceased |
| BAKER, SCOTT | 000437241 | 09/04/2013 | 26/04/2024 | Ceased |
| BARLOW, CALVIN | 000415498 | 16/12/2011 | 01/11/2024 | Ceased |
| BYRN, NATHAN | 000403487 | 13/04/2011 | 28/06/2024 | Ceased |
| Bailey, Sean | 001009396 | 25/08/2022 | 10/04/2024 | Ceased |
| Bakhurst, Samantha Michaela | 001301732 | 13/11/2023 | 01/11/2024 | Ceased |
| CHARALAMBOUS, STEPHEN ANDREW | 000450131 | 11/12/2013 | 01/11/2024 | Ceased |
| COOPER, BRETT | 001002792 | 03/07/2020 | 20/03/2024 | Ceased |
| CRONIN, MATTHEW KEVIN | 000249676 | 01/01/2004 | 01/03/2024 | Ceased |
| CROWLEY, MICHAEL LAWRENCE | 000248036 | 01/01/2004 | 16/04/2024 | Ceased |
| CUMMINS, ERICA JOAN | 000437117 | 21/04/2017 | 17/07/2024 | Ceased |
| Campbell, Aaron Lee | 001293532 | 22/08/2022 | 26/04/2024 | Ceased |
| Capp, Simon Gavan Sandy | 001260022 | 22/11/2017 | 31/10/2024 | Ceased |
| Carey, Jenna Louise | 001270275 | 04/12/2018 | 01/11/2024 | Ceased |
| D'Agostino, Rory Patrick | 001236699 | 28/10/2015 | 01/11/2024 | Ceased |
| DALY, ANTHONY JOHN | 000282805 | 01/12/2004 | 31/08/2024 | Ceased |
| DANG, CHRISTINE | 000458780 | 07/05/2021 | 02/05/2024 | Ceased |
| DENARO, ANTHONY DAVID | 000405214 | 25/05/2011 | 02/04/2024 | Ceased |
| DINSDALE-SCANLON, ANDREW Roy | 000407698 | 31/03/2022 | 01/11/2024 | Ceased |
| DOWNIE, KARYN | 000302492 | 18/12/2019 | 28/06/2024 | Ceased |
| Durran, Che Wylie | 001305293 | 21/03/2024 | 13/09/2024 | Ceased |
| EDWARDS, MICHAEL LEONARD | 000248787 | 01/01/2004 | 20/09/2024 | Ceased |
| Ereaut, Simon John | 001257175 | 21/04/2021 | 07/06/2024 | Ceased |
| FINANCIAL MANAGEMENT SOLUTIONS PTY LTD | 000288494 | 16/05/2005 | 28/06/2024 | Ceased |
| FITZGERALD, LISA | 000318035 | 20/07/2015 | 01/03/2024 | Ceased |
| FOLEY, BRENDAN FRANCIS | 000250449 | 07/08/2020 | 30/06/2024 | Ceased |
| FRANCIS, TOBY ANDERSON | 000264216 | 10/10/2006 | 28/08/2024 | Ceased |
| FRASER WEALTH MANAGEMENT PTY LTD | 000408753 | 16/07/2011 | 02/12/2024 | Ceased |
| GARNER, GREGORY LEON | 000316794 | 22/08/2007 | 31/12/2024 | Ceased |
| GENERATION FINANCIAL PTY LTD | 000279738 | 30/08/2004 | 25/11/2024 | Ceased |
| GLEESON, GARY FRANCIS | 000263077 | 01/09/2023 | 29/02/2024 | Ceased |
| GOURLAY, RICHARD | 000348241 | 25/01/2022 | 11/10/2024 | Ceased |
| GRAHAM WEALTH PTY LTD | 000432481 | 14/12/2012 | 17/07/2024 | Ceased |
| GRAHAM, SHANE JOHN | 000319805 | 22/11/2007 | 17/07/2024 | Ceased |
| GROSSO, FRANK | 000248085 | 01/01/2004 | 15/08/2024 | Ceased |
| HANNAGAN BASSETT FINANCIAL SERVICES PTY LTD | 000279682 | 01/09/2004 | 04/12/2024 | Ceased |
| HARRIS, JASON | 000231631 | 25/03/2022 | 01/03/2024 | Ceased |
| HAYES, IAN DAVID | 000291953 | 16/08/2005 | 25/10/2024 | Ceased |
| HORNERY, CHRISTINE PATRICIA | 000248848 | 01/01/2004 | 28/06/2024 | Ceased |
| Halliday, Ethan Rory | 001298703 | 09/05/2023 | 26/04/2024 | Ceased |
| Harvey, Daniel Hugo | 001304468 | 09/02/2024 | 31/05/2024 | Ceased |
| Hewitt, Andrew Travis | 001262398 | 08/03/2022 | 23/05/2024 | Ceased |
| Hingston, Nicole Jane | 000458064 | 07/12/2016 | 01/11/2024 | Ceased |
| I.P. FINANCIAL ADVISERS PTY LTD | 001008122 | 08/05/2015 | 19/12/2024 | Ceased |
| ISAAC, SHEREEN | 000338270 | 18/06/2009 | 22/10/2024 | Ceased |
| ISAACS, JUSTIN | 000409925 | 16/08/2011 | 19/12/2024 | Ceased |
| JAMES, SCOTT DION | 000315455 | 18/07/2007 | 01/11/2024 | Ceased |
| JEFFREY, TODD | 000247955 | 01/01/2004 | 25/11/2024 | Ceased |
| JORDAN, DAMIEN ADRIAN | 000249674 | 01/01/2004 | 01/11/2024 | Ceased |
| JORDAN, TRISTAN | 000392552 | 13/12/2010 | 01/11/2024 | Ceased |
| Johnston, Zachary Thomas | 001271909 | 22/12/2021 | 24/05/2024 | Ceased |
| KELSEY, DAVID JOHN | 000249555 | 01/01/2004 | 01/03/2024 | Ceased |
| Kertcher, Sean Richard | 001242127 | 20/12/2019 | 04/04/2024 | Ceased |
| L & F GORDON FAMILY INVESTMENTS PTY LTD | 001233254 | 07/07/2015 | 18/01/2024 | Ceased |
| Larcombe, Marcus | 001271234 | 15/02/2021 | 29/11/2024 | Ceased |
| Lawrence, Rosemary Elisabeth | 001262844 | 21/03/2018 | 15/11/2024 | Ceased |
| MB WEALTH PTY LTD | 000437242 | 09/04/2013 | 26/04/2024 | Ceased |
| MCCORMACK FINANCIAL SERVICES PTY LTD | 000281820 | 28/10/2004 | 01/11/2024 | Ceased |
| MCCORMACK, GRANT | 000319338 | 07/11/2007 | 01/11/2024 | Ceased |
| MCCORMACK, RODNEY MARK | 000253203 | 01/01/2004 | 01/11/2024 | Ceased |
| MEZZASALMA, EMANUEL JOSEPH | 000249004 | 04/01/2004 | 20/12/2024 | Ceased |
| MILLAR, KERRY ANNE | 000343772 | 03/06/2022 | 20/03/2024 | Ceased |
| MOSTON, CRAIG GRAHAM | 000317227 | 03/09/2007 | 01/02/2024 | Ceased |
| MOUSTAKAS, HARRY | 000250907 | 26/05/2005 | 01/11/2024 | Ceased |
| MOXON, COURTENAY JAMES | 000343771 | 30/12/2009 | 28/08/2024 | Ceased |
| Manjusak, Nermin | 001290931 | 06/05/2022 | 01/11/2024 | Ceased |
| McGowen, Craig | 001007873 | 15/07/2019 | 18/07/2024 | Ceased |
| Middlebrook, Stephanie Therese | 001258590 | 27/09/2017 | 28/06/2024 | Ceased |
| Murray, Kayla Anne | 001270281 | 04/12/2018 | 10/10/2024 | Ceased |
| NAVPLAN FINANCIAL PTY. LTD. | 000402577 | 31/03/2011 | 28/08/2024 | Ceased |
| Nong, Patrick | 001241923 | 24/11/2017 | 14/11/2024 | Ceased |
| PROVISION WEALTH MANAGEMENT 1 PTY LTD | 001249514 | 08/11/2016 | 30/04/2024 | Ceased |
| PROVISION WEALTH MANAGEMENT PTY LTD | 000404047 | 29/04/2011 | 30/04/2024 | Ceased |
| Peterson, John | 001305900 | 08/04/2024 | 19/04/2024 | Ceased |
| Poric, Alan | 001263016 | 08/04/2020 | 26/06/2024 | Ceased |
| QUILA PTY. LIMITED | 000248707 | 01/01/2004 | 20/09/2024 | Ceased |
| ROZMIK INTERNATIONAL PTY. LTD. | 000248035 | 01/01/2004 | 16/04/2024 | Ceased |
| Richardson, Matthew | 001256375 | 08/06/2022 | 13/09/2024 | Ceased |
| Richardson, Thomas William | 001298982 | 02/05/2023 | 02/08/2024 | Ceased |
| Ridge, Venetia Yvonne | 001304096 | 15/01/2024 | 15/10/2024 | Ceased |
| Roberts, Mark | 001004639 | 20/11/2020 | 01/03/2024 | Ceased |
| Ryan, Tyler Matthew | 001266252 | 25/07/2018 | 20/09/2024 | Ceased |
| STEVENS, WAYNE STUART | 000248919 | 01/01/2004 | 01/11/2024 | Ceased |
| Sacchetti, Andrea Vincenzo | 001290905 | 10/05/2022 | 01/11/2024 | Ceased |
| Shears, Connor | 001295362 | 18/09/2023 | 31/05/2024 | Ceased |
| Smith, Brandon James Lee | 001298821 | 19/05/2023 | 25/01/2024 | Ceased |
| Smith, Timothy Carswell | 001273166 | 18/02/2020 | 31/10/2024 | Ceased |
| Spiroski, Dennis | 001249240 | 31/10/2016 | 01/11/2024 | Ceased |
| TAILORED LIFETIME SOLUTIONS PTY LTD | 000253098 | 01/01/2004 | 01/03/2024 | Ceased |
| TCA FINANCIAL PLANNERS PTY LTD | 000248254 | 01/01/2004 | 20/03/2024 | Ceased |
| THE MONEY COACHES AUSTRALIA PTY LTD | 001263294 | 13/04/2018 | 23/09/2024 | Ceased |
| TREEHOUSE FP PTY LTD | 001260021 | 22/11/2017 | 31/10/2024 | Ceased |
| Trinchera, Alexander Daniel | 001290996 | 16/03/2022 | 26/09/2024 | Ceased |
| WARDLE, BRADLEY | 000435421 | 22/04/2015 | 19/12/2024 | Ceased |
| WATTS, BENJAMIN JOHN | 000373449 | 22/07/2010 | 20/03/2024 | Ceased |
| WILKINSON, STEPHEN | 000322814 | 15/10/2012 | 24/06/2024 | Ceased |
| Wang, Xiao | 001294024 | 25/07/2022 | 20/12/2024 | Ceased |
| Watts, Leanne Louise | 001270074 | 30/11/2018 | 20/03/2024 | Ceased |
| Wei, Ji | 001260788 | 04/05/2018 | 22/03/2024 | Ceased |
| Weigl, Daniel Werner | 001267783 | 24/09/2018 | 04/12/2024 | Ceased |
| Withers, Katie June | 001269402 | 19/11/2018 | 28/06/2024 | Ceased |
| Yorke, William | 001004686 | 19/06/2020 | 06/08/2024 | Ceased |
| Yorston, Nicholas John | 001252870 | 15/03/2017 | 02/04/2024 | Ceased |
| ZANETTI, Damiano Rolando | 000412655 | 13/10/2011 | 08/05/2024 | Ceased |
Where they were authorised next
71 of these 105 were followed by another authorisation elsewhere; 34 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| BLACKCREST GROUP PTY LTD | 8 | 11.3% |
| COUNT FINANCIAL LIMITED | 7 | 9.9% |
| CHARTER FINANCIAL PLANNING LIMITED | 5 | 7.0% |
| INFOCUS SECURITIES AUSTRALIA PTY LTD | 5 | 7.0% |
| THE WEALTH EMPORIUM PTY LTD | 5 | 7.0% |
| BAKER ADVICE PTY LTD | 4 | 5.6% |
| ALEGRA WEALTH PTY LTD | 4 | 5.6% |
| CAPSTONE FINANCIAL PLANNING PTY LTD | 3 | 4.2% |
| TEMPLESTONE FINANCIAL SERVICES PTY LTD | 3 | 4.2% |
| licence 555906 | 3 | 4.2% |
| INSIGHT INVESTMENT SERVICES PTY LTD | 2 | 2.8% |
| PARAGEM PTY LIMITED | 2 | 2.8% |
| TREEHOUSE FP PTY LTD | 2 | 2.8% |
| AKUMIN FINANCIAL PLANNING PTY LIMITED | 2 | 2.8% |
| AWARE FINANCIAL SERVICES AUSTRALIA LIMITED | 1 | 1.4% |
| MONEYPLAN AUSTRALIA (M.P.) PTY. LTD. | 1 | 1.4% |
| SYNCHRON ADVICE PTY LTD | 1 | 1.4% |
| ALTERIS FINANCIAL GROUP PTY LTD | 1 | 1.4% |
Other licensees that lost representatives in 2024
- AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 1,405
- BENDIGO AND ADELAIDE BANK LIMITED — 482
- AUSTRALIAN WARRANTY NETWORK PTY LTD — 354
- COMMUNITY BROKER NETWORK PTY LTD — 128
- ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 95
- INSURANCE ADVISERNET AUSTRALIA PTY LIMITED — 102
- LFI GROUP PTY LTD — 801
- RESILIUM INSURANCE BROKING PTY LTD — 135
- INTEGRITY CAR CARE PTY. LTD. — 125
- VIRGINIA SURETY COMPANY, INC. — 127
- AUTO & GENERAL SERVICES PTY LTD — 318
AKUMIN FINANCIAL PLANNING PTY LIMITED in other years
- 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
- 2009 — 206
- 2008 — 250
- 2007 — 245
- 2006 — 256
- 2005 — 233
- 2004 — 339
Money lost after advice you were given?
105 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.