Authorised representatives of ALPHA INVESTMENT MANAGEMENT PTY LTD
261 people and firms have been authorised to act for ALPHA INVESTMENT MANAGEMENT PTY LTD under AFS licence 307379 — the 115th largest of the 332 licensees with a page here. 1 of those authorisations are current; 267 have ended.
268authorisations
1current
267ended
209also authorised elsewhere
2007first on record
Why the licensee is the name that matters
An authorised representative acts for a licensee. Under AFCA's rules a complaint about a representative is normally made against the licensee — so if you dealt with someone on this page, ALPHA INVESTMENT MANAGEMENT PTY LTD is usually the name that goes on the complaint, not theirs.
209 of the 261 representatives here have also been authorised by at least one other licensee. For those, the dates decide which licensee answers for which advice. How to read the dates.
AFS licence 307379 · ABN/ACN 13122381908 · licensed since 01/03/2007 · Queensland
Representatives of ALPHA INVESTMENT MANAGEMENT PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 2M FINANCIAL GROUP PTY LTD | 000432533 | 12/12/2012 | 19/12/2018 | Ceased |
| A W CHALK FAMILY TRUST & R P BURKE FAMILY TRUST & B J DAVIS FAMILY TRUST | 000437423 | 11/05/2011 | 30/07/2014 | Ceased |
| ACCESS PROSPERITY PTY LTD | 000463572 | 18/08/2014 | 19/02/2016 | Ceased |
| AIRCOIN FINANCIAL PTY LTD | 000334545 | 17/02/2009 | 04/11/2013 | Ceased |
| ALPHA ADVISERS GROUP PTY LTD | 000327545 | 04/07/2008 | 21/01/2013 | Ceased |
| ALPHA FUND MANAGERS PTY LTD | 000317342 | 29/09/2021 | — | Current |
| APS FINANCIAL PLANNING PTY. LTD. | 000305923 | 20/06/2014 | 12/02/2016 | Ceased |
| ASSET PROTECTION AND WEALTH CREATION ADVICE PTY LTD | 000462678 | 01/08/2014 | 19/02/2016 | Ceased |
| ASSOCIATED PROFESSIONAL ADVISERS PTY LTD | 000438418 | 19/07/2013 | 14/11/2016 | Ceased |
| BALDWIN, MARK WILLIAM | 000453785 | 19/02/2014 | 20/11/2015 | Ceased |
| BARNETT FINANCIAL PLANNING PTY LIMITED | 000297815 | 18/01/2012 | 26/07/2016 | Ceased |
| BARNETT, ADRIAN MICHAEL | 000353075 | 18/01/2012 | 26/07/2016 | Ceased |
| BARNETT, ALEXANDER DONALD | 000231011 | 18/01/2012 | 26/07/2016 | Ceased |
| BARR, LACHLAN ANDREWS | 000292304 | 13/03/2017 | 29/01/2019 | Ceased |
| BENJAMIN, FRANK KINGSLEY | 000242170 | 21/05/2013 | 18/08/2016 | Ceased |
| BENNETT, GLENN | 000402549 | 21/03/2011 | 13/09/2018 | Ceased |
| BHUIYAN, SUMYYA | 000460153 | 19/06/2014 | 20/01/2015 | Ceased |
| BLOOM ADVISORY GROUP PTY LTD | 000322376 | 20/02/2008 | 18/06/2013 | Ceased |
| BORNSTEIN, ABEL | 000263577 | 01/12/2008 | 29/04/2019 | Ceased |
| BOURNE, MAX | 000248304 | 13/02/2015 | 11/09/2015 | Ceased |
| BROWN, ANDREW VINCENT | 000441457 | 27/06/2013 | 04/02/2019 | Ceased |
| BRYANT, SUSAN ELIZABETH | 000401174 | 05/03/2013 | 18/10/2013 | Ceased |
| Boyd, Mark | 001260772 | 18/12/2017 | 06/08/2018 | Ceased |
| CAPITALWISE PTY LTD | 000420253 | 16/04/2012 | 15/08/2012 | Ceased |
| CHALK, ADAM WILLIAM | 000328434 | 11/05/2011 | 30/07/2014 | Ceased |
| CHAN & NAYLOR AUSTRALIA FINANCIAL PLANNING GOODWILL PTY LTD | 000379429 | 24/08/2010 | 13/06/2016 | Ceased |
| CHAN & NAYLOR AUSTRALIA FINANCIAL PLANNING OPERATING PTY LTD | 001242201 | 23/05/2016 | 31/12/2018 | Ceased |
| CHAN & NAYLOR FINANCIAL PLANNING PTY LTD | 000331168 | 06/10/2008 | 25/06/2015 | Ceased |
| CHAN & NAYLOR SOUTHERN FP PTY LTD | 000253776 | 07/01/2014 | 25/06/2015 | Ceased |
| CHAU, DENNIS | 000269066 | 27/03/2007 | 15/08/2012 | Ceased |
| CLEAR FINANCIAL SOLUTIONS PTY LTD | 000313229 | 04/01/2012 | 11/11/2016 | Ceased |
| COASTVIEW FINANCIAL PTY LTD | 001252804 | 13/03/2017 | 29/01/2019 | Ceased |
| Corbett, Daniel James | 001002093 | 03/08/2015 | 19/03/2019 | Ceased |
| Corcoran, Michael Peter | 001258801 | 06/10/2017 | 08/06/2018 | Ceased |
| D.W MCNEICE & A.R MCNEICE | 000429434 | 12/10/2012 | 15/09/2016 | Ceased |
| D.W. & A.R. MCNEICE PTY LTD | 001247840 | 15/09/2016 | 20/08/2018 | Ceased |
| DAHIYA, CINDY | 000275049 | 04/07/2008 | 21/01/2013 | Ceased |
| DAHIYA, DESHWANT | 000285493 | 09/07/2010 | 21/01/2013 | Ceased |
| DE RIDDER, JOHN | 000314368 | 31/07/2009 | 30/11/2010 | Ceased |
| DENG, FAI | 000438214 | 05/06/2015 | 11/03/2016 | Ceased |
| DI IORIO, DANIELE | 000304952 | 28/08/2009 | 01/06/2011 | Ceased |
| DINCH PTY LTD | 000300411 | 16/05/2010 | 19/10/2012 | Ceased |
| DIXON, LYN | 000270718 | 22/12/2015 | 13/08/2018 | Ceased |
| DMK GROUP PTY LTD | 000387509 | 01/11/2010 | 31/07/2015 | Ceased |
| DOBELL, BRUCE KENNETH | 000345530 | 26/03/2011 | 06/05/2016 | Ceased |
| DONATO, AMERICO | 000269176 | 24/03/2017 | 22/05/2017 | Ceased |
| DREAMCATCHER PLUS P PTY LTD | 000281362 | 01/12/2008 | 29/04/2019 | Ceased |
| EBSS CONSULTING SERVICES PTY LTD | 000402548 | 26/03/2011 | 06/05/2016 | Ceased |
| EDGAR, AMY LYNDAL | 000436579 | 01/03/2013 | 30/07/2014 | Ceased |
| ELKHEIR, HAZEM | 000466304 | 03/10/2014 | 21/03/2016 | Ceased |
| EPHESIANS PTY LTD | 000420252 | 16/04/2012 | 09/12/2014 | Ceased |
| EQUITY RESOURCE PTY LTD | 000312474 | 19/04/2007 | 31/12/2018 | Ceased |
| EZI PROTECT PTY LTD | 000399415 | 07/02/2011 | 10/02/2012 | Ceased |
| FABIAN, SIMON | 000404661 | 30/08/2013 | 19/10/2015 | Ceased |
| FERGUSON, HAMISH MACDOUGALL | 000292461 | 19/05/2008 | 02/07/2018 | Ceased |
| FIELDER-GILL, JOHN WILLIAM | 000325429 | 12/05/2008 | 30/04/2009 | Ceased |
| FINANCE FOR LIFE PTY LTD | 000342164 | 09/09/2011 | 16/04/2019 | Ceased |
| FISHER, LILIAN | 000436552 | 21/03/2013 | 18/04/2016 | Ceased |
| FMW FINANCIAL PLANNING PTY LIMITED | 000286866 | 19/04/2007 | 02/07/2012 | Ceased |
| FMW FINANCIAL PLANNING PTY LIMITED | 000286866 | 14/07/2012 | 20/04/2015 | Ceased |
| FNP SOLUTIONS PTY LTD | 000428286 | 19/09/2012 | 02/07/2018 | Ceased |
| FOSTER, TIMOTHY | 000303995 | 20/06/2014 | 12/02/2016 | Ceased |
| FRANCIS, JON | 000239752 | 03/03/2008 | 16/04/2019 | Ceased |
| FTSE INVESTMENTS PTY LIMITED | 000296648 | 07/01/2010 | 03/07/2017 | Ceased |
| FULL FINANCIAL ADVICE PTY LTD | 001234041 | 03/08/2015 | 19/03/2019 | Ceased |
| FUTUREWEALTH FINANCIAL PLANNING PTY LTD | 000408751 | 21/07/2011 | 25/02/2016 | Ceased |
| FUTURIS WEALTH MANAGEMENT PTY LTD | 000305628 | 28/08/2009 | 08/12/2014 | Ceased |
| GARDEN FINANCIAL SERVICES PTY LTD | 000343368 | 13/02/2015 | 18/11/2018 | Ceased |
| GARDEN, HAROLD JOHN | 000245941 | 13/02/2015 | 23/02/2017 | Ceased |
| GARDEN, KAYLEE AILSA | 000328656 | 13/02/2015 | 18/11/2018 | Ceased |
| GATEWAY FINANCIAL PLANNERS PTY. LTD. | 000466305 | 03/10/2014 | 12/04/2016 | Ceased |
| GHEDIA, HASMUKH GOVIND | 000284951 | 17/01/2008 | 26/03/2013 | Ceased |
| GILLAM, YVONNE | 000250994 | 07/02/2017 | 08/06/2018 | Ceased |
| GOLD, ALEXANDER | 000312715 | 17/02/2009 | 04/11/2013 | Ceased |
| GOVENDER, NEELAMAGAN | 000343245 | 27/05/2013 | 01/06/2016 | Ceased |
| GRAHN, MARCUS ADAM | 000428021 | 13/09/2012 | 02/04/2015 | Ceased |
| HAERTSCH & HAERTSCH PTY LIMITED | 000420790 | 23/04/2012 | 27/11/2012 | Ceased |
| HAERTSCH, MARTYN | 000420791 | 23/04/2012 | 13/09/2012 | Ceased |
| HANNA, MARIA | 000460199 | 19/06/2014 | 20/01/2015 | Ceased |
| HANNES, TIMOTHY | 000443868 | 24/08/2015 | 14/03/2016 | Ceased |
| HASIB, AMANDA | 000280498 | 02/05/2011 | 31/12/2018 | Ceased |
| HASIB, DAVID | 000231054 | 27/03/2007 | 31/12/2018 | Ceased |
| HASLAM, BRIAN | 000341340 | 28/09/2009 | 24/06/2010 | Ceased |
| HATZIGEORGIADIS, PAUL | 000238800 | 09/01/2012 | 01/03/2017 | Ceased |
| HEARN, DAMIAN | 000462679 | 04/08/2014 | 20/05/2016 | Ceased |
| HEPWORTH CAPITAL MANAGEMENT PTY LTD | 000278400 | 01/01/2013 | 22/11/2018 | Ceased |
| HODGE, MEGAN | 000426693 | 21/08/2012 | 11/04/2013 | Ceased |
| HONEYMAN, RACHELLE | 000413437 | 04/11/2011 | 17/10/2012 | Ceased |
| HORN, JANE | 000289483 | 26/02/2008 | 05/12/2011 | Ceased |
| HORSFIELD, PETER JOHN SAMUEL | 000282867 | 19/04/2007 | 02/07/2012 | Ceased |
| HORSFIELD, PETER JOHN SAMUEL | 000282867 | 14/07/2012 | 20/04/2015 | Ceased |
| HORSFIELD, ROSALIND | 000326600 | 12/06/2008 | 28/02/2011 | Ceased |
| INFOCUS FINANCIAL PLANNING PTY LTD | 001232726 | 01/04/2016 | 08/06/2018 | Ceased |
| INTEGRAL WEALTH FINANCIAL PLANNING PTY. LTD. | 000467192 | 17/10/2014 | 24/02/2015 | Ceased |
| INTEGRAL WEALTH PTY. LTD. | 000408176 | 23/03/2012 | 17/10/2014 | Ceased |
| INVESTORSMART PTY LTD | 000468195 | 23/02/2015 | 13/05/2016 | Ceased |
| JENNINGS, KENNETH | 000234857 | 27/03/2007 | 03/06/2009 | Ceased |
| JOHN F JONES PTY LTD | 000423035 | 12/06/2012 | 22/09/2016 | Ceased |
| JOHNSTON, LEIGH ANN | 000279808 | 26/07/2017 | 02/07/2018 | Ceased |
| JONES, AILEEN MARY | 000436662 | 25/03/2013 | 26/02/2014 | Ceased |
| JONES, JOHN FREDERICK | 000244943 | 12/06/2012 | 22/09/2016 | Ceased |
| JUDD, ADRIAN T | 000243207 | 12/04/2016 | 17/05/2017 | Ceased |
| KALOUDIS, JAMES | 000231060 | 27/03/2007 | 02/04/2017 | Ceased |
| KALOUDIS, JAMES | 000231060 | 03/04/2017 | 10/01/2019 | Ceased |
| KASANCZUK, STEPHAN ALEXANDER | 000436580 | 01/03/2013 | 01/03/2013 | Ceased |
| KEAVNEY, DAVID MACKENZIE | 000303311 | 28/07/2008 | 31/07/2015 | Ceased |
| KELLY, GEOFFREY NEIL | 000283295 | 28/05/2007 | 24/10/2014 | Ceased |
| KERSHAW, TAMMY MARIE | 000307327 | 07/08/2008 | 14/11/2008 | Ceased |
| KHAN, MUSHTAQ | 000423028 | 23/02/2015 | 14/03/2016 | Ceased |
| KING, DAVID JOHN | 000311100 | 09/02/2014 | 01/09/2017 | Ceased |
| KONTOMINAS, ROSS | 000332752 | 22/02/2013 | 06/08/2018 | Ceased |
| KWEALTH AUSTRALIA PTY LTD | 000410845 | 29/08/2011 | 07/05/2014 | Ceased |
| Kondratenko, Nickolas | 001009452 | 05/06/2015 | 11/03/2016 | Ceased |
| LAL, ANIL | 000267674 | 28/01/2015 | 19/12/2018 | Ceased |
| LARBY, PAUL MARTIN | 000254366 | 20/11/2009 | 17/09/2018 | Ceased |
| LIFE INSURANCE CONCEPTS PTY LTD | 000318625 | 20/03/2012 | 20/05/2013 | Ceased |
| LIFECYCLE INSURANCE ADVISERS PTY LIMITED | 000287411 | 29/09/2010 | 03/07/2017 | Ceased |
| LIGHTHOUSE FINANCIAL ADVISERS PTY LIMITED | 000366947 | 09/07/2010 | 09/12/2018 | Ceased |
| LINCO, DAVID SAMUEL | 000284156 | 26/11/2007 | 30/04/2009 | Ceased |
| LORD, DANIELLE | 000426453 | 15/08/2012 | 22/02/2013 | Ceased |
| LOTH, MICHAEL | 000263658 | 19/07/2013 | 14/11/2016 | Ceased |
| LOZADA FINANCIAL SERVICES PTY LTD | 000416524 | 10/01/2012 | 30/09/2017 | Ceased |
| LOZADA INVESTMENTS PTY LTD | 000317373 | 06/09/2007 | 10/01/2012 | Ceased |
| LOZADA, LOUIS | 000250398 | 06/09/2007 | 30/09/2017 | Ceased |
| MADAFIGLIO, GEOFFREY JAMES | 000246041 | 09/11/2010 | 06/04/2017 | Ceased |
| MAHONY, LUKE | 000453341 | 13/02/2014 | 24/06/2016 | Ceased |
| MAKARI, BAKOUS | 000304938 | 31/03/2010 | 02/12/2013 | Ceased |
| MAKUMBE, TENDAI | 000342412 | 05/11/2009 | 15/02/2010 | Ceased |
| MALCOLM, SCOTT DAVID | 000262368 | 15/04/2009 | 20/08/2018 | Ceased |
| MALIK, SHIVI | 000315237 | 11/02/2010 | 09/12/2018 | Ceased |
| MARIA WORTHINGTON PTY. LTD. | 001249150 | 27/10/2016 | 03/07/2018 | Ceased |
| MAUNSELL, GEOFFREY JAMES | 000253338 | 29/09/2010 | 16/04/2019 | Ceased |
| MCCANN, ROBERT JOHN | 000231069 | 19/04/2007 | 29/04/2016 | Ceased |
| MCDERMOTT, KEITH ROBERT | 000436354 | 18/03/2013 | 17/02/2014 | Ceased |
| MCGEE, JAMIE | 000409914 | 12/08/2011 | 08/06/2012 | Ceased |
| MCINTOSH, SUZANNE ELIZABETH | 000232265 | 16/04/2012 | 11/04/2013 | Ceased |
| MCNEICE, DAVID WARREN | 000274395 | 12/10/2012 | 20/08/2018 | Ceased |
| MEANS TO FINANCIAL SUCCESS PTY LTD | 000383568 | 09/02/2014 | 01/09/2017 | Ceased |
| MENZIES FINANCIAL PLANNING PTY. LTD. | 000411595 | 19/09/2011 | 06/04/2017 | Ceased |
| MERU SOLUTIONS PTY LTD | 001260888 | 22/12/2017 | 02/12/2018 | Ceased |
| MOISE, JUSTIN DAVID | 000249887 | 27/03/2007 | 06/07/2010 | Ceased |
| MOMIROVIC, VOJISLAV | 000408750 | 21/07/2011 | 25/02/2016 | Ceased |
| MONEY MECHANICS PTY. LTD. | 000336429 | 15/04/2009 | 20/08/2018 | Ceased |
| MOSAIC FINANCIAL GROUP PTY LTD | 000260833 | 16/09/2009 | 24/08/2010 | Ceased |
| MOSS, BRUCE CAMERON | 000384413 | 17/01/2011 | 21/12/2012 | Ceased |
| MUNN, ROBYN | 000288042 | 12/05/2008 | 28/02/2011 | Ceased |
| MURRAY, CYNTHIA BERNADETTE | 000286788 | 16/05/2010 | 06/02/2014 | Ceased |
| MY FINANCIAL LIFE PTY LTD | 000387510 | 09/11/2010 | 31/08/2018 | Ceased |
| Martin, Steven James | 001251188 | 02/05/2018 | 20/08/2018 | Ceased |
| Morrison, Carolyn | 001000788 | 07/03/2017 | 08/06/2018 | Ceased |
| NAGLE, DARRYL | 000425527 | 30/07/2012 | 02/12/2013 | Ceased |
| NAGLE, DARRYL | 000425527 | 14/02/2014 | 13/07/2015 | Ceased |
| NARAYAN, ALVIN | 000449473 | 28/11/2013 | 13/01/2016 | Ceased |
| NATIONAL FINANCIAL MEDICAL PRACTICE PTY LTD | 000398068 | 21/01/2011 | 16/04/2012 | Ceased |
| NELSON, CLIVE | 000231580 | 09/09/2011 | 18/04/2016 | Ceased |
| NEST EGG FINANCIAL PLANNING PTY. LIMITED | 000441456 | 27/06/2013 | 04/02/2019 | Ceased |
| NETLIFE PTY LTD | 000343916 | 03/05/2010 | 17/10/2011 | Ceased |
| O'KEEFE, TAMMIANNE MAREE | 000245117 | 13/06/2012 | 07/07/2017 | Ceased |
| O'ROURKE, LAURIE NEVILLE | 000263450 | 19/07/2013 | 13/11/2014 | Ceased |
| ORBIT ADVICE PTY LTD | 001257280 | 10/08/2017 | 31/12/2018 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2025 | 1 | 0.4% |
| 2019 | 15 | 5.6% |
| 2018 | 65 | 24.3% |
| 2017 | 23 | 8.6% |
| 2016 | 49 | 18.3% |
| 2015 | 27 | 10.1% |
| 2014 | 17 | 6.3% |
| 2013 | 20 | 7.5% |
| 2012 | 20 | 7.5% |
| 2011 | 11 | 4.1% |
| 2010 | 13 | 4.9% |
| 2009 | 5 | 1.9% |
| 2008 | 1 | 0.4% |
Licensees of a similar size
- SPHERE INSURANCE GROUP PTY LTD — 305
- INSIGHT INVESTMENT SERVICES PTY LTD — 294
- MSC ADVISORY PTY LTD — 291
- LIONSGATE FINANCIAL GROUP PTY. LTD. — 282
- THE HOLLARD INSURANCE COMPANY PTY LTD — 280
- COWDEN (VIC) PTY LTD — 278
- PENINSULA MUTUAL LIMITED — 275
- PETPLAN AUSTRALASIA PTY LTD — 268
- RACV INSURANCE SERVICES PTY LTD — 257
- CANACCORD GENUITY FINANCIAL LIMITED — 256
- CONSILIUM ADVICE PTY LTD — 255
- PGW FINANCIAL SERVICES PTY LTD — 253
- BOMBORA ADVICE PTY LTD — 253
- COMMONWEALTH FINANCIAL PLANNING LIMITED — 243
- CHUISAVER UNDERWRITING AGENCY PTY LTD — 243
Money lost after advice you were given?
268 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.