Authorised representatives of ALTERIS FINANCIAL GROUP PTY LTD
56 people and firms have been authorised to act for ALTERIS FINANCIAL GROUP PTY LTD under AFS licence 402370 — the 331st largest of the 332 licensees with a page here. 22 of those authorisations are current; 38 have ended.
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, ALTERIS FINANCIAL GROUP PTY LTD is usually the name that goes on the complaint, not theirs.
43 of the 56 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 402370 · ABN/ACN 59133479115 · licensed since 01/07/2011 · New South Wales
Representatives of ALTERIS FINANCIAL GROUP PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| AFFINITY ACCOUNTING SERVICES PTY. LIMITED | 001250913 | 01/12/2016 | 21/03/2017 | Ceased |
| ALTERIS FINANCIAL BRISBANE PTY LTD | 000285894 | 30/06/2017 | 31/08/2023 | Ceased |
| ALTERIS LIFESTYLE CARE BRISBANE PTY LTD | 001255959 | 30/06/2017 | — | Current |
| ALTERIS LIFESTYLE CARE SYDNEY PTY LTD | 000458500 | 22/05/2014 | — | Current |
| Atkinson, Amy Orme | 001235897 | 11/01/2021 | — | Current |
| BATTY, BRONWEN | 000308885 | 01/11/2021 | — | Current |
| BECKFORD, JAMES CHARLES | 000319688 | 01/03/2012 | 29/07/2014 | Ceased |
| Bailey, Sean | 001009396 | 01/07/2024 | — | Current |
| Biviano, Andrew Angelo | 001271067 | 10/12/2018 | — | Current |
| Briggs, Tracey Elizabeth | 001268173 | 02/06/2025 | — | Current |
| CLARKE, JILLIAN MARY | 000320784 | 16/10/2017 | 15/01/2025 | Ceased |
| CRAVEN, ROBERT GEORGE CRONIN | 000247622 | 22/05/2014 | 29/06/2020 | Ceased |
| CULVER, JEREMY | 000236034 | 29/03/2019 | 31/03/2021 | Ceased |
| Carter, Suzanne | 001257223 | 28/07/2017 | 30/08/2019 | Ceased |
| Chau, Irene | 001006313 | 23/02/2026 | — | Current |
| Chopra, Uday | 001005904 | 19/11/2021 | 02/06/2023 | Ceased |
| DUFFY, MICHAEL | 000249113 | 21/07/2025 | — | Current |
| Dixon, Danielle Lee | 001005747 | 22/06/2015 | 28/10/2022 | Ceased |
| FERNANDES, GABRIEL | 001002824 | 21/07/2025 | — | Current |
| FRENCH, DAVID MCKAY | 000299840 | 01/07/2026 | — | Current |
| Foan, Rhys John | 001004340 | 01/07/2024 | — | Current |
| GLEESON, GARY FRANCIS | 000263077 | 02/06/2025 | — | Current |
| GRAHAM, BENJAMIN GILBERT | 000342162 | 17/07/2015 | — | Current |
| George, Hilary | 001007559 | 13/07/2015 | 22/08/2016 | Ceased |
| Gleeson, Patrick Kevin | 001005763 | 07/11/2016 | 11/01/2022 | Ceased |
| HOCKING, PAUL CLIFFORD | 000247484 | 30/06/2017 | 30/04/2021 | Ceased |
| Halse, Amanda Renee | 001263401 | 18/04/2018 | 17/06/2021 | Ceased |
| Hocking, Benjamin Paul Hedley | 001266929 | 20/08/2018 | 30/06/2020 | Ceased |
| Jones, Keith | 001005742 | 07/07/2025 | — | Current |
| KENNEDY, SHARON DIANE | 000429100 | 30/06/2017 | 26/02/2021 | Ceased |
| KING, JAXON LEE | 000435782 | 25/07/2022 | 18/12/2024 | Ceased |
| KULENDRAN, SULOCHANA | 000306755 | 28/05/2018 | 19/04/2024 | Ceased |
| Kataria, Nitin | 001004211 | 19/11/2021 | 09/12/2022 | Ceased |
| Kataria, Nitin | 001004211 | 10/12/2022 | 02/06/2023 | Ceased |
| LUI, SANDY YEE-NGA | 000313687 | 02/09/2019 | 26/04/2024 | Ceased |
| Lynch, Brent Andrew | 001000737 | 21/08/2023 | 06/12/2024 | Ceased |
| MCGUIRK, BRADLEY PETER | 000245051 | 01/02/2019 | 20/11/2019 | Ceased |
| MCGUIRK, BRADLEY PETER | 000245051 | 21/11/2019 | 29/06/2020 | Ceased |
| McGarry, Tamsin Johanna | 001270944 | 02/09/2019 | 17/06/2021 | Ceased |
| McGregor, Allan John | 001269922 | 02/06/2025 | — | Current |
| Mendl, KERRI-LYN | 001004087 | 29/03/2019 | — | Current |
| NOTHLING, CHRISTO MARK | 000443204 | 17/02/2017 | 28/01/2022 | Ceased |
| O'BRIEN, ALEXANDER RHYS | 000416382 | 06/07/2020 | — | Current |
| O'LEARY, DANIEL | 000340288 | 07/11/2016 | 31/12/2021 | Ceased |
| O'LEARY, DANIEL | 000340288 | 01/01/2022 | — | Current |
| O'Reilly, Gregory | 001272739 | 07/03/2022 | — | Current |
| O'SULLIVAN, BRENDON D | 000247608 | 30/06/2017 | 02/06/2022 | Ceased |
| PEARS, ANTHONY JAMES | 000249727 | 03/02/2025 | 24/04/2026 | Ceased |
| ROBSON, LUKE KENNETH | 000466141 | 30/06/2017 | 25/01/2018 | Ceased |
| SATILL, TREVOR | 000245186 | 01/02/2019 | 20/11/2019 | Ceased |
| SATILL, TREVOR | 000245186 | 21/11/2019 | 29/06/2020 | Ceased |
| SLAVIN, FIONA LYNETTE | 000276227 | 01/09/2015 | 17/06/2021 | Ceased |
| SWANBOROUGH, DONALD | 000388734 | 22/05/2014 | 30/08/2019 | Ceased |
| Sellers, David John | 001294725 | 07/11/2022 | — | Current |
| Sutherland, David Keith | 001250914 | 01/12/2016 | 21/03/2017 | Ceased |
| Tan, Jiaying | 001256930 | 28/07/2017 | 09/03/2021 | Ceased |
| Tyler, Ronald | 001242841 | 24/05/2022 | — | Current |
| Whalley, Elizabeth May | 001297699 | 02/06/2025 | 29/06/2026 | Ceased |
| Williamson, Evan James | 001285348 | 16/05/2022 | 19/07/2024 | Ceased |
| Zahra, John Justin | 001299014 | 01/07/2024 | 27/01/2025 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 2 | 3.3% |
| 2025 | 2 | 3.3% |
| 2024 | 5 | 8.3% |
| 2023 | 3 | 5.0% |
| 2022 | 5 | 8.3% |
| 2021 | 8 | 13.3% |
| 2020 | 4 | 6.7% |
| 2019 | 4 | 6.7% |
| 2018 | 1 | 1.7% |
| 2017 | 2 | 3.3% |
| 2016 | 1 | 1.7% |
| 2014 | 1 | 1.7% |
Licensees of a similar size
- CUTCHER & NEALE FINANCIAL SERVICES PTY LTD — 64
- GALLAGHER BENEFIT SERVICES PTY LTD — 64
- ONE INVESTMENT ADMINISTRATION LTD — 63
- MORGANS FINANCIAL PLANNING PTY LIMITED — 63
- AUSTRALASIA FINANCIAL SERVICES PTY LTD — 63
- WHOLESALE SECURITIES PTY LTD — 63
- SUPERTRAC PTY LTD — 63
- BONGIORNO FINANCIAL ADVISERS PTY LTD — 62
- ISELECT LIFE PTY LTD — 62
- QUALITAS SECURITIES PTY LTD — 62
- THE LUNAR GROUP PTY LIMITED — 62
- ADVISER SOLUTIONS GROUP PTY LTD — 62
- BAKER YOUNG LIMITED — 61
- ANADARA CAPITAL PTY LTD — 61
- TWD LICENSEE SERVICES PTY LTD — 60
Money lost after advice you were given?
60 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.