Authorised representatives of APT WEALTH PARTNERS PTY LTD
66 people and firms have been authorised to act for APT WEALTH PARTNERS PTY LTD under AFS licence 436121 — the 303rd largest of the 332 licensees with a page here. 27 of those authorisations are current; 40 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, APT WEALTH PARTNERS PTY LTD is usually the name that goes on the complaint, not theirs.
46 of the 66 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 436121 · ABN/ACN 49159583847 · licensed since 09/04/2013 · New South Wales
Representatives of APT WEALTH PARTNERS PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| AJR FINANCIAL SERVICES PTY LTD | 000439295 | 20/05/2013 | — | Current |
| Ayres, Jakob Anthony | 001301157 | 10/01/2023 | — | Current |
| BARDZINSKI, MARK RICHARD | 000318692 | 01/06/2013 | — | Current |
| BRANDT, MICHAEL | 000337019 | 27/03/2017 | 30/06/2025 | Ceased |
| BURKE, PETER ROBERT | 000301476 | 15/07/2013 | 09/12/2013 | Ceased |
| Bajcarz, Adam | 001247402 | 08/05/2018 | 31/03/2019 | Ceased |
| Bellucci, Tamara | 001301809 | 17/02/2023 | 29/05/2024 | Ceased |
| Bellucci, Tamara | 001301809 | 14/03/2025 | — | Current |
| Benstead, Rohan | 001001580 | 28/08/2015 | 12/02/2018 | Ceased |
| CONDE, TIMOTHY DAVID | 000279334 | 01/06/2013 | — | Current |
| CULL, PAUL ANDREW | 000242246 | 09/12/2015 | 10/12/2021 | Ceased |
| Chen, Tarryn | 001322700 | 05/08/2026 | — | Current |
| D'Alesio, Frank | 001250877 | 14/12/2020 | — | Current |
| DAFF, MELITA | 000263925 | 01/06/2013 | 31/03/2019 | Ceased |
| DUNBAR, ANDREW THOMAS | 000326735 | 01/06/2013 | — | Current |
| DURPETTI, DANIELA | 000296345 | 01/06/2013 | 31/03/2019 | Ceased |
| Dunbar, Matthew James | 001003424 | 18/04/2017 | — | Current |
| FOSTER, PRESTON RANDALL | 000467622 | 27/11/2017 | 18/03/2026 | Ceased |
| GONZALES, SARAH | 000449408 | 06/05/2016 | 30/06/2026 | Ceased |
| GRIDLEY, MARCUS CHRISTOPHER | 000468818 | 17/11/2014 | 06/05/2015 | Ceased |
| Galenda, Joel David | 001319663 | 10/07/2026 | — | Current |
| Greig, Robert | 001234019 | 16/10/2017 | — | Current |
| HAN, LISA-ANNE | 000423160 | 07/07/2016 | — | Current |
| Haley, Lisa | 001000764 | 14/12/2020 | 02/04/2026 | Ceased |
| Heffernan, Michelle | 001000810 | 05/07/2021 | — | Current |
| JAMES, PETER | 000263960 | 01/06/2013 | 31/03/2019 | Ceased |
| JOHNSTON, SUZANNE | 000473164 | 29/03/2016 | 01/11/2023 | Ceased |
| KELLY, KIERAN | 000337155 | 06/05/2016 | 01/08/2016 | Ceased |
| Kalisperis, Daniel John-Nicholas | 001301196 | 10/01/2023 | — | Current |
| Kennedy, Michele Leigh | 001270779 | 05/07/2021 | 23/11/2021 | Ceased |
| LANCIANA, EMILY CHIARA | 000467972 | 05/02/2018 | — | Current |
| LEDDIN, JASON DEAN | 000344189 | 01/06/2013 | 22/12/2017 | Ceased |
| LEE, Anthony Tat Tung | 001301158 | 10/01/2023 | 05/02/2026 | Ceased |
| LIFE RISK SOLUTIONS PTY LTD | 000416888 | 28/07/2016 | 31/10/2019 | Ceased |
| LP FINANCIAL SOLUTIONS PTY LTD | 000446228 | 01/10/2013 | 30/12/2022 | Ceased |
| Lamvohee, Miguel Julian | 001008837 | 21/09/2021 | 13/03/2025 | Ceased |
| Leung, Warner | 001004248 | 24/01/2022 | 30/06/2026 | Ceased |
| MADDOCK, DAVID | 000301285 | 27/01/2015 | — | Current |
| MCGREGOR, JAMES | 000263977 | 01/06/2013 | 30/06/2026 | Ceased |
| MCLAREN, ANDREW | 000263978 | 01/06/2013 | 30/06/2015 | Ceased |
| MORAN, JOHN MICHAEL | 000287568 | 01/06/2013 | 30/06/2017 | Ceased |
| MORRIS, SUSAN JANET | 000452419 | 03/08/2026 | — | Current |
| McLaughlin, John | 001004984 | 12/08/2020 | — | Current |
| Moran, Sean | 001243324 | 21/05/2018 | — | Current |
| Mukaieva, Lenara | 001267784 | 24/09/2018 | 31/03/2019 | Ceased |
| NELLIGAN, JOHN | 000414524 | 01/06/2013 | 12/12/2014 | Ceased |
| Naranjilla, Denise Samantha Sun | 001252498 | 06/03/2017 | 19/09/2018 | Ceased |
| PACE, TRACEY | 000284919 | 20/01/2020 | — | Current |
| PERCIVAL, SHERIDAN ANNE | 000288296 | 19/12/2018 | 31/03/2019 | Ceased |
| PETERS, ANDREW GERARD | 000283514 | 20/01/2020 | 17/06/2020 | Ceased |
| PHILLIPS, CRAIG | 000334567 | 01/06/2013 | 11/09/2015 | Ceased |
| PREOBRAJENSKY, ELAINE | 000264010 | 01/06/2013 | 30/11/2018 | Ceased |
| Pudney, Rhett Charles | 001238677 | 18/01/2016 | 27/06/2025 | Ceased |
| ROWE, BRETT RAYMOND | 001006270 | 20/01/2020 | — | Current |
| RYAN, KELLIE LOUISE | 000342738 | 25/08/2016 | 31/03/2019 | Ceased |
| Reiter, Dermot Edward | 001236120 | 19/08/2024 | — | Current |
| SPILSTED, ADAM WILLIAM | 000341892 | 25/11/2014 | 05/12/2024 | Ceased |
| Santiago, Jessica | 001304364 | 03/07/2023 | — | Current |
| Simpson, Toby Robert | 001261052 | 03/04/2023 | — | Current |
| TATE-LOVERY, MICHELLE SHARON | 000235917 | 14/12/2020 | 01/03/2023 | Ceased |
| TONIAZZO, STEVEN | 000312704 | 01/06/2013 | — | Current |
| TRAVERS, BENJAMIN | 000239501 | 23/02/2015 | 11/12/2015 | Ceased |
| The Trustee for Moran Unit Trust | 001246040 | 02/08/2016 | 30/06/2017 | Ceased |
| VERSACE, JOHN STEVEN | 000425361 | 01/07/2014 | — | Current |
| WALKER, RYAN CARL | 000349955 | 12/11/2015 | 11/09/2017 | Ceased |
| Willis, Liam | 001235057 | 01/09/2015 | 10/02/2017 | Ceased |
| Wise, Elizabeth Amy | 001301195 | 10/01/2023 | — | Current |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 6 | 9.0% |
| 2025 | 3 | 4.5% |
| 2024 | 2 | 3.0% |
| 2023 | 2 | 3.0% |
| 2022 | 1 | 1.5% |
| 2021 | 2 | 3.0% |
| 2020 | 1 | 1.5% |
| 2019 | 8 | 11.9% |
| 2018 | 3 | 4.5% |
| 2017 | 5 | 7.5% |
| 2016 | 1 | 1.5% |
| 2015 | 4 | 6.0% |
| 2014 | 1 | 1.5% |
| 2013 | 1 | 1.5% |
Licensees of a similar size
- NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD — 69
- SANDFORD CAPITAL PTY LIMITED — 69
- FINEXIA SECURITIES LTD — 69
- GUARDIAN SECURITIES LIMITED — 68
- AUTO & GENERAL INSURANCE COMPANY LIMITED — 68
- TYRO PAYMENTS LIMITED — 68
- TRITON BROKING SERVICES (WA) PTY LTD — 67
- EP FINANCIAL SERVICES PTY LTD — 67
- 360 FARM AND REGIONAL PTY LTD — 66
- BARCLAY WELLS LTD — 66
- EML PAYMENT SOLUTIONS LIMITED — 66
- ENVA AUSTRALIA PTY LTD — 66
- CLIMATE FRIENDLY FINANCIAL SOLUTIONS PTY. LIMITED — 66
- WATERSHED DEALER SERVICES PTY LTD — 66
- TRILOGY GROUP AUSTRALIA PTY LTD — 65
Money lost after advice you were given?
67 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.