Authorised representatives of CHARTER FINANCIAL PLANNING LIMITED
3,408 people and firms have been authorised to act for CHARTER FINANCIAL PLANNING LIMITED under AFS licence 234665 — the 11th largest of the 332 licensees with a page here. 334 of those authorisations are current; 3,262 have ended.
3,596authorisations
334current
3,262ended
2,364also authorised elsewhere
2001first 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, CHARTER FINANCIAL PLANNING LIMITED is usually the name that goes on the complaint, not theirs.
2,364 of the 3,408 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 234665 · ABN/ACN 35002976294 · licensed since 01/01/2004 · New South Wales
Representatives of CHARTER FINANCIAL PLANNING LIMITED
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 1300 INSURANCE PTY. LTD. | 000327609 | 17/09/2012 | 02/07/2013 | Ceased |
| 1ST WEALTH SERVICES PTY LTD | 001248263 | 28/09/2016 | 11/12/2020 | Ceased |
| 3 WISHEZ PTY LTD | 000432279 | 18/12/2012 | 13/08/2021 | Ceased |
| 44 ADELAIDE ROAD PTY LTD | 001237618 | 02/12/2015 | 28/06/2019 | Ceased |
| A & KING PTY LTD | 001236704 | 28/10/2015 | 05/10/2020 | Ceased |
| A & T FINANCIAL SERVICES PTY. LTD. | 000428521 | 25/09/2012 | 01/01/2016 | Ceased |
| A BETTER WAY FINANCIAL PARTNERS PTY LTD | 001314743 | 11/04/2025 | — | Current |
| A J & K DELLA PTY LTD | 000257456 | 25/09/2012 | 16/12/2019 | Ceased |
| A.C.N. 096 925 825 PTY LTD | 000290376 | 31/03/2015 | 30/06/2019 | Ceased |
| A.C.N. 099 995 187 PTY LTD. | 000323060 | 11/03/2008 | 27/09/2018 | Ceased |
| A.C.N. 102 479 336 PTY LTD | 000250130 | 01/01/2004 | 20/09/2005 | Ceased |
| AASLUND, JACOB | 000324081 | 21/06/2013 | 29/02/2024 | Ceased |
| AASLUND, JACOB | 000324081 | 19/12/2024 | — | Current |
| AB WEALTH PTY LTD | 001258661 | 02/10/2017 | — | Current |
| ABBOTT, WARWICK STEVEN | 001004158 | 07/10/2019 | 29/11/2022 | Ceased |
| ABELA, TYRONE C | 000463062 | 15/03/2016 | 17/11/2016 | Ceased |
| ABEYASINGHE, ALEXIS VIMARSHANA TARINDRA | 000447680 | 22/10/2013 | 17/06/2014 | Ceased |
| ABILITY ONE FINANCIAL MANAGEMENT PTY LTD | 000424654 | 10/07/2012 | 12/05/2014 | Ceased |
| ABILITY ONE PTY LTD | 000250142 | 01/01/2004 | 24/02/2020 | Ceased |
| ABILITY ONE PTY LTD | 000250142 | 20/03/2020 | — | Current |
| ABOUND FINANCIAL & LIFESTYLE PLANNING PTY LTD | 000429970 | 25/10/2012 | — | Current |
| ABRAMOFF, ALEXANDER | 000459942 | 17/06/2014 | 10/06/2016 | Ceased |
| ACCADIA, Matteo | 000250477 | 28/05/2012 | 17/12/2012 | Ceased |
| ACM WEALTH PLANNING PTY LTD | 000428523 | 25/09/2012 | 03/06/2020 | Ceased |
| ACN 051 218 109 PTY LTD | 000422711 | 05/06/2012 | 02/04/2015 | Ceased |
| ACTION ADVICE PTY. LTD. | 001237418 | 25/11/2015 | 11/04/2016 | Ceased |
| ACTIVE FINANCIAL PLANNING & INSURANCE PTY LTD | 000250154 | 01/01/2004 | 12/05/2009 | Ceased |
| ACTIVE FS PTY LTD | 000428524 | 25/09/2012 | 03/08/2020 | Ceased |
| ADAMS, CARROL LEONARA | 000249852 | 01/01/2004 | 30/05/2013 | Ceased |
| ADAMS, GARETH RYAN | 000319949 | 25/05/2017 | 07/12/2020 | Ceased |
| ADAMS, MICHAEL JAMES | 000283888 | 30/03/2006 | 19/07/2006 | Ceased |
| ADAMSON, ROBERT SPENCER | 000235934 | 17/08/2006 | 31/10/2007 | Ceased |
| ADDIS, ELIZABETH MARY | 000239696 | 29/04/2015 | 10/11/2016 | Ceased |
| ADDISON, GARRY JOHN | 000289993 | 31/01/2007 | 31/03/2026 | Ceased |
| ADKINS, JOHN WILLIAM | 000237632 | 22/07/2004 | 24/08/2005 | Ceased |
| ADKINS, PETER ANDREW | 000252752 | 31/08/2007 | 09/01/2019 | Ceased |
| ADVENT FINANCIAL GROUP PTY LTD | 000297745 | 17/07/2008 | 10/03/2009 | Ceased |
| ADVENTUREMENT PTY LTD | 000290908 | 31/03/2015 | 25/08/2021 | Ceased |
| ADVICE FOR LIFE PTY LTD | 000290204 | 02/11/2022 | — | Current |
| ADVICE SYSTEMS PTY LTD & PRATT FT PTY LTD | 000448727 | 06/05/2015 | 21/09/2018 | Ceased |
| ADVISORLINK FINANCIAL SERVICES PTY LTD | 000337904 | 02/06/2009 | 30/06/2011 | Ceased |
| ADVISORY PARTNERS FINANCIAL SERVICES PTY LTD | 000460097 | 18/06/2014 | 07/09/2017 | Ceased |
| ADVOCATE GROUP PTY LTD | 000273117 | 17/10/2006 | 19/01/2007 | Ceased |
| AFFLECK, WARRICK RANDALL | 000250553 | 03/09/2012 | 31/03/2021 | Ceased |
| AGOSTINELLI, JOHN | 000456680 | 16/04/2014 | 29/06/2016 | Ceased |
| AH FINANCIAL SERVICES PTY LIMITED | 001259212 | 23/10/2017 | 04/12/2019 | Ceased |
| AHEARN, ANTHONY GERARD | 000249776 | 01/01/2004 | 22/09/2006 | Ceased |
| AHMAD, RAAD | 000444434 | 29/08/2013 | — | Current |
| AIR, Christopher JACK | 000294743 | 06/12/2011 | 10/02/2020 | Ceased |
| AJP FINANCIAL PLANNING PTY LTD | 001266184 | 23/07/2018 | — | Current |
| AKUMIN SERVICES PTY LTD | 000324013 | 27/06/2013 | — | Current |
| AKUMIN SERVICES PTY LTD | 000324013 | 27/06/2014 | 27/06/2014 | Ceased |
| AKUMIN SERVICES PTY LTD | 000324013 | 12/08/2014 | 12/08/2014 | Ceased |
| AL-JABRI, ABDUL QADER MOHAMED JUMA | 000383914 | 20/02/2012 | 04/09/2015 | Ceased |
| ALAFACI, DAVID MARIO | 000236542 | 12/05/2010 | 02/07/2014 | Ceased |
| ALAFACI, DOMINIC ANTHONY | 000321866 | 04/02/2008 | 19/02/2014 | Ceased |
| ALBERT DELANY & ELLIOTT FINANCIAL SERVICES PTY LTD | 000251040 | 01/01/2004 | 11/05/2005 | Ceased |
| ALBRIGHTON, RAY | 000441067 | 24/06/2013 | 24/06/2013 | Ceased |
| ALBRIGHTON, RAYMOND | 000441069 | 24/06/2013 | 04/11/2017 | Ceased |
| ALDOUS, ADRIAN | 000431323 | 26/11/2012 | 28/06/2016 | Ceased |
| ALEXANDER, STEPHEN | 000390023 | 03/05/2012 | 30/04/2020 | Ceased |
| ALI, GRAEME | 000310619 | 22/02/2007 | 30/12/2016 | Ceased |
| ALI, NICHOLAS | 000267403 | 04/05/2007 | 21/04/2010 | Ceased |
| ALIGN FINANCIAL PLANNING PTY LTD | 001239918 | 07/03/2016 | 24/12/2019 | Ceased |
| ALILOVIC, MAREE | 000283487 | 30/12/2004 | 31/10/2005 | Ceased |
| ALL FINANCIAL SERVICES PTY LTD | 000253571 | 14/10/2011 | — | Current |
| ALLAM, PETER ROY | 000250680 | 01/01/2007 | 03/04/2023 | Ceased |
| ALLDAY, MAT | 000340290 | 01/06/2015 | — | Current |
| ALLEN, DAVID | 000249742 | 01/01/2004 | 24/11/2025 | Ceased |
| ALLEN, MICHAEL ROBERT | 000330716 | 06/10/2008 | 03/02/2021 | Ceased |
| ALLEN, SHIRALEE KATHLEEN | 000436817 | 24/10/2016 | 02/06/2017 | Ceased |
| ALLEN, WILLIAM KEVIN | 000250365 | 24/09/2012 | 21/03/2013 | Ceased |
| ALMAX FINANCIAL SERVICES PTY LTD | 001237319 | 20/11/2015 | 03/02/2018 | Ceased |
| ALMOND, PETER | 000354047 | 10/05/2010 | 19/02/2014 | Ceased |
| ALPHA FINANCIAL GROUP PTY LTD | 000259452 | 12/06/2012 | 21/08/2020 | Ceased |
| ALTONE DEVELOPMENTS PTY LTD | 000250155 | 01/01/2004 | 17/06/2024 | Ceased |
| ALTSCHWAGER, REX ANTHONY | 000238208 | 31/05/2012 | 30/06/2016 | Ceased |
| ALTUS EX GFS PTY LTD | 000428578 | 25/09/2012 | 13/05/2021 | Ceased |
| AMBROSE, DEREK ALLAN | 000243486 | 23/09/2005 | 28/02/2012 | Ceased |
| AMIOSJ PTY LTD | 001237751 | 07/12/2015 | 22/07/2019 | Ceased |
| ANDERSON, ALAN ALEXANDER | 000339201 | 16/07/2012 | 17/10/2013 | Ceased |
| ANDERSON, ANTHONY PATRICK | 000244633 | 20/12/2013 | 31/12/2016 | Ceased |
| ANDERSON, MARK JAMES | 001002928 | 26/03/2018 | 07/12/2020 | Ceased |
| ANDERSON, MICHAEL CHARLES | 000342805 | 14/05/2012 | — | Current |
| ANDERTON, PHILIP HENRY | 000250564 | 15/08/2006 | 06/12/2006 | Ceased |
| ANDREW TYNAN FINANCIAL PLANNING PTY LTD | 000290603 | 31/03/2015 | 16/03/2023 | Ceased |
| ANDREWS, ANNE-MARIE LINDA | 000287228 | 17/08/2009 | 09/05/2011 | Ceased |
| ANDREWS, LUKE | 000386589 | 07/11/2014 | 04/02/2025 | Ceased |
| ANFO GROUP PTY LTD | 000252507 | 01/01/2004 | 24/05/2005 | Ceased |
| ANGOVE, LYNDAL MICHELLE | 000239700 | 01/08/2007 | — | Current |
| ANNE CAVENAGH PTY LTD | 000290843 | 15/05/2015 | 01/10/2021 | Ceased |
| ANNOUNCER FINANCIAL PLANNING PTY LIMITED | 000441093 | 24/06/2013 | 04/11/2017 | Ceased |
| ANNOUNCER FINANCIAL PLANNING QUEENSLAND PTY LIMITED | 001243506 | 27/06/2016 | 04/11/2017 | Ceased |
| ANNOUNCER VICTORIA PTY LIMITED | 001238792 | 25/01/2016 | 12/09/2016 | Ceased |
| ANTHONY, KADE GLENN | 000413763 | 14/11/2011 | — | Current |
| ANTONIOU, VASILIOS TOM | 000398633 | 16/06/2015 | 21/10/2019 | Ceased |
| APOLLONIAS WEALTH MANAGEMENT PTY LTD | 001263632 | 30/04/2018 | 02/03/2020 | Ceased |
| ARBUCKLE, ERIN | 000283322 | 21/12/2004 | 21/08/2006 | Ceased |
| ARCHER, MATTHEW DAVID | 000329115 | 29/06/2012 | 07/08/2013 | Ceased |
| ARCHIBALD, WALTER IAN | 000274879 | 19/04/2004 | 11/05/2005 | Ceased |
| ARENA, CARLO | 000445607 | 17/09/2013 | 14/02/2017 | Ceased |
| ARENDSEN, HENDRIK ANTHONY | 000326044 | 29/04/2015 | 04/04/2018 | Ceased |
| ARENTZ, TYSON MICHAEL | 000463481 | 18/08/2014 | 15/06/2016 | Ceased |
| ARES WEALTH ADVICE PTY LIMITED | 000433863 | 01/02/2013 | 28/07/2020 | Ceased |
| ARGENTIS FINANCIAL PLANNING PTY. LTD. | 001234451 | 13/08/2015 | 16/07/2024 | Ceased |
| ARGENTIS FINANCIAL SERVICES PTY LTD | 000326728 | 17/06/2008 | 17/09/2018 | Ceased |
| ARICO, Leonardo | 000250780 | 15/08/2006 | — | Current |
| ARISEN, FIONA | 000283094 | 24/12/2007 | 10/08/2011 | Ceased |
| ARMILLARY FINANCIAL PLANNING PTY LTD | 000428526 | 25/09/2012 | 30/09/2019 | Ceased |
| ARMITAGE, RAYMOND | 000296381 | 06/12/2005 | 20/11/2006 | Ceased |
| ARMSTRONG, BENJAMIN KEITH | 000381115 | 01/05/2014 | 19/12/2023 | Ceased |
| ARMSTRONG, CRAIG WILLIAM | 000249751 | 01/01/2004 | 24/08/2009 | Ceased |
| ARMSTRONG, MATTHEW ALBERT | 000296051 | 06/05/2015 | 15/03/2019 | Ceased |
| ARNOLD, BYRON ERIC | 000249877 | 01/01/2004 | 09/03/2018 | Ceased |
| ARNOLD, MARY LOUISE | 000249886 | 01/01/2004 | 12/05/2005 | Ceased |
| ARNOLD-LEVY, STUART | 000432152 | 14/12/2012 | 24/06/2014 | Ceased |
| ARNOTT, JAMES | 000423823 | 27/06/2012 | 29/06/2016 | Ceased |
| ASCENDIA INVESTMENT MANAGERS PTY LTD | 000251037 | 01/01/2004 | 01/07/2008 | Ceased |
| ASHTON, ADRIAN | 001237036 | 10/11/2015 | 10/02/2016 | Ceased |
| ASHURST, SCOTT ANDREW | 000283419 | 23/12/2004 | 03/11/2006 | Ceased |
| ASPIRATIONS WEALTH GROUP PTY LTD | 000240481 | 29/04/2015 | 04/04/2018 | Ceased |
| ASPIRE2 WEALTH ADVISERS PTY LTD | 000322022 | 04/09/2015 | — | Current |
| ASPROPOTAMITIS, PAUL | 000249925 | 01/01/2004 | 01/05/2024 | Ceased |
| ASSURED FINANCIAL PARTNERS PTY. LTD. | 000442284 | 12/07/2013 | 15/07/2022 | Ceased |
| AT MITCHELL FAMILY TRUST | 000428551 | 25/09/2012 | 22/07/2016 | Ceased |
| ATANASOV, KOSTA | 000308860 | 11/10/2016 | 30/06/2017 | Ceased |
| ATKINS, BRENDAN MICHAEL | 000239701 | 30/03/2012 | 03/04/2013 | Ceased |
| ATKINSON, RODNEY DONALD | 000250388 | 08/09/2008 | 29/09/2009 | Ceased |
| ATTARD, PAUL NICHOLAS | 000250033 | 01/01/2004 | 22/08/2005 | Ceased |
| AUDET INVESTMENTS PTY LTD | 001283387 | 08/09/2020 | 01/03/2023 | Ceased |
| AUDET PTY LTD | 001000310 | 24/06/2015 | 08/09/2020 | Ceased |
| AUDET, PETER RODNEY | 000239328 | 24/06/2015 | — | Current |
| AUSTBROKERS COUNTRYWIDE LIFE PTY LTD | 000411053 | 01/06/2023 | — | Current |
| AUSTIN, DANIELLE LEE | 000298692 | 25/07/2006 | 15/01/2008 | Ceased |
| AUSTRALASIAN CONSULTING AND INVESTMENT PTY LTD | 000344167 | 20/01/2010 | 27/04/2010 | Ceased |
| AUSTRALIAN FINANCIAL FREEDOM PTY LTD | 000271817 | 28/07/2004 | 28/12/2006 | Ceased |
| AUSTRALIAN FINANCIAL PLANNING SOLUTIONS PTY LTD | 000315370 | 14/08/2012 | 25/05/2021 | Ceased |
| AUXILLIUM FINANCIAL SERVICES PTY LTD | 000464483 | 03/09/2014 | 03/12/2018 | Ceased |
| AVANES, JULIETTE | 000250789 | 24/05/2005 | 30/11/2021 | Ceased |
| AVERY, NEIL CLIFFORD | 000250439 | 05/09/2011 | 22/12/2016 | Ceased |
| AWJ PTY LTD | 000250143 | 01/01/2004 | 28/11/2011 | Ceased |
| AXTON, GEOFFREY | 000266708 | 10/05/2006 | — | Current |
| AYDON, ROBYN LESLEY | 000249882 | 01/01/2004 | 01/02/2006 | Ceased |
| AYRE, RICHARD BRIAN | 000250746 | 01/08/2007 | 05/05/2008 | Ceased |
| AZZOPARDI, MELISSA | 000407824 | 06/07/2011 | — | Current |
| Abbott, Bradley George | 001008696 | 27/05/2015 | 20/11/2015 | Ceased |
| Aburn, Colin William | 001236616 | 26/10/2015 | 08/05/2020 | Ceased |
| Ackland, Ross | 001238063 | 17/12/2015 | 20/12/2018 | Ceased |
| Adaszko, Rick | 001006205 | 02/05/2016 | 11/08/2017 | Ceased |
| Addison, Ryan John | 001236067 | 05/10/2015 | 25/06/2019 | Ceased |
| Addison, Ryan John | 001236067 | 26/11/2024 | 31/03/2026 | Ceased |
| Agresta, Dean Anthony | 001008472 | 25/07/2017 | 23/07/2018 | Ceased |
| Aitkins, Gavin James | 001007856 | 30/04/2015 | 16/08/2016 | Ceased |
| Alexander, Suzanne | 000458264 | 22/05/2014 | 12/02/2021 | Ceased |
| Allie, Connie Rose | 000413529 | 08/05/2020 | 30/06/2021 | Ceased |
| Alston, Andrew Mark | 001296690 | 25/11/2022 | — | Current |
| Andrews, Jordan Wallace Peter | 001007693 | 09/05/2022 | 30/06/2023 | Ceased |
| Appla, Christopher John | 001271202 | 12/04/2022 | — | Current |
| Armocida, Vincent | 001254545 | 11/05/2017 | — | Current |
| Attygalla, Rushan Manoj | 001258586 | 31/08/2018 | 01/04/2022 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 19 | 0.5% |
| 2025 | 76 | 2.1% |
| 2024 | 56 | 1.6% |
| 2023 | 56 | 1.6% |
| 2022 | 132 | 3.7% |
| 2021 | 150 | 4.2% |
| 2020 | 250 | 7.0% |
| 2019 | 198 | 5.5% |
| 2018 | 161 | 4.5% |
| 2017 | 225 | 6.3% |
| 2016 | 357 | 9.9% |
| 2015 | 167 | 4.6% |
| 2014 | 170 | 4.7% |
| 2013 | 139 | 3.9% |
| 2012 | 176 | 4.9% |
| 2011 | 129 | 3.6% |
| 2010 | 136 | 3.8% |
| 2009 | 140 | 3.9% |
| 2008 | 111 | 3.1% |
| 2007 | 80 | 2.2% |
| 2006 | 134 | 3.7% |
| 2005 | 102 | 2.8% |
| 2004 | 98 | 2.7% |
Licensees of a similar size
- AWP AUSTRALIA PTY LTD — 7,048
- AKUMIN FINANCIAL PLANNING PTY LIMITED — 6,906
- AUSTRALIAN WARRANTY NETWORK PTY LTD — 4,785
- COVER-MORE INSURANCE SERVICES PTY. LTD. — 4,573
- ALLIANZ AUSTRALIA INSURANCE LIMITED — 4,220
- CHUBB INSURANCE AUSTRALIA LTD — 3,957
- ARETE RISK & INSURANCE PARTNERS PTY LTD — 3,837
- COUNT FINANCIAL LIMITED — 3,731
- SQUARETRADE AUSTRALIA PTY LTD — 3,487
- COMMUNITY BROKER NETWORK PTY LTD — 3,315
- PROFESSIONAL INVESTMENT SERVICES PTY LTD — 3,213
- AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 3,003
- QBE INSURANCE (AUSTRALIA) LIMITED — 2,837
- WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 2,704
- AIA FINANCIAL SERVICES PTY LIMITED — 2,595
Money lost after advice you were given?
3,596 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.