Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2004
98 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2004 — 2.7% of its record, and 0.8% of everything that ended in Australia that year.
98ended in 2004
2.7%share of CHARTER FINANCIA
0.8%share of 2004
44also authorised elsewhere
If you were advised by one of these people on or before their end date, CHARTER FINANCIAL PLANNING 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 3,596 authorisations by CHARTER FINANCIAL PLANNING LIMITED · Everything that ended in 2004
The 98 that ended in 2004
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| BAILLIE, CHRISTOPHER | 000250035 | 01/01/2004 | 18/05/2004 | Ceased |
| BARRETT, JUDI | 000257126 | 26/03/2004 | 26/08/2004 | Ceased |
| BARRETT, JUDI | 000257126 | 26/08/2004 | 26/08/2004 | Ceased |
| BENCHMARK FINANCIAL SOLUTIONS PTY LTD | 000277814 | 01/07/2004 | 16/07/2004 | Ceased |
| BENFIELD, KAREN MAREE | 000249998 | 01/01/2004 | 30/06/2004 | Ceased |
| BENOVIC, TONY | 000277824 | 24/08/2004 | 22/10/2004 | Ceased |
| BIANCHI, KENNETH | 000276248 | 17/05/2004 | 03/11/2004 | Ceased |
| BOB TEMPLETON (AUSTRALIA) PTY LTD | 000262321 | 16/02/2004 | 16/02/2004 | Ceased |
| BOLLINGMOORE, REBECCA | 000250036 | 01/01/2004 | 10/03/2004 | Ceased |
| BULK, JOHN | 000250052 | 01/01/2004 | 31/08/2004 | Ceased |
| COHEN, BARRY DAVID | 000249983 | 01/01/2004 | 08/06/2004 | Ceased |
| COLLIEN, DALE ANTHONY | 000279340 | 17/08/2004 | 01/12/2004 | Ceased |
| COOKSON, CHARLES | 000250069 | 01/01/2004 | 01/01/2004 | Ceased |
| COX, ADAM | 000274789 | 16/04/2004 | 22/10/2004 | Ceased |
| CROXFORD, ROBERT FREDERICK | 000249780 | 01/01/2004 | 19/01/2004 | Ceased |
| CROZIER, RUSSELL BRUCE | 000249859 | 01/01/2004 | 23/04/2004 | Ceased |
| DIGNAN, MONICA PATRICIA | 000249894 | 01/01/2004 | 02/02/2004 | Ceased |
| DOIG, RONALD GORDON | 000249959 | 01/01/2004 | 01/01/2004 | Ceased |
| DONOVAN, NOEL ALEXANDER | 000250530 | 01/01/2004 | 15/01/2004 | Ceased |
| DOUMBOS, CON | 000249968 | 01/01/2004 | 12/11/2004 | Ceased |
| EDWARDS, OWEN FAIRCLOUGH | 000249975 | 01/01/2004 | 13/04/2004 | Ceased |
| ELDER, GARRY FRANCIS | 000249874 | 01/01/2004 | 01/01/2004 | Ceased |
| FELD, ELIZABETH ANGELA | 000249769 | 01/01/2004 | 12/02/2004 | Ceased |
| FENTON, PAUL ANTHONY | 000249892 | 01/01/2004 | 02/02/2004 | Ceased |
| FILSELL, NEIL | 000250042 | 01/01/2004 | 15/12/2004 | Ceased |
| FITCHER, SUSAN MEREDITH | 000249976 | 01/01/2004 | 02/06/2004 | Ceased |
| FLINTOFF, BENJAMIN RODERICK | 000250929 | 01/01/2004 | 07/06/2004 | Ceased |
| FRENCH, STEWART MCKENZIE | 000249791 | 01/01/2004 | 01/01/2004 | Ceased |
| GADELRABB, CHRISTOPHER | 000250937 | 01/01/2004 | 16/09/2004 | Ceased |
| GARIS, JAMES | 000250070 | 01/01/2004 | 04/11/2004 | Ceased |
| GREENAWAY, GARY PETER | 000249743 | 01/01/2004 | 24/03/2004 | Ceased |
| HANTON, GERALDINE | 000249723 | 01/01/2004 | 02/02/2004 | Ceased |
| HARDIE, SIMON LEISTER | 000249790 | 01/01/2004 | 01/01/2004 | Ceased |
| HEATON-HARRIS, MICHAEL | 000250054 | 01/01/2004 | 10/05/2004 | Ceased |
| ILIADIS, MARIA | 000250051 | 01/01/2004 | 07/10/2004 | Ceased |
| IMACS PTY LTD | 000250153 | 01/01/2004 | 22/03/2004 | Ceased |
| IVORY FINANCIAL SERVICES PTY. LTD. | 000252505 | 01/01/2004 | 12/01/2004 | Ceased |
| IVORY, TREVOR JOHN | 000249945 | 01/01/2004 | 12/01/2004 | Ceased |
| JACUZZI, DAMIAN | 000272452 | 24/03/2004 | 13/10/2004 | Ceased |
| JAMIESON, ALAN MERVYN | 000249784 | 01/01/2004 | 10/08/2004 | Ceased |
| JOHN CRAIK & CO PTY LTD | 000250148 | 01/01/2004 | 07/05/2004 | Ceased |
| KING, IAN DUNBAR | 000249917 | 01/01/2004 | 17/09/2004 | Ceased |
| KINGSTON, BRETT JOHN | 000249978 | 01/01/2004 | 12/07/2004 | Ceased |
| KLEIN, ALAN HAROLD | 000249778 | 01/01/2004 | 11/05/2004 | Ceased |
| KLI FINANCIAL SERVICES PTY LTD | 000250133 | 01/01/2004 | 17/12/2004 | Ceased |
| KOTSES, TORRY STAN | 000249966 | 01/01/2004 | 10/03/2004 | Ceased |
| KOVACS, LISA MARIE | 000249895 | 01/01/2004 | 02/02/2004 | Ceased |
| LABBAD, ALBERT JOSEPH | 000250930 | 01/01/2004 | 31/08/2004 | Ceased |
| LANE, JEFFREY DAVID | 000250663 | 01/07/2004 | 16/07/2004 | Ceased |
| LAW WILLIAMS & CO PTY LTD | 000271342 | 18/03/2004 | 18/03/2004 | Ceased |
| LEWIS, STAN HARVEY | 000249721 | 01/01/2004 | 26/03/2004 | Ceased |
| LUCIANO, MARK ANTHONY | 000249896 | 01/01/2004 | 16/04/2004 | Ceased |
| MCALPINE, CRAIG | 000250057 | 01/01/2004 | 01/01/2004 | Ceased |
| MEECH, PHIL | 000277858 | 01/07/2004 | 10/12/2004 | Ceased |
| MILLER, BEN BRYCE | 000250934 | 01/01/2004 | 24/03/2004 | Ceased |
| MINTO RIGBY & ASSOCIATES PTY LTD | 000269183 | 09/03/2004 | 26/05/2004 | Ceased |
| MOSS, JOHN WILLIAM | 000249794 | 01/01/2004 | 26/05/2004 | Ceased |
| MOULTON, TROY ANTHONY | 000250392 | 01/07/2004 | 16/07/2004 | Ceased |
| MULLIGAN, PETER | 000250067 | 01/01/2004 | 01/01/2004 | Ceased |
| MUNRO, PETER RICHARD | 000249728 | 01/01/2004 | 07/07/2004 | Ceased |
| MURPHY, KEIRAN | 000250532 | 01/01/2004 | 24/03/2004 | Ceased |
| NICHOLSON, PAMELA JOY | 000249808 | 01/01/2004 | 11/02/2004 | Ceased |
| NIGOL, VAL HUGO | 000249843 | 01/01/2004 | 22/03/2004 | Ceased |
| O'DONNELL, ELIZABETH | 000249977 | 01/01/2004 | 01/04/2004 | Ceased |
| PARK-SMITH, STEPHEN RAYMOND | 000249987 | 01/01/2004 | 25/06/2004 | Ceased |
| PEMACK FINANCIAL SERVICES PTY LTD | 000278513 | 22/07/2004 | 30/07/2004 | Ceased |
| PERROTT, ANDREW | 000275658 | 05/05/2004 | 16/08/2004 | Ceased |
| PETERSON, DAMIEN ROBERT | 000249926 | 01/01/2004 | 20/09/2004 | Ceased |
| PORRINS, JUSTIN | 000250071 | 01/01/2004 | 24/03/2004 | Ceased |
| POWER, DARRYL MICHAEL | 000249824 | 01/01/2004 | 09/11/2004 | Ceased |
| PW MONEY PTY LTD | 000250141 | 01/01/2004 | 15/10/2004 | Ceased |
| RICHARDSON, ADRIAN HAYWOOD | 000249870 | 01/01/2004 | 16/12/2004 | Ceased |
| ROBERTS, PHILIP JOHN | 000249739 | 01/01/2004 | 05/01/2004 | Ceased |
| ROHDE, EVELYN | 000249944 | 01/01/2004 | 01/01/2004 | Ceased |
| ROSS, ERWIN | 000249846 | 01/01/2004 | 07/10/2004 | Ceased |
| RYDER, GEOFF ANDREW | 000249833 | 01/01/2004 | 05/02/2004 | Ceased |
| SAGE FINANCIAL GROUP PTY LTD | 000250166 | 01/01/2004 | 01/01/2004 | Ceased |
| SALLIS, KEVIN RICHARD | 000250076 | 01/01/2004 | 08/09/2004 | Ceased |
| SKILBECK, JOHN KENNETH | 000250940 | 01/01/2004 | 28/09/2004 | Ceased |
| SMITH, STEPHEN JOHN | 000250023 | 01/01/2004 | 03/08/2004 | Ceased |
| SNELL, MICHAEL | 000250060 | 01/01/2004 | 07/06/2004 | Ceased |
| STAGG, RONALD SYLVESTER | 000249779 | 01/01/2004 | 01/07/2004 | Ceased |
| STAGG, RONALD SYLVESTER | 000249779 | 22/06/2004 | 01/07/2004 | Ceased |
| STANLEY, WARREN GRAEME | 000249839 | 01/01/2004 | 09/11/2004 | Ceased |
| STEWART, DEIDRE | 000250053 | 01/01/2004 | 16/09/2004 | Ceased |
| STRATEGIC LIFE MANAGEMENT PTY LTD | 000250144 | 01/01/2004 | 01/01/2004 | Ceased |
| SWEETT, RODNEY | 000250072 | 01/01/2004 | 24/02/2004 | Ceased |
| SWINBURNE, LUKE | 000274926 | 20/04/2004 | 22/10/2004 | Ceased |
| TAYLOR, HARRY GRAEME | 000250384 | 01/07/2004 | 16/07/2004 | Ceased |
| U & I FINANCIAL SOLUTIONS PTY LTD | 000252506 | 01/01/2004 | 10/05/2004 | Ceased |
| WALL, BRIAN ROBERT | 000249972 | 01/01/2004 | 05/08/2004 | Ceased |
| WHELAN, PATRICK | 000250061 | 01/01/2004 | 15/10/2004 | Ceased |
| WHITE, DARREN STEVEN | 000249788 | 01/01/2004 | 01/01/2004 | Ceased |
| WOODHOUSE, RAY JAMES | 000250022 | 01/01/2004 | 04/05/2004 | Ceased |
| WOODS, RAYMOND GEORGE | 000250029 | 01/01/2004 | 25/11/2004 | Ceased |
| WOOLF, HILTON | 000250062 | 01/01/2004 | 28/04/2004 | Ceased |
| WRAY, ANTONY GORDON | 000249789 | 01/01/2004 | 01/01/2004 | Ceased |
| YIM, PETER MAN-KAI | 000249931 | 01/01/2004 | 26/11/2004 | Ceased |
Where they were authorised next
48 of these 98 were followed by another authorisation elsewhere; 50 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| licence 234663 | 9 | 18.8% |
| CHARTER FINANCIAL PLANNING LIMITED | 7 | 14.6% |
| licence 239772 | 5 | 10.4% |
| licence 238291 | 3 | 6.2% |
| licence 240997 | 3 | 6.2% |
| GENIUM INVESTMENT CONSULTANTS PTY LTD & GENIUM INVESTMENT RESEARCH PTY LTD | 3 | 6.2% |
| PROFESSIONAL INVESTMENT SERVICES PTY LTD | 2 | 4.2% |
| CONSULTUM FINANCIAL ADVISERS PTY LTD | 2 | 4.2% |
| MORGANS FINANCIAL LIMITED | 2 | 4.2% |
| licence 238275 | 1 | 2.1% |
| licence 234716 | 1 | 2.1% |
| licence 221892 | 1 | 2.1% |
| LIFESPAN FINANCIAL PLANNING PTY LTD | 1 | 2.1% |
| AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD | 1 | 2.1% |
| licence 224645 | 1 | 2.1% |
| FIDUCIAN FINANCIAL SERVICES PTY LTD | 1 | 2.1% |
| licence 247105 | 1 | 2.1% |
| licence 237857 | 1 | 2.1% |
Other licensees that lost representatives in 2004
- BENDIGO AND ADELAIDE BANK LIMITED — 209
- AWP AUSTRALIA PTY LTD — 150
- AKUMIN FINANCIAL PLANNING PTY LIMITED — 339
- ALLIANZ AUSTRALIA INSURANCE LIMITED — 149
- ARETE RISK & INSURANCE PARTNERS PTY LTD — 470
- COUNT FINANCIAL LIMITED — 148
- PROFESSIONAL INVESTMENT SERVICES PTY LTD — 100
- QBE INSURANCE (AUSTRALIA) LIMITED — 128
- WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 151
- INSURANCE AUSTRALIA LIMITED — 260
- CLUB MARINE LIMITED — 173
- A.P.V.C. LTD. — 250
- ELDERS RURAL SERVICES AUSTRALIA LIMITED — 129
- AIA AUSTRALIA LIMITED — 282
CHARTER FINANCIAL PLANNING LIMITED in other years
- 2022 — 132
- 2021 — 150
- 2020 — 250
- 2019 — 198
- 2018 — 161
- 2017 — 225
- 2016 — 357
- 2015 — 167
- 2014 — 170
- 2013 — 139
- 2012 — 176
- 2011 — 129
- 2010 — 136
- 2009 — 140
- 2008 — 111
- 2006 — 134
- 2005 — 102
Money lost after advice you were given?
98 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.