# Representatives who left CHARTER FINANCIAL PLANNING LIMITED in 2005 — afs-rep

> 102 authorisations by CHARTER FINANCIAL PLANNING LIMITED ended during 2005.

## Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2005

102 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2005 — 2.8% of its record, and 0.8% of everything that ended in Australia that year.

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](/complain.md).

[All 3,596 authorisations by CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) · [Everything that ended in 2005](/ceased/2005.md)

### The 102 that ended in 2005

*CHARTER FINANCIAL PLANNING LIMITED, ended 2005, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| A.C.N. 102 479 336 PTY LTD | [000250130](/search.md) | 01/01/2004 | 20/09/2005 | Ceased |
| ADKINS, JOHN WILLIAM | [000237632](/search.md) | 22/07/2004 | 24/08/2005 | Ceased |
| ALBERT DELANY & ELLIOTT FINANCIAL SERVICES PTY LTD | [000251040](/search.md) | 01/01/2004 | 11/05/2005 | Ceased |
| ALILOVIC, MAREE | [000283487](/search.md) | 30/12/2004 | 31/10/2005 | Ceased |
| ANFO GROUP PTY LTD | [000252507](/search.md) | 01/01/2004 | 24/05/2005 | Ceased |
| ARCHIBALD, WALTER IAN | [000274879](/search.md) | 19/04/2004 | 11/05/2005 | Ceased |
| ARNOLD, MARY LOUISE | [000249886](/search.md) | 01/01/2004 | 12/05/2005 | Ceased |
| ATTARD, PAUL NICHOLAS | [000250033](/search.md) | 01/01/2004 | 22/08/2005 | Ceased |
| BAIN, SAMANTHA | [000291532](/search.md) | 02/08/2005 | 16/09/2005 | Ceased |
| BARHAM, PETER JAMES | [000253483](/search.md) | 05/01/2004 | 09/02/2005 | Ceased |
| BAUM, TREVOR JOHN | [000249756](/search.md) | 01/01/2004 | 24/10/2005 | Ceased |
| BEATTIE, RONALD JAMES | [000249736](/search.md) | 01/01/2004 | 15/03/2005 | Ceased |
| BELL, GEORGE | [000274089](/search.md) | 06/04/2004 | 01/09/2005 | Ceased |
| BLACK, GORDON LESLIE | [000249864](/search.md) | 01/01/2004 | 02/12/2005 | Ceased |
| BLACK, JAMES LESLIE | [000249866](/search.md) | 01/01/2004 | 02/02/2005 | Ceased |
| BOATH, DAVID MILNE | [000249726](/search.md) | 01/01/2004 | 08/09/2005 | Ceased |
| BOND, DAVID JOHN | [000250026](/search.md) | 01/01/2004 | 24/10/2005 | Ceased |
| BOND, SHAUN | [000250064](/search.md) | 01/01/2004 | 04/01/2005 | Ceased |
| BRADSHAW, RICHARD FREDERICK | [000249963](/search.md) | 01/01/2004 | 24/10/2005 | Ceased |
| CAMPBELL, BILL JOHN | [000250010](/search.md) | 01/01/2004 | 04/08/2005 | Ceased |
| CAVE, NARELLE | [000281054](/search.md) | 07/10/2004 | 04/08/2005 | Ceased |
| CFS - CLOUT FINANCIAL SOLUTIONS PTY LIMITED | [000279727](/search.md) | 27/08/2004 | 18/10/2005 | Ceased |
| CHAU, DENNIS | [000269066](/search.md) | 09/03/2004 | 12/12/2005 | Ceased |
| COSSETTO, PETER JULIAN | [000249942](/search.md) | 01/01/2004 | 10/05/2005 | Ceased |
| DAWSON, JADE | [000283019](/search.md) | 09/12/2004 | 17/03/2005 | Ceased |
| DEVLIN, ANTHONY CHARLES | [000250936](/search.md) | 01/01/2004 | 19/04/2005 | Ceased |
| DI SABATINO, ALBERT | [000285444](/search.md) | 25/02/2005 | 10/08/2005 | Ceased |
| DIALOGUE FINANCIAL MANAGEMENT PTY LTD | [000250151](/search.md) | 01/01/2004 | 27/10/2005 | Ceased |
| DOLAN, WENDY ANNE | [000288547](/search.md) | 17/05/2005 | 27/07/2005 | Ceased |
| DOUGLAS, JULIE ANN | [000283329](/search.md) | 01/06/2005 | 03/11/2005 | Ceased |
| DUFFY, GERARD JOHN | [000283046](/search.md) | 10/12/2004 | 08/07/2005 | Ceased |
| DURRANT, CHRISTOPHER ERNEST | [000250616](/search.md) | 16/08/2004 | 07/04/2005 | Ceased |
| EGAN, MICHAEL FRANCIS | [000271341](/search.md) | 18/03/2004 | 08/07/2005 | Ceased |
| ELLIOTT, WAYNE MICHAEL | [000249980](/search.md) | 01/01/2004 | 11/05/2005 | Ceased |
| FABER, ROBYN ADRIANA | [000249823](/search.md) | 01/01/2004 | 28/04/2005 | Ceased |
| FRITH, NOEL HENRY | [000249850](/search.md) | 01/01/2004 | 26/04/2005 | Ceased |
| GARRETT, MATTHEW DAVID | [000242509](/search.md) | 09/03/2004 | 07/02/2005 | Ceased |
| GELONESE, DOMENICO | [000278731](/search.md) | 29/07/2004 | 20/09/2005 | Ceased |
| GREENING, MARK ANTHONY | [000270698](/search.md) | 12/03/2004 | 11/07/2005 | Ceased |
| HAEBICH, IAN RICHARD | [000249873](/search.md) | 01/01/2004 | 07/01/2005 | Ceased |
| HARRLAND, JOHN ALEXANDER | [000250048](/search.md) | 01/01/2004 | 08/03/2005 | Ceased |
| HAYWARD, JOHN WILLIAM | [000249906](/search.md) | 01/01/2004 | 19/10/2005 | Ceased |
| HERMAN, SEAN | [000250356](/search.md) | 20/02/2004 | 23/11/2005 | Ceased |
| HOWARTH, REBECCA | [000285443](/search.md) | 25/02/2005 | 11/07/2005 | Ceased |
| HUNT, PHILIPPA | [000264140](/search.md) | 24/02/2004 | 12/12/2005 | Ceased |
| INCH, ALEXANDER JOHN | [000249914](/search.md) | 01/01/2004 | 31/08/2005 | Ceased |
| IRELAND, DANIELLE | [000253343](/search.md) | 01/01/2004 | 20/06/2005 | Ceased |
| JONES, ROWAN | [000274791](/search.md) | 16/04/2004 | 24/10/2005 | Ceased |
| KALAS, EFFIE | [000249881](/search.md) | 01/01/2004 | 12/04/2005 | Ceased |
| KALLIN, GARRY ALLAN | [000249797](/search.md) | 01/01/2004 | 27/01/2005 | Ceased |
| KLOSE, TAMARA SKYBYNECKYJ | [000249796](/search.md) | 01/01/2004 | 29/07/2005 | Ceased |
| Kennewell, David Paul | [000277840](/search.md) | 01/07/2004 | 10/11/2005 | Ceased |
| LAW WILLIAMS & CO PTY LTD | [000271342](/search.md) | 14/10/2004 | 08/07/2005 | Ceased |
| LYON, ANDREW IAN | [000249990](/search.md) | 01/01/2004 | 27/10/2005 | Ceased |
| LYON, SANDRA | [000255998](/search.md) | 01/01/2004 | 21/07/2005 | Ceased |
| MAITLAND, ALLAN | [000269232](/search.md) | 09/03/2004 | 19/12/2005 | Ceased |
| MANTZOURATOS, LEAH | [000253089](/search.md) | 01/01/2004 | 29/03/2005 | Ceased |
| MARETT, ROSS STEPHEN | [000249765](/search.md) | 01/01/2004 | 29/08/2005 | Ceased |
| MASTROGIANNI, FOTINI | [000249858](/search.md) | 01/01/2004 | 19/05/2005 | Ceased |
| MATTHEWS, WAYNE | [000275731](/search.md) | 06/05/2004 | 30/03/2005 | Ceased |
| MC DONOUGH, WAYNE MAXWELL | [000249786](/search.md) | 01/01/2004 | 28/06/2005 | Ceased |
| MCCALL, AMANDA NICOLE | [000249879](/search.md) | 01/01/2004 | 11/05/2005 | Ceased |
| MCCORMICK, GARRY MICHAEL | [000249757](/search.md) | 01/01/2004 | 20/09/2005 | Ceased |
| MCKEW, GAYLE | [000288405](/search.md) | 12/05/2005 | 05/10/2005 | Ceased |
| MCLEAN, MURRAY DOUGLAS | [000250486](/search.md) | 29/11/2004 | 10/03/2005 | Ceased |
| MESSENGER, JOHN THOMAS | [000250432](/search.md) | 27/01/2005 | 10/05/2005 | Ceased |
| MINTO, PAUL JOHN | [000249955](/search.md) | 01/01/2004 | 10/10/2005 | Ceased |
| MOISE, JUSTIN DAVID | [000249887](/search.md) | 01/01/2004 | 12/12/2005 | Ceased |
| MUIR, GRAHAM DUNCAN | [000249962](/search.md) | 01/01/2004 | 24/10/2005 | Ceased |
| MURPHY, PETER | [000274897](/search.md) | 28/07/2005 | 20/10/2005 | Ceased |
| PAONESSA, MARIA | [000279194](/search.md) | 11/11/2004 | 25/07/2005 | Ceased |
| PERSZTIK, CASSANDRA MARIE | [000269019](/search.md) | 10/05/2005 | 29/07/2005 | Ceased |
| PROCTER, DENIS FLEETWOOD | [000249902](/search.md) | 01/01/2004 | 14/04/2005 | Ceased |
| PURCELL, SUSAN | [000284917](/search.md) | 20/04/2005 | 09/05/2005 | Ceased |
| RAHALEY, BARRY THOMAS | [000249752](/search.md) | 01/01/2004 | 17/01/2005 | Ceased |
| RASLAN, ANWAR | [000249773](/search.md) | 01/01/2004 | 29/07/2005 | Ceased |
| REDMAN, ALAN ELTON JAMES | [000249871](/search.md) | 01/01/2004 | 15/07/2005 | Ceased |
| REDMAN, GRAEME WILLIAM | [000249734](/search.md) | 01/01/2004 | 19/01/2005 | Ceased |
| RIGBY, GUY ALASTAIR | [000249947](/search.md) | 01/01/2004 | 10/10/2005 | Ceased |
| SANTACRUZ, LUJER | [000277160](/search.md) | 11/06/2004 | 02/08/2005 | Ceased |
| SCHAFNER, CRAIG | [000283740](/search.md) | 12/01/2005 | 23/11/2005 | Ceased |
| SCHNEIDER, RICHARD WILLIAM | [000283146](/search.md) | 14/12/2004 | 13/04/2005 | Ceased |
| SHEEHAN, DONNA LOUISE | [000227264](/search.md) | 09/09/2004 | 01/03/2005 | Ceased |
| SINCLAIR, NORMAN MCLEOD | [000249943](/search.md) | 01/01/2004 | 07/01/2005 | Ceased |
| SIOSTROM, DAVID | [000250400](/search.md) | 31/08/2004 | 07/09/2005 | Ceased |
| STALLARD, DAVID | [000283926](/search.md) | 18/01/2005 | 07/03/2005 | Ceased |
| STRATEGIC WEALTH ADVICE PTY LTD | [000264148](/search.md) | 24/02/2004 | 17/01/2005 | Ceased |
| SUMMERS, MICHELLE ELIZABETH | [000264195](/search.md) | 29/08/2005 | 20/10/2005 | Ceased |
| TAGGART, BRETT ALLAN | [000249965](/search.md) | 01/01/2004 | 22/12/2005 | Ceased |
| TAYLOR, COLIN NEIL | [000249865](/search.md) | 01/01/2004 | 09/08/2005 | Ceased |
| THE FINANCIAL FORMULA PTY. LTD. | [000250167](/search.md) | 01/01/2004 | 01/06/2005 | Ceased |
| TSIAPLIAS, PARMENIAN | [000249922](/search.md) | 01/01/2004 | 23/05/2005 | Ceased |
| TSIKOPOULOS, PAUL POLYDEFKIS | [000249923](/search.md) | 01/01/2004 | 23/05/2005 | Ceased |
| VALVO, DAVID | [000273031](/search.md) | 29/07/2004 | 04/08/2005 | Ceased |
| VAN WEL, CLAIRE THERESE | [000250293](/search.md) | 01/01/2004 | 18/01/2005 | Ceased |
| WALKER, MICHAEL FRANCIS | [000250702](/search.md) | 30/06/2004 | 19/05/2005 | Ceased |
| WEST, SHANE ANDREW | [000249725](/search.md) | 01/01/2004 | 17/02/2005 | Ceased |
| WILMOT, JANET RUTH | [000250933](/search.md) | 01/01/2004 | 03/11/2005 | Ceased |
| WINDT, ADRIAN ROBERT | [000249905](/search.md) | 01/01/2004 | 22/04/2005 | Ceased |
| WOOD, GABRIELLE | [000250045](/search.md) | 01/01/2004 | 02/08/2005 | Ceased |
| YOUR FINANCIAL FREEDOM PTY LIMITED | [000271818](/search.md) | 28/07/2004 | 04/08/2005 | Ceased |
| ZAGEL, SERGE | [000253090](/search.md) | 01/01/2004 | 01/06/2005 | Ceased |

### Where they were authorised next

62 of these 102 were followed by another authorisation elsewhere; 40 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| licence 247105 | 5 | 8.1% |
| licence 240687 | 4 | 6.5% |
| licence 238291 | 4 | 6.5% |
| licence 239183 | 4 | 6.5% |
| licence 231138 | 4 | 6.5% |
| licence 245569 | 3 | 4.8% |
| licence 236662 | 3 | 4.8% |
| licence 230690 | 3 | 4.8% |
| [LIFESPAN FINANCIAL PLANNING PTY LTD](/licensee/lifespan-financial-planning-pty-ltd.md) | 2 | 3.2% |
| [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd.md) | 2 | 3.2% |
| licence 234663 | 2 | 3.2% |
| licence 237641 | 2 | 3.2% |
| [PROFESSIONAL INVESTMENT SERVICES PTY LTD](/licensee/professional-investment-services-pty-ltd.md) | 2 | 3.2% |
| [ALLIANZ AUSTRALIA INSURANCE LIMITED](/licensee/allianz-australia-insurance-limited.md) | 1 | 1.6% |
| licence 224645 | 1 | 1.6% |
| licence 218887 | 1 | 1.6% |
| licence 310487 | 1 | 1.6% |
| licence 281613 | 1 | 1.6% |

### Other licensees that lost representatives in 2005

- [AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD](/licensee/australian-life-insurance-distribution-pty-ltd/2005.md) — 357
- [BENDIGO AND ADELAIDE BANK LIMITED](/licensee/bendigo-and-adelaide-bank-limited/2005.md) — 331
- [AWP AUSTRALIA PTY LTD](/licensee/awp-australia-pty-ltd/2005.md) — 142
- [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited/2005.md) — 233
- [ARETE RISK & INSURANCE PARTNERS PTY LTD](/licensee/arete-risk-insurance-partners-pty-ltd/2005.md) — 253
- [COUNT FINANCIAL LIMITED](/licensee/count-financial-limited/2005.md) — 167
- [PROFESSIONAL INVESTMENT SERVICES PTY LTD](/licensee/professional-investment-services-pty-ltd/2005.md) — 105
- [QBE INSURANCE (AUSTRALIA) LIMITED](/licensee/qbe-insurance-australia-limited/2005.md) — 119
- [WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD](/licensee/wyndham-vacation-clubs-south-pacific-ltd/2005.md) — 161
- [AIA FINANCIAL SERVICES PTY LIMITED](/licensee/aia-financial-services-pty-limited/2005.md) — 164
- [CLUB MARINE LIMITED](/licensee/club-marine-limited/2005.md) — 182
- [ELKINGTON BISHOP MOLINEAUX INSURANCE BROKERS PTY LIMITED](/licensee/elkington-bishop-molineaux-insurance-brokers-pty-limited/2005.md) — 163
- [A.P.V.C. LTD.](/licensee/a-p-v-c-ltd/2005.md) — 222
- [ELDERS RURAL SERVICES AUSTRALIA LIMITED](/licensee/elders-rural-services-australia-limited/2005.md) — 118

### CHARTER FINANCIAL PLANNING LIMITED in other years

- [2022](/licensee/charter-financial-planning-limited/2022.md) — 132
- [2021](/licensee/charter-financial-planning-limited/2021.md) — 150
- [2020](/licensee/charter-financial-planning-limited/2020.md) — 250
- [2019](/licensee/charter-financial-planning-limited/2019.md) — 198
- [2018](/licensee/charter-financial-planning-limited/2018.md) — 161
- [2017](/licensee/charter-financial-planning-limited/2017.md) — 225
- [2016](/licensee/charter-financial-planning-limited/2016.md) — 357
- [2015](/licensee/charter-financial-planning-limited/2015.md) — 167
- [2014](/licensee/charter-financial-planning-limited/2014.md) — 170
- [2013](/licensee/charter-financial-planning-limited/2013.md) — 139
- [2012](/licensee/charter-financial-planning-limited/2012.md) — 176
- [2011](/licensee/charter-financial-planning-limited/2011.md) — 129
- [2010](/licensee/charter-financial-planning-limited/2010.md) — 136
- [2009](/licensee/charter-financial-planning-limited/2009.md) — 140
- [2008](/licensee/charter-financial-planning-limited/2008.md) — 111
- [2006](/licensee/charter-financial-planning-limited/2006.md) — 134
- [2004](/licensee/charter-financial-planning-limited/2004.md) — 98

### Money lost after advice you were given?

102 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.

[How we use this](/privacy.md).

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Página: https://afs-rep.pages.dev/licensee/charter-financial-planning-limited/2005/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19