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.

102ended in 2005

2.8%share of CHARTER FINANCIA

0.8%share of 2005

67also 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 2005

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	01/01/2004	20/09/2005	Ceased
ADKINS, JOHN WILLIAM	000237632	22/07/2004	24/08/2005	Ceased
ALBERT DELANY & ELLIOTT FINANCIAL SERVICES PTY LTD	000251040	01/01/2004	11/05/2005	Ceased
ALILOVIC, MAREE	000283487	30/12/2004	31/10/2005	Ceased
ANFO GROUP PTY LTD	000252507	01/01/2004	24/05/2005	Ceased
ARCHIBALD, WALTER IAN	000274879	19/04/2004	11/05/2005	Ceased
ARNOLD, MARY LOUISE	000249886	01/01/2004	12/05/2005	Ceased
ATTARD, PAUL NICHOLAS	000250033	01/01/2004	22/08/2005	Ceased
BAIN, SAMANTHA	000291532	02/08/2005	16/09/2005	Ceased
BARHAM, PETER JAMES	000253483	05/01/2004	09/02/2005	Ceased
BAUM, TREVOR JOHN	000249756	01/01/2004	24/10/2005	Ceased
BEATTIE, RONALD JAMES	000249736	01/01/2004	15/03/2005	Ceased
BELL, GEORGE	000274089	06/04/2004	01/09/2005	Ceased
BLACK, GORDON LESLIE	000249864	01/01/2004	02/12/2005	Ceased
BLACK, JAMES LESLIE	000249866	01/01/2004	02/02/2005	Ceased
BOATH, DAVID MILNE	000249726	01/01/2004	08/09/2005	Ceased
BOND, DAVID JOHN	000250026	01/01/2004	24/10/2005	Ceased
BOND, SHAUN	000250064	01/01/2004	04/01/2005	Ceased
BRADSHAW, RICHARD FREDERICK	000249963	01/01/2004	24/10/2005	Ceased
CAMPBELL, BILL JOHN	000250010	01/01/2004	04/08/2005	Ceased
CAVE, NARELLE	000281054	07/10/2004	04/08/2005	Ceased
CFS - CLOUT FINANCIAL SOLUTIONS PTY LIMITED	000279727	27/08/2004	18/10/2005	Ceased
CHAU, DENNIS	000269066	09/03/2004	12/12/2005	Ceased
COSSETTO, PETER JULIAN	000249942	01/01/2004	10/05/2005	Ceased
DAWSON, JADE	000283019	09/12/2004	17/03/2005	Ceased
DEVLIN, ANTHONY CHARLES	000250936	01/01/2004	19/04/2005	Ceased
DI SABATINO, ALBERT	000285444	25/02/2005	10/08/2005	Ceased
DIALOGUE FINANCIAL MANAGEMENT PTY LTD	000250151	01/01/2004	27/10/2005	Ceased
DOLAN, WENDY ANNE	000288547	17/05/2005	27/07/2005	Ceased
DOUGLAS, JULIE ANN	000283329	01/06/2005	03/11/2005	Ceased
DUFFY, GERARD JOHN	000283046	10/12/2004	08/07/2005	Ceased
DURRANT, CHRISTOPHER ERNEST	000250616	16/08/2004	07/04/2005	Ceased
EGAN, MICHAEL FRANCIS	000271341	18/03/2004	08/07/2005	Ceased
ELLIOTT, WAYNE MICHAEL	000249980	01/01/2004	11/05/2005	Ceased
FABER, ROBYN ADRIANA	000249823	01/01/2004	28/04/2005	Ceased
FRITH, NOEL HENRY	000249850	01/01/2004	26/04/2005	Ceased
GARRETT, MATTHEW DAVID	000242509	09/03/2004	07/02/2005	Ceased
GELONESE, DOMENICO	000278731	29/07/2004	20/09/2005	Ceased
GREENING, MARK ANTHONY	000270698	12/03/2004	11/07/2005	Ceased
HAEBICH, IAN RICHARD	000249873	01/01/2004	07/01/2005	Ceased
HARRLAND, JOHN ALEXANDER	000250048	01/01/2004	08/03/2005	Ceased
HAYWARD, JOHN WILLIAM	000249906	01/01/2004	19/10/2005	Ceased
HERMAN, SEAN	000250356	20/02/2004	23/11/2005	Ceased
HOWARTH, REBECCA	000285443	25/02/2005	11/07/2005	Ceased
HUNT, PHILIPPA	000264140	24/02/2004	12/12/2005	Ceased
INCH, ALEXANDER JOHN	000249914	01/01/2004	31/08/2005	Ceased
IRELAND, DANIELLE	000253343	01/01/2004	20/06/2005	Ceased
JONES, ROWAN	000274791	16/04/2004	24/10/2005	Ceased
KALAS, EFFIE	000249881	01/01/2004	12/04/2005	Ceased
KALLIN, GARRY ALLAN	000249797	01/01/2004	27/01/2005	Ceased
KLOSE, TAMARA SKYBYNECKYJ	000249796	01/01/2004	29/07/2005	Ceased
Kennewell, David Paul	000277840	01/07/2004	10/11/2005	Ceased
LAW WILLIAMS & CO PTY LTD	000271342	14/10/2004	08/07/2005	Ceased
LYON, ANDREW IAN	000249990	01/01/2004	27/10/2005	Ceased
LYON, SANDRA	000255998	01/01/2004	21/07/2005	Ceased
MAITLAND, ALLAN	000269232	09/03/2004	19/12/2005	Ceased
MANTZOURATOS, LEAH	000253089	01/01/2004	29/03/2005	Ceased
MARETT, ROSS STEPHEN	000249765	01/01/2004	29/08/2005	Ceased
MASTROGIANNI, FOTINI	000249858	01/01/2004	19/05/2005	Ceased
MATTHEWS, WAYNE	000275731	06/05/2004	30/03/2005	Ceased
MC DONOUGH, WAYNE MAXWELL	000249786	01/01/2004	28/06/2005	Ceased
MCCALL, AMANDA NICOLE	000249879	01/01/2004	11/05/2005	Ceased
MCCORMICK, GARRY MICHAEL	000249757	01/01/2004	20/09/2005	Ceased
MCKEW, GAYLE	000288405	12/05/2005	05/10/2005	Ceased
MCLEAN, MURRAY DOUGLAS	000250486	29/11/2004	10/03/2005	Ceased
MESSENGER, JOHN THOMAS	000250432	27/01/2005	10/05/2005	Ceased
MINTO, PAUL JOHN	000249955	01/01/2004	10/10/2005	Ceased
MOISE, JUSTIN DAVID	000249887	01/01/2004	12/12/2005	Ceased
MUIR, GRAHAM DUNCAN	000249962	01/01/2004	24/10/2005	Ceased
MURPHY, PETER	000274897	28/07/2005	20/10/2005	Ceased
PAONESSA, MARIA	000279194	11/11/2004	25/07/2005	Ceased
PERSZTIK, CASSANDRA MARIE	000269019	10/05/2005	29/07/2005	Ceased
PROCTER, DENIS FLEETWOOD	000249902	01/01/2004	14/04/2005	Ceased
PURCELL, SUSAN	000284917	20/04/2005	09/05/2005	Ceased
RAHALEY, BARRY THOMAS	000249752	01/01/2004	17/01/2005	Ceased
RASLAN, ANWAR	000249773	01/01/2004	29/07/2005	Ceased
REDMAN, ALAN ELTON JAMES	000249871	01/01/2004	15/07/2005	Ceased
REDMAN, GRAEME WILLIAM	000249734	01/01/2004	19/01/2005	Ceased
RIGBY, GUY ALASTAIR	000249947	01/01/2004	10/10/2005	Ceased
SANTACRUZ, LUJER	000277160	11/06/2004	02/08/2005	Ceased
SCHAFNER, CRAIG	000283740	12/01/2005	23/11/2005	Ceased
SCHNEIDER, RICHARD WILLIAM	000283146	14/12/2004	13/04/2005	Ceased
SHEEHAN, DONNA LOUISE	000227264	09/09/2004	01/03/2005	Ceased
SINCLAIR, NORMAN MCLEOD	000249943	01/01/2004	07/01/2005	Ceased
SIOSTROM, DAVID	000250400	31/08/2004	07/09/2005	Ceased
STALLARD, DAVID	000283926	18/01/2005	07/03/2005	Ceased
STRATEGIC WEALTH ADVICE PTY LTD	000264148	24/02/2004	17/01/2005	Ceased
SUMMERS, MICHELLE ELIZABETH	000264195	29/08/2005	20/10/2005	Ceased
TAGGART, BRETT ALLAN	000249965	01/01/2004	22/12/2005	Ceased
TAYLOR, COLIN NEIL	000249865	01/01/2004	09/08/2005	Ceased
THE FINANCIAL FORMULA PTY. LTD.	000250167	01/01/2004	01/06/2005	Ceased
TSIAPLIAS, PARMENIAN	000249922	01/01/2004	23/05/2005	Ceased
TSIKOPOULOS, PAUL POLYDEFKIS	000249923	01/01/2004	23/05/2005	Ceased
VALVO, DAVID	000273031	29/07/2004	04/08/2005	Ceased
VAN WEL, CLAIRE THERESE	000250293	01/01/2004	18/01/2005	Ceased
WALKER, MICHAEL FRANCIS	000250702	30/06/2004	19/05/2005	Ceased
WEST, SHANE ANDREW	000249725	01/01/2004	17/02/2005	Ceased
WILMOT, JANET RUTH	000250933	01/01/2004	03/11/2005	Ceased
WINDT, ADRIAN ROBERT	000249905	01/01/2004	22/04/2005	Ceased
WOOD, GABRIELLE	000250045	01/01/2004	02/08/2005	Ceased
YOUR FINANCIAL FREEDOM PTY LIMITED	000271818	28/07/2004	04/08/2005	Ceased
ZAGEL, SERGE	000253090	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	2	3.2%
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD	2	3.2%
licence 234663	2	3.2%
licence 237641	2	3.2%
PROFESSIONAL INVESTMENT SERVICES PTY LTD	2	3.2%
ALLIANZ AUSTRALIA INSURANCE LIMITED	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 — 357
BENDIGO AND ADELAIDE BANK LIMITED — 331
AWP AUSTRALIA PTY LTD — 142
AKUMIN FINANCIAL PLANNING PTY LIMITED — 233
ARETE RISK & INSURANCE PARTNERS PTY LTD — 253
COUNT FINANCIAL LIMITED — 167
PROFESSIONAL INVESTMENT SERVICES PTY LTD — 105
QBE INSURANCE (AUSTRALIA) LIMITED — 119
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 161
AIA FINANCIAL SERVICES PTY LIMITED — 164
CLUB MARINE LIMITED — 182
ELKINGTON BISHOP MOLINEAUX INSURANCE BROKERS PTY LIMITED — 163
A.P.V.C. LTD. — 222
ELDERS RURAL SERVICES AUSTRALIA LIMITED — 118

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
2004 — 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.