# Representatives who left CHARTER FINANCIAL PLANNING LIMITED in 2006 — afs-rep

> 134 authorisations by CHARTER FINANCIAL PLANNING LIMITED ended during 2006.

## Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2006

134 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2006 — 3.7% of its record, and 1.1% 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 2006](/ceased/2006.md)

### The 134 that ended in 2006

*CHARTER FINANCIAL PLANNING LIMITED, ended 2006, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ADAMS, MICHAEL JAMES | [000283888](/search.md) | 30/03/2006 | 19/07/2006 | Ceased |
| AHEARN, ANTHONY GERARD | [000249776](/search.md) | 01/01/2004 | 22/09/2006 | Ceased |
| ANDERTON, PHILIP HENRY | [000250564](/search.md) | 15/08/2006 | 06/12/2006 | Ceased |
| ARBUCKLE, ERIN | [000283322](/search.md) | 21/12/2004 | 21/08/2006 | Ceased |
| ARMITAGE, RAYMOND | [000296381](/search.md) | 06/12/2005 | 20/11/2006 | Ceased |
| ASHURST, SCOTT ANDREW | [000283419](/search.md) | 23/12/2004 | 03/11/2006 | Ceased |
| AUSTRALIAN FINANCIAL FREEDOM PTY LTD | [000271817](/search.md) | 28/07/2004 | 28/12/2006 | Ceased |
| AYDON, ROBYN LESLEY | [000249882](/search.md) | 01/01/2004 | 01/02/2006 | Ceased |
| BACHE, PHILIP WILLIAM | [000249741](/search.md) | 01/01/2004 | 30/01/2006 | Ceased |
| BARRETT, TIMOTHY JULIAN STODART | [000250032](/search.md) | 01/01/2004 | 10/08/2006 | Ceased |
| BAYLISS, ANN | [000249801](/search.md) | 01/01/2004 | 29/09/2006 | Ceased |
| BLANCH-WILLIAMS, ANNETTE | [000291966](/search.md) | 17/08/2005 | 15/08/2006 | Ceased |
| BLOOM, DAVID | [000249872](/search.md) | 01/01/2004 | 12/04/2006 | Ceased |
| BONNEY, PAUL | [000297779](/search.md) | 01/02/2006 | 11/09/2006 | Ceased |
| BOVILL, JEAN | [000287885](/search.md) | 22/05/2006 | 04/07/2006 | Ceased |
| BOWDEN, PERRY ROY | [000268557](/search.md) | 14/03/2006 | 03/04/2006 | Ceased |
| BRANCATISANO, NAT ANTHONY | [000249819](/search.md) | 01/01/2004 | 15/11/2006 | Ceased |
| BROWN, PHILLIP SPENCER | [000250019](/search.md) | 01/01/2004 | 08/02/2006 | Ceased |
| BULLOCK, SCOTT | [000293730](/search.md) | 23/08/2005 | 30/01/2006 | Ceased |
| BUTLER, ALISON CHERIE | [000278952](/search.md) | 05/08/2004 | 07/06/2006 | Ceased |
| CARDWELL GROUP PTY LTD | [000295397](/search.md) | 04/11/2005 | 20/11/2006 | Ceased |
| CHESTER, ROBERT | [000276155](/search.md) | 14/05/2004 | 28/09/2006 | Ceased |
| COLLINGS, KATHRYN | [000249946](/search.md) | 01/01/2004 | 25/08/2006 | Ceased |
| COLLINS, PETER | [000297628](/search.md) | 27/01/2006 | 19/07/2006 | Ceased |
| COUTTS, NARELLE PATRICIA | [000284015](/search.md) | 19/01/2005 | 30/08/2006 | Ceased |
| CULLEN, SALLY | [000249842](/search.md) | 01/01/2004 | 07/08/2006 | Ceased |
| DANCKERT, MARK IVAN GEORGE | [000249749](/search.md) | 01/01/2004 | 22/09/2006 | Ceased |
| DAS, RANJIT | [000250034](/search.md) | 01/01/2004 | 08/09/2006 | Ceased |
| DAYMAN, MARK DOUGLAS | [000250018](/search.md) | 01/01/2004 | 05/06/2006 | Ceased |
| DEVIN, WARREN WILLIAM | [000249860](/search.md) | 01/01/2004 | 10/04/2006 | Ceased |
| DONALDSON, ANDREW WILLIAM | [000294770](/search.md) | 21/10/2005 | 19/06/2006 | Ceased |
| DOOHAN, PETER WILLIAM | [000277294](/search.md) | 15/06/2004 | 27/04/2006 | Ceased |
| EGAN, ANTHONY JOHN | [000249729](/search.md) | 01/01/2004 | 20/02/2006 | Ceased |
| ERVIN, JOHN PHILIP | [000250598](/search.md) | 14/02/2005 | 25/08/2006 | Ceased |
| EVANS, CHRISTIAN | [000298607](/search.md) | 27/02/2006 | 31/10/2006 | Ceased |
| EXINTARIS, CHRISTOPHER JAMES | [000299804](/search.md) | 30/03/2006 | 19/06/2006 | Ceased |
| FOOT, Roger Phillip | [000249890](/search.md) | 01/01/2004 | 06/09/2006 | Ceased |
| FRIEDRICH, EB GEORGE | [000249967](/search.md) | 01/01/2004 | 19/12/2006 | Ceased |
| FUDGE, ANDREW JOHN | [000249903](/search.md) | 01/01/2004 | 19/09/2006 | Ceased |
| GALLIERS, JAMES REECE | [000255763](/search.md) | 20/01/2004 | 24/05/2006 | Ceased |
| GARFIELD, JEFFREY ALAN | [000249961](/search.md) | 01/01/2004 | 25/09/2006 | Ceased |
| GARTZONIS, VASILEIOS | [000291452](/search.md) | 29/07/2005 | 15/08/2006 | Ceased |
| GENERATIONAL FINANCIAL ADVICE PTY LTD | [000253231](/search.md) | 01/01/2004 | 11/09/2006 | Ceased |
| GEORGE, OWEN JOHN | [000282683](/search.md) | 21/01/2005 | 28/12/2006 | Ceased |
| GLOBAL CONSULTING SERVICES (GCS) PTY LTD | [000268558](/search.md) | 14/03/2006 | 03/04/2006 | Ceased |
| GOSEN, GERRY MARINUS | [000250703](/search.md) | 07/01/2004 | 13/10/2006 | Ceased |
| GOUGH, GLYNN DEREK | [000276387](/search.md) | 21/05/2004 | 14/06/2006 | Ceased |
| GREENFIELD, KENNETH WILLIAM | [000250544](/search.md) | 01/03/2004 | 15/08/2006 | Ceased |
| GREENHAM, BARRY RICHARD | [000249984](/search.md) | 01/01/2004 | 19/09/2006 | Ceased |
| HAGGERTY, STEVEN JOHN | [000285912](/search.md) | 09/03/2005 | 01/02/2006 | Ceased |
| HALE, NATHAN EDWARD | [000289591](/search.md) | 17/01/2006 | 06/09/2006 | Ceased |
| HARISSON, COLLEEN JOYCE | [000250003](/search.md) | 01/01/2004 | 11/09/2006 | Ceased |
| HARRINGTON, PAUL | [000250044](/search.md) | 01/01/2004 | 16/11/2006 | Ceased |
| HAYES, PETER MALCOLM | [000249822](/search.md) | 01/01/2004 | 23/11/2006 | Ceased |
| HELMES, AMANDA | [000296380](/search.md) | 06/12/2005 | 23/08/2006 | Ceased |
| HENRY, VAUGHAN | [000292850](/search.md) | 05/06/2006 | 31/08/2006 | Ceased |
| HINWOOD, DAVID LESLIE | [000249878](/search.md) | 01/01/2004 | 13/02/2006 | Ceased |
| HOCKLEY, COLIN JOHN | [000249740](/search.md) | 01/01/2004 | 14/08/2006 | Ceased |
| HOUGHTON, MELINDA | [000290343](/search.md) | 30/06/2005 | 25/09/2006 | Ceased |
| HOWARD, JOHN WILLIAM | [000229189](/search.md) | 04/07/2005 | 25/08/2006 | Ceased |
| HUDSON, DAVID LESLIE | [000249835](/search.md) | 01/01/2004 | 04/07/2006 | Ceased |
| IERACI, PAUL | [000250622](/search.md) | 17/02/2005 | 10/01/2006 | Ceased |
| JENKIN, GRAHAM CHARLES | [000249992](/search.md) | 01/01/2004 | 12/04/2006 | Ceased |
| JENKINSON, ANNETTE DOROTHY | [000249781](/search.md) | 01/01/2004 | 01/02/2006 | Ceased |
| JOHNSON, PETER DAVID | [000249854](/search.md) | 01/01/2004 | 22/02/2006 | Ceased |
| JONES, DALE ALAN | [000249818](/search.md) | 01/01/2004 | 30/01/2006 | Ceased |
| KEATS, NICHOLAS AARON JOHN | [000249748](/search.md) | 01/01/2004 | 03/04/2006 | Ceased |
| KENDALL, NEIL ANDREW | [000249766](/search.md) | 01/01/2004 | 31/08/2006 | Ceased |
| KLEVER, AIMEE CHRISTEL | [000289367](/search.md) | 08/06/2005 | 06/03/2006 | Ceased |
| KORAL, MARK | [000296739](/search.md) | 14/12/2005 | 24/10/2006 | Ceased |
| LANE, RACHEL KYLA | [000280754](/search.md) | 21/03/2006 | 04/08/2006 | Ceased |
| LAVENDER, SHANE | [000300367](/search.md) | 20/04/2006 | 29/09/2006 | Ceased |
| LORKIN, SCOTT GREGORY | [000250612](/search.md) | 20/06/2005 | 03/07/2006 | Ceased |
| LUNT, PETER JOHN | [000250725](/search.md) | 22/05/2006 | 11/12/2006 | Ceased |
| LYONS, NICOLA | [000280800](/search.md) | 28/09/2004 | 25/08/2006 | Ceased |
| M & M DAYMAN PTY LTD | [000250149](/search.md) | 01/01/2004 | 05/06/2006 | Ceased |
| MACKLIN, SUSAN ELIZABETH | [000249774](/search.md) | 01/01/2004 | 09/10/2006 | Ceased |
| MALACHOWSKI, ALLAN PAUL | [000249928](/search.md) | 01/01/2004 | 08/11/2006 | Ceased |
| MARSHALL, DAVID JOHN | [000250025](/search.md) | 01/01/2004 | 30/08/2006 | Ceased |
| MCCONACHIE, ROSS JAMES | [000253230](/search.md) | 01/01/2004 | 11/09/2006 | Ceased |
| MCCORMICK HARRIS FINANCIAL SERVICES PT | [000250150](/search.md) | 01/01/2004 | 12/04/2006 | Ceased |
| MCKNEIL, IAN ARTHUR | [000297242](/search.md) | 11/01/2006 | 28/11/2006 | Ceased |
| MEYER, GREIG | [000270961](/search.md) | 15/03/2004 | 13/02/2006 | Ceased |
| MICHAEL, RYAN STEVEN | [000286908](/search.md) | 07/04/2005 | 29/03/2006 | Ceased |
| MIRAMS, JAMES ANTHONY | [000249735](/search.md) | 01/01/2004 | 27/03/2006 | Ceased |
| MONTGOMERY, JANET CLAIRE | [000280124](/search.md) | 01/09/2005 | 26/05/2006 | Ceased |
| MOY, KRISTI HELENE | [000292525](/search.md) | 31/08/2005 | 13/02/2006 | Ceased |
| NALTY, PATRICK MICHAEL | [000249770](/search.md) | 01/01/2004 | 27/03/2006 | Ceased |
| NICOL, MURRAY RAYMOND | [000278355](/search.md) | 14/11/2005 | 21/03/2006 | Ceased |
| NICOLSON, ROBERT NEIL | [000249768](/search.md) | 01/01/2004 | 16/03/2006 | Ceased |
| O'BRIEN, ROBERT FRANCIS | [000249762](/search.md) | 01/01/2004 | 21/06/2006 | Ceased |
| O'NEIL, JARROD ANTHONY | [000250015](/search.md) | 01/01/2004 | 21/02/2006 | Ceased |
| O'NEIL, OWEN ALEXANDER | [000257615](/search.md) | 23/01/2004 | 25/05/2006 | Ceased |
| PALMER, GLEN STUART | [000296039](/search.md) | 24/11/2005 | 03/04/2006 | Ceased |
| PALMER, REBEKAH | [000292105](/search.md) | 18/08/2005 | 24/04/2006 | Ceased |
| PARADIGM WEALTH MANAGEMENT PTY LTD | [000250135](/search.md) | 01/01/2004 | 27/03/2006 | Ceased |
| PARKER, ANDRE JAMES | [000294952](/search.md) | 27/10/2005 | 28/06/2006 | Ceased |
| PARKINSON, BRUCE | [000303235](/search.md) | 17/07/2006 | 20/07/2006 | Ceased |
| PARSONS, CHRIS LYN | [000232628](/search.md) | 26/08/2005 | 18/04/2006 | Ceased |
| PCU INVESTMENT SERVICES PTY. LTD. | [000282259](/search.md) | 15/11/2004 | 13/10/2006 | Ceased |
| PCU WEALTH SOLUTIONS PTY LTD | [000277839](/search.md) | 01/07/2004 | 13/10/2006 | Ceased |
| PECK, CAMERON JOHN | [000249737](/search.md) | 01/01/2004 | 27/03/2006 | Ceased |
| PENNELL, JOSHUA | [000305034](/search.md) | 29/08/2006 | 12/10/2006 | Ceased |
| PHAN, KHAI TUAN | [000246107](/search.md) | 09/09/2004 | 11/12/2006 | Ceased |
| PRENDERGAST, JULIAN | [000252982](/search.md) | 23/08/2005 | 15/08/2006 | Ceased |
| Pembroke, Sylvia | [000249969](/search.md) | 01/01/2004 | 09/10/2006 | Ceased |
| RAHALI CORPORATION PTY. LTD. | [000250156](/search.md) | 01/01/2004 | 08/09/2006 | Ceased |
| ROBINSON, PETER ERASMUS | [000295398](/search.md) | 04/11/2005 | 23/08/2006 | Ceased |
| ROSE, NICHOLAS | [000296388](/search.md) | 06/12/2005 | 31/03/2006 | Ceased |
| ROWE, BETH | [000300320](/search.md) | 18/04/2006 | 04/07/2006 | Ceased |
| SALT, COLIN | [000250059](/search.md) | 01/01/2004 | 06/07/2006 | Ceased |
| SCALLAN, SIMON PATRICK | [000281519](/search.md) | 20/09/2005 | 25/08/2006 | Ceased |
| SHALAGIN, RICHARD | [000250539](/search.md) | 20/02/2004 | 24/04/2006 | Ceased |
| SHAW, GARY RICHARD | [000249817](/search.md) | 01/01/2004 | 30/08/2006 | Ceased |
| SILVAN RIDGE INSURANCE CONSULTANTS PTY. LTD. | [000251039](/search.md) | 01/01/2004 | 10/05/2006 | Ceased |
| SLACK, ALAN CHARLES | [000249730](/search.md) | 01/01/2004 | 25/08/2006 | Ceased |
| SPENCE, CHRISTOPHER | [000278286](/search.md) | 14/07/2004 | 28/09/2006 | Ceased |
| STADLER, JOSEF | [000305126](/search.md) | 30/08/2006 | 11/10/2006 | Ceased |
| STERLSON, CHRISTINE LYNNE | [000248002](/search.md) | 31/08/2005 | 20/02/2006 | Ceased |
| STONIS, ARNIS J | [000261463](/search.md) | 24/03/2004 | 27/03/2006 | Ceased |
| SUGDEN, CASEY | [000292898](/search.md) | 07/09/2005 | 12/04/2006 | Ceased |
| SUMMERS, JULIAN | [000301420](/search.md) | 22/05/2006 | 07/08/2006 | Ceased |
| TANNER, JOHN | [000250063](/search.md) | 01/01/2004 | 06/07/2006 | Ceased |
| TESORIERO, RENEE KYM | [000273596](/search.md) | 31/03/2004 | 01/03/2006 | Ceased |
| THOMPSON, ANTHONY | [000275074](/search.md) | 23/04/2004 | 22/09/2006 | Ceased |
| TREW, MEREDITH | [000255083](/search.md) | 13/01/2004 | 03/10/2006 | Ceased |
| TUPICOFF, GARY | [000250935](/search.md) | 01/01/2004 | 11/09/2006 | Ceased |
| VASSILIOU, GEORGE | [000299809](/search.md) | 30/03/2006 | 04/07/2006 | Ceased |
| VINES, ANDREW JOHN | [000249787](/search.md) | 01/01/2004 | 16/05/2006 | Ceased |
| WAY, BENJAMIN JAMES | [000249937](/search.md) | 21/09/2001 | 10/01/2006 | Ceased |
| WEALTH & WELLBEING PTY LTD | [000276154](/search.md) | 14/05/2004 | 28/09/2006 | Ceased |
| ZAVAHIR, Bishrul Farshan | [000250047](/search.md) | 01/01/2004 | 09/01/2006 | Ceased |
| ZAVCORP PTY LTD | [000250160](/search.md) | 01/01/2004 | 09/01/2006 | Ceased |
| ZURVAS, RACHEL MAUREEN | [000243229](/search.md) | 06/03/2006 | 25/08/2006 | Ceased |

### Where they were authorised next

77 of these 134 were followed by another authorisation elsewhere; 57 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| licence 234663 | 8 | 10.4% |
| TUPICOFFS PTY LTD | 5 | 6.5% |
| [CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) | 5 | 6.5% |
| [PROFESSIONAL INVESTMENT SERVICES PTY LTD](/licensee/professional-investment-services-pty-ltd.md) | 4 | 5.2% |
| licence 297239 | 4 | 5.2% |
| [SENTRY FINANCIAL SERVICES PTY LTD](/licensee/sentry-financial-services-pty-ltd.md) | 4 | 5.2% |
| [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd.md) | 3 | 3.9% |
| FINANCIAL INDEX AUSTRALIA PTY LTD | 3 | 3.9% |
| licence 221557 | 3 | 3.9% |
| PARADIGM WEALTH MANAGEMENT PTY LTD | 3 | 3.9% |
| licence 230692 | 3 | 3.9% |
| [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited.md) | 3 | 3.9% |
| licence 230690 | 2 | 2.6% |
| [SYNCHRON ADVICE PTY LTD](/licensee/synchron-advice-pty-ltd.md) | 2 | 2.6% |
| licence 232686 | 2 | 2.6% |
| [BRIDGES FINANCIAL SERVICES PTY LIMITED](/licensee/bridges-financial-services-pty-limited.md) | 2 | 2.6% |
| licence 240687 | 1 | 1.3% |
| licence 237846 | 1 | 1.3% |

### Other licensees that lost representatives in 2006

- [ALLIANZ AUSTRALIA INSURANCE LIMITED](/licensee/allianz-australia-insurance-limited/2006.md) — 175
- [ARETE RISK & INSURANCE PARTNERS PTY LTD](/licensee/arete-risk-insurance-partners-pty-ltd/2006.md) — 220
- [COUNT FINANCIAL LIMITED](/licensee/count-financial-limited/2006.md) — 130
- [PROFESSIONAL INVESTMENT SERVICES PTY LTD](/licensee/professional-investment-services-pty-ltd/2006.md) — 131
- [QBE INSURANCE (AUSTRALIA) LIMITED](/licensee/qbe-insurance-australia-limited/2006.md) — 108
- [WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD](/licensee/wyndham-vacation-clubs-south-pacific-ltd/2006.md) — 146
- [AIA FINANCIAL SERVICES PTY LIMITED](/licensee/aia-financial-services-pty-limited/2006.md) — 243
- [CLUB MARINE LIMITED](/licensee/club-marine-limited/2006.md) — 122
- [ELKINGTON BISHOP MOLINEAUX INSURANCE BROKERS PTY LIMITED](/licensee/elkington-bishop-molineaux-insurance-brokers-pty-limited/2006.md) — 114
- [A.P.V.C. LTD.](/licensee/a-p-v-c-ltd/2006.md) — 139
- [ELDERS RURAL SERVICES AUSTRALIA LIMITED](/licensee/elders-rural-services-australia-limited/2006.md) — 133
- [MERCER SUPERANNUATION (AUSTRALIA) LIMITED](/licensee/mercer-superannuation-australia-limited/2006.md) — 148
- [VIRGINIA SURETY COMPANY, INC.](/licensee/virginia-surety-company-inc/2006.md) — 111
- [HALLMARK GENERAL INSURANCE COMPANY LTD.](/licensee/hallmark-general-insurance-company-ltd/2006.md) — 164

### 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
- [2005](/licensee/charter-financial-planning-limited/2005.md) — 102
- [2004](/licensee/charter-financial-planning-limited/2004.md) — 98

### Money lost after advice you were given?

134 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).

---

Página: https://afs-rep.pages.dev/licensee/charter-financial-planning-limited/2006/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19