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.

134ended in 2006

3.7%share of CHARTER FINANCIA

1.1%share of 2006

86also 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 2006

The 134 that ended in 2006

CHARTER FINANCIAL PLANNING LIMITED, ended 2006, alphabetical
Representative	Number	From	To	Status
ADAMS, MICHAEL JAMES	000283888	30/03/2006	19/07/2006	Ceased
AHEARN, ANTHONY GERARD	000249776	01/01/2004	22/09/2006	Ceased
ANDERTON, PHILIP HENRY	000250564	15/08/2006	06/12/2006	Ceased
ARBUCKLE, ERIN	000283322	21/12/2004	21/08/2006	Ceased
ARMITAGE, RAYMOND	000296381	06/12/2005	20/11/2006	Ceased
ASHURST, SCOTT ANDREW	000283419	23/12/2004	03/11/2006	Ceased
AUSTRALIAN FINANCIAL FREEDOM PTY LTD	000271817	28/07/2004	28/12/2006	Ceased
AYDON, ROBYN LESLEY	000249882	01/01/2004	01/02/2006	Ceased
BACHE, PHILIP WILLIAM	000249741	01/01/2004	30/01/2006	Ceased
BARRETT, TIMOTHY JULIAN STODART	000250032	01/01/2004	10/08/2006	Ceased
BAYLISS, ANN	000249801	01/01/2004	29/09/2006	Ceased
BLANCH-WILLIAMS, ANNETTE	000291966	17/08/2005	15/08/2006	Ceased
BLOOM, DAVID	000249872	01/01/2004	12/04/2006	Ceased
BONNEY, PAUL	000297779	01/02/2006	11/09/2006	Ceased
BOVILL, JEAN	000287885	22/05/2006	04/07/2006	Ceased
BOWDEN, PERRY ROY	000268557	14/03/2006	03/04/2006	Ceased
BRANCATISANO, NAT ANTHONY	000249819	01/01/2004	15/11/2006	Ceased
BROWN, PHILLIP SPENCER	000250019	01/01/2004	08/02/2006	Ceased
BULLOCK, SCOTT	000293730	23/08/2005	30/01/2006	Ceased
BUTLER, ALISON CHERIE	000278952	05/08/2004	07/06/2006	Ceased
CARDWELL GROUP PTY LTD	000295397	04/11/2005	20/11/2006	Ceased
CHESTER, ROBERT	000276155	14/05/2004	28/09/2006	Ceased
COLLINGS, KATHRYN	000249946	01/01/2004	25/08/2006	Ceased
COLLINS, PETER	000297628	27/01/2006	19/07/2006	Ceased
COUTTS, NARELLE PATRICIA	000284015	19/01/2005	30/08/2006	Ceased
CULLEN, SALLY	000249842	01/01/2004	07/08/2006	Ceased
DANCKERT, MARK IVAN GEORGE	000249749	01/01/2004	22/09/2006	Ceased
DAS, RANJIT	000250034	01/01/2004	08/09/2006	Ceased
DAYMAN, MARK DOUGLAS	000250018	01/01/2004	05/06/2006	Ceased
DEVIN, WARREN WILLIAM	000249860	01/01/2004	10/04/2006	Ceased
DONALDSON, ANDREW WILLIAM	000294770	21/10/2005	19/06/2006	Ceased
DOOHAN, PETER WILLIAM	000277294	15/06/2004	27/04/2006	Ceased
EGAN, ANTHONY JOHN	000249729	01/01/2004	20/02/2006	Ceased
ERVIN, JOHN PHILIP	000250598	14/02/2005	25/08/2006	Ceased
EVANS, CHRISTIAN	000298607	27/02/2006	31/10/2006	Ceased
EXINTARIS, CHRISTOPHER JAMES	000299804	30/03/2006	19/06/2006	Ceased
FOOT, Roger Phillip	000249890	01/01/2004	06/09/2006	Ceased
FRIEDRICH, EB GEORGE	000249967	01/01/2004	19/12/2006	Ceased
FUDGE, ANDREW JOHN	000249903	01/01/2004	19/09/2006	Ceased
GALLIERS, JAMES REECE	000255763	20/01/2004	24/05/2006	Ceased
GARFIELD, JEFFREY ALAN	000249961	01/01/2004	25/09/2006	Ceased
GARTZONIS, VASILEIOS	000291452	29/07/2005	15/08/2006	Ceased
GENERATIONAL FINANCIAL ADVICE PTY LTD	000253231	01/01/2004	11/09/2006	Ceased
GEORGE, OWEN JOHN	000282683	21/01/2005	28/12/2006	Ceased
GLOBAL CONSULTING SERVICES (GCS) PTY LTD	000268558	14/03/2006	03/04/2006	Ceased
GOSEN, GERRY MARINUS	000250703	07/01/2004	13/10/2006	Ceased
GOUGH, GLYNN DEREK	000276387	21/05/2004	14/06/2006	Ceased
GREENFIELD, KENNETH WILLIAM	000250544	01/03/2004	15/08/2006	Ceased
GREENHAM, BARRY RICHARD	000249984	01/01/2004	19/09/2006	Ceased
HAGGERTY, STEVEN JOHN	000285912	09/03/2005	01/02/2006	Ceased
HALE, NATHAN EDWARD	000289591	17/01/2006	06/09/2006	Ceased
HARISSON, COLLEEN JOYCE	000250003	01/01/2004	11/09/2006	Ceased
HARRINGTON, PAUL	000250044	01/01/2004	16/11/2006	Ceased
HAYES, PETER MALCOLM	000249822	01/01/2004	23/11/2006	Ceased
HELMES, AMANDA	000296380	06/12/2005	23/08/2006	Ceased
HENRY, VAUGHAN	000292850	05/06/2006	31/08/2006	Ceased
HINWOOD, DAVID LESLIE	000249878	01/01/2004	13/02/2006	Ceased
HOCKLEY, COLIN JOHN	000249740	01/01/2004	14/08/2006	Ceased
HOUGHTON, MELINDA	000290343	30/06/2005	25/09/2006	Ceased
HOWARD, JOHN WILLIAM	000229189	04/07/2005	25/08/2006	Ceased
HUDSON, DAVID LESLIE	000249835	01/01/2004	04/07/2006	Ceased
IERACI, PAUL	000250622	17/02/2005	10/01/2006	Ceased
JENKIN, GRAHAM CHARLES	000249992	01/01/2004	12/04/2006	Ceased
JENKINSON, ANNETTE DOROTHY	000249781	01/01/2004	01/02/2006	Ceased
JOHNSON, PETER DAVID	000249854	01/01/2004	22/02/2006	Ceased
JONES, DALE ALAN	000249818	01/01/2004	30/01/2006	Ceased
KEATS, NICHOLAS AARON JOHN	000249748	01/01/2004	03/04/2006	Ceased
KENDALL, NEIL ANDREW	000249766	01/01/2004	31/08/2006	Ceased
KLEVER, AIMEE CHRISTEL	000289367	08/06/2005	06/03/2006	Ceased
KORAL, MARK	000296739	14/12/2005	24/10/2006	Ceased
LANE, RACHEL KYLA	000280754	21/03/2006	04/08/2006	Ceased
LAVENDER, SHANE	000300367	20/04/2006	29/09/2006	Ceased
LORKIN, SCOTT GREGORY	000250612	20/06/2005	03/07/2006	Ceased
LUNT, PETER JOHN	000250725	22/05/2006	11/12/2006	Ceased
LYONS, NICOLA	000280800	28/09/2004	25/08/2006	Ceased
M & M DAYMAN PTY LTD	000250149	01/01/2004	05/06/2006	Ceased
MACKLIN, SUSAN ELIZABETH	000249774	01/01/2004	09/10/2006	Ceased
MALACHOWSKI, ALLAN PAUL	000249928	01/01/2004	08/11/2006	Ceased
MARSHALL, DAVID JOHN	000250025	01/01/2004	30/08/2006	Ceased
MCCONACHIE, ROSS JAMES	000253230	01/01/2004	11/09/2006	Ceased
MCCORMICK HARRIS FINANCIAL SERVICES PT	000250150	01/01/2004	12/04/2006	Ceased
MCKNEIL, IAN ARTHUR	000297242	11/01/2006	28/11/2006	Ceased
MEYER, GREIG	000270961	15/03/2004	13/02/2006	Ceased
MICHAEL, RYAN STEVEN	000286908	07/04/2005	29/03/2006	Ceased
MIRAMS, JAMES ANTHONY	000249735	01/01/2004	27/03/2006	Ceased
MONTGOMERY, JANET CLAIRE	000280124	01/09/2005	26/05/2006	Ceased
MOY, KRISTI HELENE	000292525	31/08/2005	13/02/2006	Ceased
NALTY, PATRICK MICHAEL	000249770	01/01/2004	27/03/2006	Ceased
NICOL, MURRAY RAYMOND	000278355	14/11/2005	21/03/2006	Ceased
NICOLSON, ROBERT NEIL	000249768	01/01/2004	16/03/2006	Ceased
O'BRIEN, ROBERT FRANCIS	000249762	01/01/2004	21/06/2006	Ceased
O'NEIL, JARROD ANTHONY	000250015	01/01/2004	21/02/2006	Ceased
O'NEIL, OWEN ALEXANDER	000257615	23/01/2004	25/05/2006	Ceased
PALMER, GLEN STUART	000296039	24/11/2005	03/04/2006	Ceased
PALMER, REBEKAH	000292105	18/08/2005	24/04/2006	Ceased
PARADIGM WEALTH MANAGEMENT PTY LTD	000250135	01/01/2004	27/03/2006	Ceased
PARKER, ANDRE JAMES	000294952	27/10/2005	28/06/2006	Ceased
PARKINSON, BRUCE	000303235	17/07/2006	20/07/2006	Ceased
PARSONS, CHRIS LYN	000232628	26/08/2005	18/04/2006	Ceased
PCU INVESTMENT SERVICES PTY. LTD.	000282259	15/11/2004	13/10/2006	Ceased
PCU WEALTH SOLUTIONS PTY LTD	000277839	01/07/2004	13/10/2006	Ceased
PECK, CAMERON JOHN	000249737	01/01/2004	27/03/2006	Ceased
PENNELL, JOSHUA	000305034	29/08/2006	12/10/2006	Ceased
PHAN, KHAI TUAN	000246107	09/09/2004	11/12/2006	Ceased
PRENDERGAST, JULIAN	000252982	23/08/2005	15/08/2006	Ceased
Pembroke, Sylvia	000249969	01/01/2004	09/10/2006	Ceased
RAHALI CORPORATION PTY. LTD.	000250156	01/01/2004	08/09/2006	Ceased
ROBINSON, PETER ERASMUS	000295398	04/11/2005	23/08/2006	Ceased
ROSE, NICHOLAS	000296388	06/12/2005	31/03/2006	Ceased
ROWE, BETH	000300320	18/04/2006	04/07/2006	Ceased
SALT, COLIN	000250059	01/01/2004	06/07/2006	Ceased
SCALLAN, SIMON PATRICK	000281519	20/09/2005	25/08/2006	Ceased
SHALAGIN, RICHARD	000250539	20/02/2004	24/04/2006	Ceased
SHAW, GARY RICHARD	000249817	01/01/2004	30/08/2006	Ceased
SILVAN RIDGE INSURANCE CONSULTANTS PTY. LTD.	000251039	01/01/2004	10/05/2006	Ceased
SLACK, ALAN CHARLES	000249730	01/01/2004	25/08/2006	Ceased
SPENCE, CHRISTOPHER	000278286	14/07/2004	28/09/2006	Ceased
STADLER, JOSEF	000305126	30/08/2006	11/10/2006	Ceased
STERLSON, CHRISTINE LYNNE	000248002	31/08/2005	20/02/2006	Ceased
STONIS, ARNIS J	000261463	24/03/2004	27/03/2006	Ceased
SUGDEN, CASEY	000292898	07/09/2005	12/04/2006	Ceased
SUMMERS, JULIAN	000301420	22/05/2006	07/08/2006	Ceased
TANNER, JOHN	000250063	01/01/2004	06/07/2006	Ceased
TESORIERO, RENEE KYM	000273596	31/03/2004	01/03/2006	Ceased
THOMPSON, ANTHONY	000275074	23/04/2004	22/09/2006	Ceased
TREW, MEREDITH	000255083	13/01/2004	03/10/2006	Ceased
TUPICOFF, GARY	000250935	01/01/2004	11/09/2006	Ceased
VASSILIOU, GEORGE	000299809	30/03/2006	04/07/2006	Ceased
VINES, ANDREW JOHN	000249787	01/01/2004	16/05/2006	Ceased
WAY, BENJAMIN JAMES	000249937	21/09/2001	10/01/2006	Ceased
WEALTH & WELLBEING PTY LTD	000276154	14/05/2004	28/09/2006	Ceased
ZAVAHIR, Bishrul Farshan	000250047	01/01/2004	09/01/2006	Ceased
ZAVCORP PTY LTD	000250160	01/01/2004	09/01/2006	Ceased
ZURVAS, RACHEL MAUREEN	000243229	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	5	6.5%
PROFESSIONAL INVESTMENT SERVICES PTY LTD	4	5.2%
licence 297239	4	5.2%
SENTRY FINANCIAL SERVICES PTY LTD	4	5.2%
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD	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	3	3.9%
licence 230690	2	2.6%
SYNCHRON ADVICE PTY LTD	2	2.6%
licence 232686	2	2.6%
BRIDGES FINANCIAL SERVICES PTY LIMITED	2	2.6%
licence 240687	1	1.3%
licence 237846	1	1.3%

Other licensees that lost representatives in 2006

ALLIANZ AUSTRALIA INSURANCE LIMITED — 175
ARETE RISK & INSURANCE PARTNERS PTY LTD — 220
COUNT FINANCIAL LIMITED — 130
PROFESSIONAL INVESTMENT SERVICES PTY LTD — 131
QBE INSURANCE (AUSTRALIA) LIMITED — 108
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 146
AIA FINANCIAL SERVICES PTY LIMITED — 243
CLUB MARINE LIMITED — 122
ELKINGTON BISHOP MOLINEAUX INSURANCE BROKERS PTY LIMITED — 114
A.P.V.C. LTD. — 139
ELDERS RURAL SERVICES AUSTRALIA LIMITED — 133
MERCER SUPERANNUATION (AUSTRALIA) LIMITED — 148
VIRGINIA SURETY COMPANY, INC. — 111
HALLMARK GENERAL INSURANCE COMPANY LTD. — 164

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
2005 — 102
2004 — 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.