# Representatives who left CHARTER FINANCIAL PLANNING LIMITED in 2008 — afs-rep

> 111 authorisations by CHARTER FINANCIAL PLANNING LIMITED ended during 2008.

## Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2008

111 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2008 — 3.1% of its record, and 0.7% 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 2008](/ceased/2008.md)

### The 111 that ended in 2008

*CHARTER FINANCIAL PLANNING LIMITED, ended 2008, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ASCENDIA INVESTMENT MANAGERS PTY LTD | [000251037](/search.md) | 01/01/2004 | 01/07/2008 | Ceased |
| AUSTIN, DANIELLE LEE | [000298692](/search.md) | 25/07/2006 | 15/01/2008 | Ceased |
| AYRE, RICHARD BRIAN | [000250746](/search.md) | 01/08/2007 | 05/05/2008 | Ceased |
| BACKMAN, ALAN JOSEPH | [000249952](/search.md) | 01/01/2004 | 06/03/2008 | Ceased |
| BECKFORD, JAMES CHARLES | [000319688](/search.md) | 20/11/2007 | 18/07/2008 | Ceased |
| BELL, ADAM | [000310894](/search.md) | 18/12/2007 | 21/04/2008 | Ceased |
| BENNETT, KERRY ANNE | [000319082](/search.md) | 30/10/2007 | 28/10/2008 | Ceased |
| BERNS, STEPHANIE LOUISE | [000291741](/search.md) | 29/11/2007 | 06/10/2008 | Ceased |
| BINELLO, KEVIN JOHN | [000286926](/search.md) | 27/06/2006 | 03/06/2008 | Ceased |
| BLASSIS, PETER | [000294088](/search.md) | 21/12/2005 | 19/08/2008 | Ceased |
| BOLLINGTON, DENNIS JOHN | [000325913](/search.md) | 23/05/2008 | 24/07/2008 | Ceased |
| BUNKER, ALAN DAVID | [000249724](/search.md) | 01/01/2004 | 28/07/2008 | Ceased |
| BYRNES, GEOFFREY | [000314742](/search.md) | 25/06/2007 | 05/11/2008 | Ceased |
| CAMPBELL, COLIN | [000250941](/search.md) | 01/01/2004 | 25/02/2008 | Ceased |
| CARTER, DANIEL | [000311692](/search.md) | 26/03/2007 | 10/09/2008 | Ceased |
| CATALYST FINANCIAL SOLUTIONS PTY LTD | [000283152](/search.md) | 14/12/2004 | 01/07/2008 | Ceased |
| CLOUT, PETER DALLIS | [000250012](/search.md) | 01/01/2004 | 16/10/2008 | Ceased |
| COLTAMN, NEIL GEORGE | [000249897](/search.md) | 01/01/2004 | 10/07/2008 | Ceased |
| CONWAY, ROGER JOHN | [000255604](/search.md) | 02/08/2007 | 06/03/2008 | Ceased |
| COULSON, KENNETH WILLIAM | [000253905](/search.md) | 08/01/2004 | 28/07/2008 | Ceased |
| COULSON, ROBERT WILLIAM | [000249941](/search.md) | 01/01/2004 | 28/07/2008 | Ceased |
| COVERIGHT VIC PTY LTD | [000275364](/search.md) | 28/04/2004 | 18/04/2008 | Ceased |
| CRONIN, RACHAEL LOUISE | [000307952](/search.md) | 26/05/2008 | 30/06/2008 | Ceased |
| CRUNDELL, KAVIN | [000314911](/search.md) | 29/06/2007 | 24/10/2008 | Ceased |
| DE HAAN, MICHAEL ANTHONY | [000249883](/search.md) | 01/01/2004 | 04/08/2008 | Ceased |
| DEAKIN, JODIE LEE | [000272641](/search.md) | 24/03/2004 | 31/03/2008 | Ceased |
| DEWAR, CLAYTON | [000320054](/search.md) | 28/11/2007 | 16/12/2008 | Ceased |
| DONNELLY, BRUCE | [000332981](/search.md) | 12/12/2008 | 18/12/2008 | Ceased |
| DOROGI, KARINA | [000288989](/search.md) | 26/05/2005 | 10/06/2008 | Ceased |
| EASTWOOD, GREGORY | [000299770](/search.md) | 30/03/2006 | 05/09/2008 | Ceased |
| ELDER, GARRY FRANCIS | [000249874](/search.md) | 17/03/2004 | 08/10/2008 | Ceased |
| ELLIOTT, RITCHIE THOMAS | [000239749](/search.md) | 21/03/2007 | 24/09/2008 | Ceased |
| FINNEY, IAN | [000266766](/search.md) | 01/08/2007 | 18/03/2008 | Ceased |
| FLYNN, JOHN | [000249845](/search.md) | 01/01/2004 | 16/10/2008 | Ceased |
| GAMBRILL, LOUIS | [000318670](/search.md) | 17/10/2007 | 15/04/2008 | Ceased |
| GARRIGAN, ANDREW | [000263457](/search.md) | 15/04/2004 | 13/03/2008 | Ceased |
| GORRIE, STEPHEN PAUL | [000272642](/search.md) | 24/03/2004 | 31/03/2008 | Ceased |
| GRAY, ANDREW | [000279208](/search.md) | 31/03/2006 | 11/02/2008 | Ceased |
| HANSLOW, HILARY | [000323510](/search.md) | 20/03/2008 | 07/08/2008 | Ceased |
| HECKER, JOHN | [000249982](/search.md) | 01/01/2004 | 28/07/2008 | Ceased |
| HIGGINS, GLENN BARRY | [000318355](/search.md) | 04/02/2008 | 18/03/2008 | Ceased |
| HOANG, SAO CHUNG | [000318616](/search.md) | 16/10/2007 | 09/07/2008 | Ceased |
| INVESTMENT EVOLUTION FINANCIAL PLANNING PTY LTD | [000311388](/search.md) | 11/04/2008 | 16/04/2008 | Ceased |
| IRVING, DANIEL JAMES | [000305988](/search.md) | 25/06/2007 | 19/02/2008 | Ceased |
| JEFFERY, LEIGH | [000293798](/search.md) | 03/12/2008 | 04/12/2008 | Ceased |
| JOSMAN FINANCIAL GROUP PTY LTD | [000283726](/search.md) | 11/01/2005 | 11/01/2008 | Ceased |
| KASSULKE, PAUL | [000317124](/search.md) | 30/08/2007 | 11/01/2008 | Ceased |
| KENNEDY WESTERN FINANCIAL GROUP PTY LTD | [000251041](/search.md) | 01/01/2004 | 16/06/2008 | Ceased |
| KEYS FP PTY LTD | [000250140](/search.md) | 01/01/2004 | 04/01/2008 | Ceased |
| KILLEN, GLEN | [000307945](/search.md) | 22/11/2006 | 07/02/2008 | Ceased |
| KITE, CLARE | [000318614](/search.md) | 16/10/2007 | 05/08/2008 | Ceased |
| KUHN, MANFRED | [000250073](/search.md) | 01/01/2004 | 11/07/2008 | Ceased |
| LANCASTER, GEOFFREY WILLIAM | [000249763](/search.md) | 01/01/2004 | 24/07/2008 | Ceased |
| LAURETI, SERGIO | [000234865](/search.md) | 20/06/2007 | 01/05/2008 | Ceased |
| LAVITHIS, MAUREEN | [000257210](/search.md) | 07/01/2008 | 22/01/2008 | Ceased |
| LOURENS, MARIUS | [000322427](/search.md) | 21/02/2008 | 11/07/2008 | Ceased |
| MAHMASSANI, BILAL | [000330754](/search.md) | 07/10/2008 | 03/11/2008 | Ceased |
| MASON, GRAHAM JOHN | [000250757](/search.md) | 19/06/2006 | 25/07/2008 | Ceased |
| MASON-COX, PHILIP DOMINIC | [000249855](/search.md) | 01/01/2004 | 04/01/2008 | Ceased |
| MCCONNELL, BIANCA LAURA | [000250589](/search.md) | 16/02/2005 | 10/06/2008 | Ceased |
| MCGUINNESS, JASON | [000297070](/search.md) | 29/12/2005 | 01/10/2008 | Ceased |
| MCMAHON, PATRICIA MARY | [000296406](/search.md) | 06/12/2005 | 02/07/2008 | Ceased |
| MENKENS, LEO IGNATIUS | [000250534](/search.md) | 01/01/2004 | 11/02/2008 | Ceased |
| MENKENS, REID MATTHEW | [000250932](/search.md) | 01/01/2004 | 11/02/2008 | Ceased |
| NASER, SUHAL | [000249753](/search.md) | 01/01/2004 | 02/10/2008 | Ceased |
| NGO, ANH | [000303895](/search.md) | 02/08/2006 | 20/05/2008 | Ceased |
| O'NEIL, ANDREW JAMES | [000286899](/search.md) | 06/04/2005 | 16/06/2008 | Ceased |
| O'NEIL, JOHN ANTHONY | [000250016](/search.md) | 01/01/2004 | 11/06/2008 | Ceased |
| ODANE PTY LTD | [000250159](/search.md) | 01/01/2004 | 02/07/2008 | Ceased |
| ORR, DAVID SPENCER | [000294924](/search.md) | 13/10/2006 | 09/09/2008 | Ceased |
| PARRELLA, MATTHEW | [000312401](/search.md) | 03/01/2008 | 30/10/2008 | Ceased |
| PARSONS, CHRISTOPHER | [000315562](/search.md) | 24/10/2007 | 17/12/2008 | Ceased |
| PERKINS, WAYNE RICHARD | [000249832](/search.md) | 01/01/2004 | 09/09/2008 | Ceased |
| POOLE, KRISTIAN | [000317044](/search.md) | 29/08/2007 | 08/08/2008 | Ceased |
| PRESTON, JAYNE LOUISE | [000264196](/search.md) | 15/04/2004 | 30/05/2008 | Ceased |
| PRIORITY FINANCIAL ADVISERS PTY LIMITED | [000318671](/search.md) | 17/10/2007 | 15/04/2008 | Ceased |
| RAO, RAJESH BANGALORE NARAYANA | [000289329](/search.md) | 23/05/2008 | 02/09/2008 | Ceased |
| RATTENBURY, JEFFREY | [000289002](/search.md) | 26/05/2005 | 12/08/2008 | Ceased |
| RIGGS, PHILIP JAMES | [000241858](/search.md) | 01/06/2007 | 04/07/2008 | Ceased |
| ROBERT STONE & ASSOCIATES PTY LTD | [000250163](/search.md) | 01/01/2004 | 01/08/2008 | Ceased |
| ROBINSON, DAVID JOHN | [000321926](/search.md) | 03/06/2008 | 19/08/2008 | Ceased |
| SARACOGLU, SHAHIN | [000249869](/search.md) | 01/01/2004 | 02/10/2008 | Ceased |
| SCHILL, STEPHEN | [000296030](/search.md) | 24/11/2005 | 19/09/2008 | Ceased |
| SEFTON, JAMES | [000236025](/search.md) | 09/08/2006 | 28/07/2008 | Ceased |
| SHAPTER, TIMOTHY JOHN | [000242511](/search.md) | 02/11/2007 | 22/07/2008 | Ceased |
| SINGH, PRABHJINDER | [000332642](/search.md) | 28/11/2008 | 02/12/2008 | Ceased |
| SKARRATT, DONALD RUSSELL | [000249951](/search.md) | 01/01/2004 | 02/01/2008 | Ceased |
| SMIT, ALEXANDER | [000318831](/search.md) | 23/10/2007 | 11/04/2008 | Ceased |
| SMITH, CRAIG ANTHONY | [000241987](/search.md) | 28/06/2007 | 03/06/2008 | Ceased |
| SNELL, MICHAEL | [000250060](/search.md) | 30/03/2005 | 29/04/2008 | Ceased |
| SPEELMAN, AARON | [000318615](/search.md) | 16/10/2007 | 09/07/2008 | Ceased |
| SPENCER, IAN MYLES | [000242849](/search.md) | 05/05/2006 | 25/07/2008 | Ceased |
| STEPHENS, ALLAN CHARLES | [000249856](/search.md) | 01/01/2004 | 18/04/2008 | Ceased |
| STEVENS, PETER ROBERT | [000249783](/search.md) | 01/01/2004 | 16/06/2008 | Ceased |
| STEWART, DAVID JOHN | [000249997](/search.md) | 01/01/2004 | 01/02/2008 | Ceased |
| STRATEGY FINANCIAL CONSULTING PTY LTD | [000307944](/search.md) | 22/11/2006 | 07/02/2008 | Ceased |
| SUM, KEVRIN | [000313020](/search.md) | 26/05/2008 | 18/12/2008 | Ceased |
| SUMMERS FS PTY LIMITED | [000311027](/search.md) | 18/12/2007 | 21/04/2008 | Ceased |
| SUMMERS, SCOTT PETER | [000250718](/search.md) | 18/12/2007 | 21/04/2008 | Ceased |
| TAILORED FINANCIAL SERVICES PTY. LTD. | [000250139](/search.md) | 01/01/2004 | 03/07/2008 | Ceased |
| TAYLOR, CLINTON ALLAN | [000326699](/search.md) | 16/06/2008 | 24/09/2008 | Ceased |
| THOMAS, DANIEL MARTIN | [000278808](/search.md) | 31/03/2006 | 11/02/2008 | Ceased |
| THOMPSON, NARELLE | [000249732](/search.md) | 01/01/2004 | 13/06/2008 | Ceased |
| TREWARTHA, KAYE LOUISE | [000329142](/search.md) | 25/08/2008 | 16/12/2008 | Ceased |
| TSERIPSKIY, NATALIE | [000328644](/search.md) | 08/08/2008 | 24/10/2008 | Ceased |
| VLAVIANOS, ERICA ILYA | [000324257](/search.md) | 10/04/2008 | 17/09/2008 | Ceased |
| WATSON, ELLIOT LIONEL | [000314920](/search.md) | 29/06/2007 | 01/09/2008 | Ceased |
| WATSON, SUSAN JEAN | [000318642](/search.md) | 16/10/2007 | 10/07/2008 | Ceased |
| WEBBER, ANTHONY JOSEPH | [000255815](/search.md) | 02/11/2007 | 20/05/2008 | Ceased |
| WILLIAMS, BENJAMIN RAY | [000249785](/search.md) | 01/01/2004 | 16/06/2008 | Ceased |
| YOUNG, CHRISTOPHER DAVID | [000294648](/search.md) | 18/10/2005 | 31/03/2008 | Ceased |

### Where they were authorised next

66 of these 111 were followed by another authorisation elsewhere; 45 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| [INFOCUS SECURITIES AUSTRALIA PTY LTD](/licensee/infocus-securities-australia-pty-ltd.md) | 6 | 9.1% |
| [CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) | 5 | 7.6% |
| licence 321346 | 5 | 7.6% |
| [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited.md) | 4 | 6.1% |
| [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd.md) | 4 | 6.1% |
| [MADISON FINANCIAL GROUP PTY LTD](/licensee/madison-financial-group-pty-ltd.md) | 4 | 6.1% |
| licence 234663 | 3 | 4.5% |
| [MORGANS FINANCIAL LIMITED](/licensee/morgans-financial-limited.md) | 2 | 3.0% |
| licence 240687 | 2 | 3.0% |
| licence 238307 | 2 | 3.0% |
| licence 238291 | 2 | 3.0% |
| licence 227091 | 2 | 3.0% |
| licence 234716 | 2 | 3.0% |
| [RI ADVICE GROUP PTY LTD](/licensee/ri-advice-group-pty-ltd.md) | 1 | 1.5% |
| [PERSONAL FINANCIAL SERVICES LTD](/licensee/personal-financial-services-ltd.md) | 1 | 1.5% |
| [MGD WEALTH LTD](/licensee/mgd-wealth-ltd.md) | 1 | 1.5% |
| licence 239183 | 1 | 1.5% |
| [FYG PLANNERS PTY LTD](/licensee/fyg-planners-pty-ltd.md) | 1 | 1.5% |

### Other licensees that lost representatives in 2008

- [COUNT FINANCIAL LIMITED](/licensee/count-financial-limited/2008.md) — 211
- [PROFESSIONAL INVESTMENT SERVICES PTY LTD](/licensee/professional-investment-services-pty-ltd/2008.md) — 219
- [AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED](/licensee/australia-and-new-zealand-banking-group-limited/2008.md) — 98
- [QBE INSURANCE (AUSTRALIA) LIMITED](/licensee/qbe-insurance-australia-limited/2008.md) — 354
- [WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD](/licensee/wyndham-vacation-clubs-south-pacific-ltd/2008.md) — 280
- [AIA FINANCIAL SERVICES PTY LIMITED](/licensee/aia-financial-services-pty-limited/2008.md) — 340
- [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd/2008.md) — 120
- [ELKINGTON BISHOP MOLINEAUX INSURANCE BROKERS PTY LIMITED](/licensee/elkington-bishop-molineaux-insurance-brokers-pty-limited/2008.md) — 248
- [A.P.V.C. LTD.](/licensee/a-p-v-c-ltd/2008.md) — 161
- [ELDERS RURAL SERVICES AUSTRALIA LIMITED](/licensee/elders-rural-services-australia-limited/2008.md) — 129
- [MERCER SUPERANNUATION (AUSTRALIA) LIMITED](/licensee/mercer-superannuation-australia-limited/2008.md) — 130
- [NATIONAL AUSTRALIA BANK LIMITED](/licensee/national-australia-bank-limited/2008.md) — 134
- [HALLMARK GENERAL INSURANCE COMPANY LTD.](/licensee/hallmark-general-insurance-company-ltd/2008.md) — 253
- [ALLIANZ AUSTRALIA LIFE INSURANCE LIMITED](/licensee/allianz-australia-life-insurance-limited/2008.md) — 108

### 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
- [2006](/licensee/charter-financial-planning-limited/2006.md) — 134
- [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?

111 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/2008/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19