Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2009

140 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2009 — 3.9% of its record, and 0.9% of everything that ended in Australia that year.

140ended in 2009

3.9%share of CHARTER FINANCIA

0.9%share of 2009

104also 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 2009

The 140 that ended in 2009

CHARTER FINANCIAL PLANNING LIMITED, ended 2009, alphabetical
Representative	Number	From	To	Status
ACTIVE FINANCIAL PLANNING & INSURANCE PTY LTD	000250154	01/01/2004	12/05/2009	Ceased
ADVENT FINANCIAL GROUP PTY LTD	000297745	17/07/2008	10/03/2009	Ceased
ARMSTRONG, CRAIG WILLIAM	000249751	01/01/2004	24/08/2009	Ceased
ATKINSON, RODNEY DONALD	000250388	08/09/2008	29/09/2009	Ceased
BAILIE, CHRISTOPHER John	000281175	22/05/2006	17/09/2009	Ceased
BALLINGER, MARIANNA	000336417	15/04/2009	12/05/2009	Ceased
BARBERIO, TRINITY	000291093	22/09/2008	27/02/2009	Ceased
BARNDEN, TAMMY LOUISE	000331959	10/11/2008	26/10/2009	Ceased
BARNES, MARTIN WILLIAM	000249934	01/01/2004	02/11/2009	Ceased
BECTIVE INVESTMENTS PTY. LTD.	000271372	18/03/2004	22/07/2009	Ceased
BELL, ANDREW	000248429	19/12/2006	20/01/2009	Ceased
BICKERSTAFF, MATTHEW MICHAEL	000332687	03/12/2008	19/01/2009	Ceased
BMRI FINANCIAL SERVICES PTY LTD	000242077	01/06/2007	26/06/2009	Ceased
BOSTELMANN, ANDRE VIDA	000328418	01/08/2008	27/03/2009	Ceased
BROWN, MARK JAMES	000249760	01/01/2004	17/09/2009	Ceased
BURNETT VENTURES PTY LTD	000321408	17/01/2008	07/09/2009	Ceased
BYRNE, PETER DONALD	000310559	19/03/2009	22/05/2009	Ceased
CAPUTO, FRANCIS ALAN	000313044	09/05/2007	27/02/2009	Ceased
CAPUTO, TANYA CLELIA RENEE	000331892	05/11/2008	27/02/2009	Ceased
CASE, GREGORY JON	000318254	04/10/2007	03/08/2009	Ceased
CATTERALL, STEPHEN	000278526	23/07/2008	08/10/2009	Ceased
CLAUDIO, RODEL MANLAPID	000305645	16/10/2007	28/05/2009	Ceased
COLEPEPER, PHILIP RICHARD	000332615	28/11/2008	26/03/2009	Ceased
CORAL COAST FINANCIAL PLANNING PTY LTD	000277062	09/06/2004	30/06/2009	Ceased
CORAL COAST FINANCIAL SERVICES PTY. LTD.	000250127	01/01/2004	24/08/2009	Ceased
CRASE, DAVID JAMES	000249904	01/01/2004	30/06/2009	Ceased
CUBBAGE, MICHAEL RAYMOND	000263212	19/09/2006	01/07/2009	Ceased
DANDJORR PTY. LTD.	000329682	09/09/2008	10/11/2009	Ceased
DARMALI, DAVID	000305441	08/09/2006	04/05/2009	Ceased
DAVIES, PETER LUCAS	000277928	23/12/2008	03/07/2009	Ceased
DE GREGORIO, MARK JOSEPH	000249750	01/01/2004	24/08/2009	Ceased
DEAN, DAVID LESLIE	000312164	01/04/2009	29/09/2009	Ceased
DELEEUW, GRAEME	000250478	16/05/2005	03/06/2009	Ceased
DELFOS, LOUIS ALBERT	000302632	28/01/2009	26/06/2009	Ceased
DOHERTY, BRENDAN	000296660	01/04/2009	05/06/2009	Ceased
DOWLING, MARK	000318430	02/07/2008	10/07/2009	Ceased
DOWNING, TERENCE WILLIAM	000307943	22/11/2006	30/06/2009	Ceased
DUDMAN, ANDREW PHILLIP	000243427	27/08/2007	01/06/2009	Ceased
DYKEMA, PIERRE JACQUES	000329312	29/08/2008	21/07/2009	Ceased
EMPOWER FINANCIAL PLANNING PTY LTD	000338813	02/07/2009	02/07/2009	Ceased
FILIZ, DILEK	000327774	15/07/2008	27/02/2009	Ceased
FINANCIAL DIRECTIONS (NQ) PTY LTD	000290767	19/12/2007	07/09/2009	Ceased
FORSTER, GREGORY PETER	000333703	20/01/2009	08/10/2009	Ceased
FORZA, PAULA LUCILLE	000250352	21/09/2006	23/04/2009	Ceased
FRANCIS, GARY GRAEME	000240697	01/02/2006	12/06/2009	Ceased
FRAWLEY FINANCIAL GROUP PTY LTD	000331541	27/10/2008	01/07/2009	Ceased
FRAWLEY, MICHAEL SCOTT	000244233	27/10/2008	13/10/2009	Ceased
FUTURE PLANNING SOLUTIONS PTY LTD	000318830	23/10/2007	22/07/2009	Ceased
GARDINER, PAUL	000293140	18/12/2008	17/09/2009	Ceased
GIRI, RODNEY KENNETH	000318605	16/10/2007	30/03/2009	Ceased
GOLD FINANCIAL SERVICES PTY. LTD.	000318627	16/10/2007	28/05/2009	Ceased
GORDON, CRAIG	000289965	26/05/2008	27/01/2009	Ceased
GREGOR, RICHARD	000331982	10/11/2008	27/02/2009	Ceased
GREY, LOUIS ALMORO	000328845	14/08/2008	16/04/2009	Ceased
GT FINANCIAL STRATEGIES PTY LTD	000321231	10/01/2008	07/09/2009	Ceased
Gilbert, Tyson James	001257958	03/12/2007	08/01/2009	Ceased
HAMILTON, JULIE	000298486	23/02/2006	09/10/2009	Ceased
HARDWICK, TONY	000239270	07/04/2008	12/10/2009	Ceased
HEATH, CHRISTINE JOY	000286565	13/08/2007	28/04/2009	Ceased
HIBBERT, DEANNE ELISE	000307674	04/04/2008	27/02/2009	Ceased
HODGETTS, LEIGH LOUISE	000270777	26/06/2008	20/02/2009	Ceased
HODSON, PAUL	000293169	12/09/2005	17/09/2009	Ceased
HOEY, SHARON	000320899	21/12/2007	24/08/2009	Ceased
HOLCOMBE, CHRIS	000320675	13/12/2007	30/10/2009	Ceased
HOLMES, ANDREW LESLIE	000264942	02/12/2004	16/11/2009	Ceased
ISELECT LIFE PTY LTD	000313043	09/05/2007	27/02/2009	Ceased
JACKSON, PETER WILLIAM	000225235	26/05/2008	22/12/2009	Ceased
JAFFERS, AMY	000330948	06/05/2009	07/09/2009	Ceased
JONES, ROBERT MORRISON	000249848	01/01/2004	10/03/2009	Ceased
KALZ, MATTHEW GRAHAM	000281789	16/09/2009	20/10/2009	Ceased
KAN, ALINA	000337085	06/05/2009	27/08/2009	Ceased
KDH FINANCIAL PLANNING PTY LTD	000324534	18/04/2008	18/05/2009	Ceased
KHAN, SHARFARAZ	000328645	08/08/2008	27/02/2009	Ceased
KOTLARCZYK, RADOSLAW	000328965	19/08/2008	10/06/2009	Ceased
LAD, MINESH KUMAR	000322801	04/03/2008	27/02/2009	Ceased
LOADER, EDWARD JOHN	000313695	28/05/2007	08/12/2009	Ceased
LYONS, TRENT JOHN	000326289	04/06/2008	14/01/2009	Ceased
Lamvohee, Miguel Julian	000329506	03/09/2008	27/02/2009	Ceased
MACKLIN, SUSAN ELIZABETH	000249774	07/07/2008	24/09/2009	Ceased
MANALLACK, BEVERLEY JOY	000281720	04/02/2008	23/04/2009	Ceased
MCCANN, ELISHA CLARE	000340400	26/08/2009	15/12/2009	Ceased
MCGUINNESS, BRYAN	000280753	27/09/2004	23/07/2009	Ceased
MCRAE, KYLIE JAYNE	000280944	15/02/2008	24/06/2009	Ceased
MIASI, JOSEPH	000328954	19/08/2008	01/01/2009	Ceased
MILTON, MARTIN	000249802	01/01/2004	23/03/2009	Ceased
MILTON, SIMON JOHN	000329708	10/09/2008	12/01/2009	Ceased
MIRTSCHIN, MARGARET MARY	000291370	22/06/2007	24/08/2009	Ceased
MORRISON, BEN	000325193	05/05/2008	27/02/2009	Ceased
MURDEN, MARTIN FREDERICK	000249988	01/01/2004	30/10/2009	Ceased
MURRAY, LINDA JANE	000249827	01/01/2004	24/09/2009	Ceased
NANCE, PETER	000239458	29/08/2008	17/04/2009	Ceased
NEILSON, ROSS ALEXANDER	000325194	05/05/2008	27/02/2009	Ceased
NEW GROUP CONSULTING PTY LTD	000316976	27/08/2007	01/06/2009	Ceased
NGUYEN, MYLEE	000339770	06/08/2009	16/12/2009	Ceased
OGLE, KATIE JANE	000331894	05/11/2008	27/02/2009	Ceased
ORR, JILL AILEEN	000224757	12/10/2006	10/11/2009	Ceased
OVERELL, SANDRA RAE	000250476	30/08/2007	09/02/2009	Ceased
PALEOLOGOS, SOPHIE	000330182	22/09/2008	27/02/2009	Ceased
PATTERSON, DAVID	000322284	15/02/2008	04/08/2009	Ceased
PETERSEN, JOSH	000333734	12/02/2009	09/10/2009	Ceased
PYNE, MICHAEL STUART	000270319	18/04/2006	24/08/2009	Ceased
PYNE, ROBERT CHARLES	000236928	19/07/2005	24/08/2009	Ceased
RACHMAT, JENNY	000299064	17/12/2007	12/01/2009	Ceased
RANSON, PETER WILLIAM	000242184	23/03/2009	30/06/2009	Ceased
REHN, TREVOR ROBERT	000241913	01/06/2007	26/06/2009	Ceased
RENNER, MARTIN CARL	000249847	01/01/2004	10/03/2009	Ceased
RICHARDS, BRADLEY ANTHONY	000239829	14/03/2008	24/07/2009	Ceased
ROSE, RONALD ARTHUR	000290713	01/08/2007	17/07/2009	Ceased
ROSEL, GERALD KEVIN	000265153	27/09/2006	08/09/2009	Ceased
RYAN, MARK BRENDAN	000322216	14/02/2008	13/07/2009	Ceased
SCHONAFINGER, JURGEN HANS	000249849	01/01/2004	10/03/2009	Ceased
SENEVIRATNE, CHRISTOPHER PAUL	000325207	05/05/2008	27/02/2009	Ceased
SHEPHERD, MARK	000327153	27/06/2008	16/03/2009	Ceased
SHERWOOD, JULIE ANN	000335525	19/03/2009	26/03/2009	Ceased
SINGH, CHRISTINE	000321206	09/01/2008	27/02/2009	Ceased
SMITH, ADAM	000236927	19/07/2005	27/02/2009	Ceased
SMITH, ANCELLA	000326569	12/06/2008	27/02/2009	Ceased
STONE, DAVID GEOFFREY	000249853	01/01/2004	21/07/2009	Ceased
SULLY, MARK ANTHONY	000330303	24/09/2008	27/03/2009	Ceased
SUTCLIFFE, SHAUN ANDREW	000323951	03/04/2008	12/02/2009	Ceased
SUTJIPTO, DAVID	000314051	23/05/2008	27/02/2009	Ceased
THE TRUSTEE FOR INVESTMENT AND RISK STRATEGY TRUST	000325561	14/05/2008	14/01/2009	Ceased
THE TRUSTEE FOR PORTFOLIO PLANNERS UNIT TRUST	000328358	12/02/2009	09/10/2009	Ceased
THOMPSON, GUY WILLIAM BROUGHAM	000314866	10/12/2007	13/05/2009	Ceased
THRELFO, RYAN JOSEPH	000320664	13/12/2007	24/12/2009	Ceased
TRIFOMOIS, CON	000327934	18/07/2008	27/01/2009	Ceased
TUSON, MATTHEW WILLIAM	000320846	20/12/2007	12/06/2009	Ceased
VICKERS, KAREN SUSAN	000224392	12/02/2009	09/10/2009	Ceased
VIEIRA, CLAUDIA	000281914	02/05/2007	24/08/2009	Ceased
VLAVIANOS, ERICA ILYA	000324257	22/09/2008	27/02/2009	Ceased
WEISESOLS & ASSOCIATES PTY. LTD.	000318260	04/10/2007	12/10/2009	Ceased
WEISSHARDT, SHEILA	000239989	29/03/2007	21/09/2009	Ceased
WONG, STEVEN	000306708	04/08/2008	24/07/2009	Ceased
WOOD, REX BROOKE	000307408	12/02/2009	09/10/2009	Ceased
WOODGATE, ANDREW WILLIAM	000336980	01/05/2009	16/12/2009	Ceased
WULLF, LINCOLN DAVID	000331893	05/11/2008	27/02/2009	Ceased
XYZCH PTY LTD	000321867	04/02/2008	28/09/2009	Ceased
YAKOUBIAN, OSAMA	000330318	24/09/2008	27/02/2009	Ceased
YORKE FAMILY TRUST	000327160	27/06/2008	27/08/2009	Ceased
YORKE, CLIFFORD GORDON	000243374	27/06/2008	27/08/2009	Ceased

Where they were authorised next

89 of these 140 were followed by another authorisation elsewhere; 51 were the last on that record.

Authorised next by	Authorisations	Share
ISELECT LIFE PTY LTD	16	18.0%
licence 240687	9	10.1%
licence 247105	7	7.9%
CHARTER FINANCIAL PLANNING LIMITED	6	6.7%
SENTRY FINANCIAL SERVICES PTY LTD	5	5.6%
licence 225058	5	5.6%
RI ADVICE GROUP PTY LTD	4	4.5%
PROFESSIONAL INVESTMENT SERVICES PTY LTD	3	3.4%
licence 237641	2	2.2%
licence 247839	2	2.2%
licence 312478	2	2.2%
licence 231138	2	2.2%
TFG AUSTRALIA PTY LTD	1	1.1%
licence 234663	1	1.1%
licence 218887	1	1.1%
AKUMIN FINANCIAL PLANNING PTY LIMITED	1	1.1%
licence 340298	1	1.1%
COMMONWEALTH FINANCIAL PLANNING LIMITED	1	1.1%

Other licensees that lost representatives in 2009

AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 832
BENDIGO AND ADELAIDE BANK LIMITED — 279
AWP AUSTRALIA PTY LTD — 403
AKUMIN FINANCIAL PLANNING PTY LIMITED — 206
ALLIANZ AUSTRALIA INSURANCE LIMITED — 153
ARETE RISK & INSURANCE PARTNERS PTY LTD — 133
COUNT FINANCIAL LIMITED — 234
PROFESSIONAL INVESTMENT SERVICES PTY LTD — 374
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 150
QBE INSURANCE (AUSTRALIA) LIMITED — 225
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 178
AIA FINANCIAL SERVICES PTY LIMITED — 309
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 179
ELKINGTON BISHOP MOLINEAUX INSURANCE BROKERS PTY LIMITED — 471

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
2008 — 111
2006 — 134
2005 — 102
2004 — 98

Money lost after advice you were given?

140 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.