Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2010
136 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2010 — 3.8% of its record, and 0.8% of everything that ended in Australia that year.
136ended in 2010
3.8%share of CHARTER FINANCIA
0.8%share of 2010
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 2010
The 136 that ended in 2010
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ALI, NICHOLAS | 000267403 | 04/05/2007 | 21/04/2010 | Ceased |
| AUSTRALASIAN CONSULTING AND INVESTMENT PTY LTD | 000344167 | 20/01/2010 | 27/04/2010 | Ceased |
| BACHE, PHILIP WILLIAM | 000249741 | 27/02/2009 | 28/06/2010 | Ceased |
| BARR, LACHLAN ANDREWS | 000292304 | 08/12/2009 | 23/12/2010 | Ceased |
| BEAN, ROBERT OWEN | 000249777 | 01/01/2004 | 23/07/2010 | Ceased |
| BELL, BRIAN KENNETH | 000282260 | 15/11/2004 | 03/05/2010 | Ceased |
| BENOVIC, ANTE TONY | 000282077 | 05/09/2007 | 05/10/2010 | Ceased |
| BILL, VINCENT JOHN | 000249782 | 01/01/2004 | 13/07/2010 | Ceased |
| BRADEN, JOHN FRANCIS | 000224771 | 01/02/2006 | 06/12/2010 | Ceased |
| BRADSHAW, GREGORY STANNARD | 000229378 | 17/02/2005 | 12/03/2010 | Ceased |
| BRIDGES SA CARRINGTON PTY LTD | 000296124 | 25/11/2005 | 03/05/2010 | Ceased |
| BRISBANE, ANDREW ROBERT | 000253301 | 27/04/2009 | 13/09/2010 | Ceased |
| BROWN, LINDA | 000391584 | 08/12/2010 | 08/12/2010 | Ceased |
| BUCHANAN, CRAIG RAYMOND | 000326738 | 17/06/2008 | 16/04/2010 | Ceased |
| BUHAGIAR, RACHEL | 000312307 | 16/04/2007 | 09/07/2010 | Ceased |
| CALGARO, ROBERT | 000245845 | 07/07/2005 | 21/06/2010 | Ceased |
| CALLAGHAN, SHAYNE MONS | 000282261 | 15/11/2004 | 03/05/2010 | Ceased |
| CAMERON, WILLIAM DUNCAN | 000342603 | 11/11/2009 | 07/09/2010 | Ceased |
| CAMPBELL, MITCHELL ROBERT | 000332685 | 03/12/2008 | 22/01/2010 | Ceased |
| CAMPBELL, ROBERT CHARLES | 000292275 | 03/12/2008 | 22/01/2010 | Ceased |
| CARR, BRUCE | 000234616 | 16/11/2010 | 22/11/2010 | Ceased |
| CASTELLANO, TONY | 000333319 | 04/05/2009 | 06/09/2010 | Ceased |
| CHARTERIS, CATHERINE ENID MAY | 000328964 | 19/08/2008 | 26/02/2010 | Ceased |
| CHESHIRE, JAMES | 000278572 | 22/12/2009 | 09/07/2010 | Ceased |
| CHRISTOPHERSON, MARK ANTHONY | 000249960 | 01/01/2004 | 11/08/2010 | Ceased |
| CLARK, ANTHONY BRUCE | 000307942 | 22/11/2006 | 28/06/2010 | Ceased |
| COOPER, STEVEN Henry | 000279430 | 19/11/2009 | 20/08/2010 | Ceased |
| CUBBAGE, MICHAEL RAYMOND | 000263212 | 11/09/2009 | 13/04/2010 | Ceased |
| DAVIDSON, ASHLEY | 000342680 | 13/11/2009 | 11/02/2010 | Ceased |
| DINNING, STUART JOHN | 000292831 | 15/06/2009 | 22/02/2010 | Ceased |
| DISCC PTY LIMITED | 000308994 | 01/10/2009 | 29/07/2010 | Ceased |
| DUNN, GRAEME RONALD | 000343097 | 01/12/2009 | 31/03/2010 | Ceased |
| EASTWOOD, ANDREW JAMES | 000300198 | 01/09/2009 | 30/03/2010 | Ceased |
| EATON, RUSSELL | 000288326 | 02/12/2008 | 07/05/2010 | Ceased |
| EVANS, KAREN MAREE | 000338561 | 26/06/2009 | 05/10/2010 | Ceased |
| FAN, PETER TSUAN KUN | 000328225 | 29/07/2008 | 05/07/2010 | Ceased |
| FINANCIAL LOGIC FP PTY LTD | 000306707 | 04/08/2008 | 29/09/2010 | Ceased |
| FISHBURN, JOHN EDWARD | 000250524 | 27/06/2008 | 12/05/2010 | Ceased |
| GARRO, ROXARNA MAREE | 000286314 | 03/12/2008 | 22/01/2010 | Ceased |
| GAUL, ROBERT WATSON | 000334626 | 19/02/2009 | 06/08/2010 | Ceased |
| GLOVER, STUART | 000296894 | 09/02/2010 | 22/02/2010 | Ceased |
| GORDON, BRETT ANDREW | 000244864 | 21/01/2005 | 12/10/2010 | Ceased |
| GREEN, TREVOR | 000331252 | 20/10/2008 | 20/05/2010 | Ceased |
| GRICE, PATRICIA JANE | 000302351 | 25/11/2008 | 01/07/2010 | Ceased |
| GROGAN, JUSTIN PHILLIP | 000322321 | 21/12/2009 | 31/05/2010 | Ceased |
| GUIFRE, LYNETTE NANCY | 000249899 | 01/01/2004 | 12/10/2010 | Ceased |
| GURR, ROGER | 000234843 | 01/01/2004 | 01/10/2010 | Ceased |
| GUTHRIE, HILARY | 000301310 | 18/05/2006 | 19/11/2010 | Ceased |
| HAMMERSLEY, DEBORAH LEE | 000286045 | 03/12/2008 | 22/01/2010 | Ceased |
| HART, CHARLES LEE | 000316607 | 07/07/2008 | 19/05/2010 | Ceased |
| HARTMANN, EUGENE | 000324151 | 08/04/2008 | 29/06/2010 | Ceased |
| HATTON, DAVID TIMOTHY | 000239949 | 11/03/2010 | 05/08/2010 | Ceased |
| HAYNES, JEFF GORDON | 000250473 | 23/06/2006 | 29/03/2010 | Ceased |
| HEATH, ANTONY LUXTON | 000242621 | 13/08/2007 | 31/03/2010 | Ceased |
| HEINE, PETER | 000327495 | 04/07/2008 | 29/03/2010 | Ceased |
| HOLLAND, LINCOLN | 000292147 | 19/08/2005 | 22/11/2010 | Ceased |
| HUNTING, KARL | 000303859 | 31/07/2006 | 31/03/2010 | Ceased |
| HYDE PARK FINANCIAL PLANNING SERVICES PTY LTD | 000328966 | 19/08/2008 | 14/05/2010 | Ceased |
| INTAGLIATA, PAUL SEBASTIAN | 000290852 | 09/08/2007 | 31/03/2010 | Ceased |
| JENKINS, BRYCE | 000332683 | 03/12/2008 | 21/06/2010 | Ceased |
| JOHNSON, MATTHEW DARYL | 000282346 | 24/03/2009 | 31/08/2010 | Ceased |
| KALLIGEROS, HARRY | 000300381 | 30/11/2007 | 26/05/2010 | Ceased |
| KAVANAGH, DUSTIN JON | 000308995 | 01/10/2009 | 29/07/2010 | Ceased |
| KHALIL, SAMUEL | 000278287 | 09/02/2010 | 22/02/2010 | Ceased |
| KILLGALLON, KELLIE | 000335015 | 03/03/2009 | 29/10/2010 | Ceased |
| LAGERWEY, ALEXANDER | 000250005 | 01/01/2004 | 22/11/2010 | Ceased |
| LAMP, VICKI ANN | 000235870 | 25/11/2005 | 03/05/2010 | Ceased |
| LATCHFORD, GRAHAM CHARLES | 000249985 | 01/01/2004 | 15/11/2010 | Ceased |
| LAURETI, SERGIO | 000234865 | 01/05/2008 | 29/01/2010 | Ceased |
| LAWRENCE, AMANDA JAYNE | 000314828 | 03/12/2008 | 22/01/2010 | Ceased |
| LAWRENCE, MARC ANTHONY | 000323997 | 09/02/2010 | 21/07/2010 | Ceased |
| LAWRYK, MATTHEW | 000333216 | 23/06/2010 | 23/12/2010 | Ceased |
| LETICA, GREGORY JOSEPH | 000250574 | 18/08/2004 | 22/07/2010 | Ceased |
| LIFESTYLE WEALTH ADVISERS PTY LTD | 000327533 | 23/10/2009 | 22/03/2010 | Ceased |
| LIM, PAUL KIAN KIONG | 000295724 | 15/11/2005 | 03/05/2010 | Ceased |
| LOONG, JACKSON | 000318097 | 09/02/2010 | 22/02/2010 | Ceased |
| LP FINANCIAL SERVICES PTY. LTD. | 000308884 | 20/12/2006 | 29/07/2010 | Ceased |
| MAGILL, BRIAN RODNEY WILLIAM | 000252677 | 01/07/2004 | 19/03/2010 | Ceased |
| MANFIELD, CLARE MARIE | 000342679 | 13/11/2009 | 11/02/2010 | Ceased |
| MARTENS, NEVILLE CAMPBELL | 000334012 | 30/01/2009 | 18/02/2010 | Ceased |
| MARTIN-BOOKER, NATALIE ALISON | 000335258 | 10/03/2009 | 15/04/2010 | Ceased |
| MCBRYDE, PETER | 000250814 | 03/03/2004 | 11/08/2010 | Ceased |
| MCCALLUM, KATHRYN | 000314628 | 21/06/2007 | 28/06/2010 | Ceased |
| MCCOSKER, RICK | 000249898 | 01/01/2004 | 06/12/2010 | Ceased |
| MCKAY, ALLAN | 000338254 | 16/06/2009 | 06/05/2010 | Ceased |
| MDRW MEMPHIS PTY LTD | 000334625 | 19/02/2009 | 06/08/2010 | Ceased |
| MEEK, ANDREW | 000297357 | 03/02/2010 | 25/05/2010 | Ceased |
| MILLER, BEN BRYCE | 000250934 | 01/04/2009 | 07/09/2010 | Ceased |
| MORGAN, HELEN EVA | 000332686 | 03/12/2008 | 22/01/2010 | Ceased |
| MORGAN, NEIL MERVYN | 000332684 | 03/12/2008 | 22/01/2010 | Ceased |
| MULTIFORTE PTY LIMITED | 000307941 | 22/11/2006 | 28/06/2010 | Ceased |
| MUNARI, DENNIS MICHAEL | 000232689 | 08/01/2010 | 17/09/2010 | Ceased |
| MURRAY, LINDA JANE | 000249827 | 02/12/2009 | 31/03/2010 | Ceased |
| NILSEN, MARK ADAM | 000350213 | 15/04/2010 | 15/11/2010 | Ceased |
| OETJEN, HARTMUT | 000260429 | 29/07/2008 | 02/03/2010 | Ceased |
| PANOU, NITSA OURANIA | 000249939 | 01/01/2004 | 05/07/2010 | Ceased |
| PERSZTIK, CASSANDRA MARIE | 000269019 | 28/03/2007 | 21/06/2010 | Ceased |
| PETROVSKI, PETER | 000281980 | 24/12/2009 | 17/06/2010 | Ceased |
| POLKINGHORNE, DEBRA JOAN | 000332289 | 19/11/2008 | 10/08/2010 | Ceased |
| PRIME LINK FINANCIAL SOLUTIONS PTY LTD | 000300474 | 24/04/2006 | 03/05/2010 | Ceased |
| PRITCHARD, GARY | 000250058 | 01/01/2004 | 10/11/2010 | Ceased |
| PURCELL, JAMES CHURCHILL | 000306167 | 12/11/2009 | 15/10/2010 | Ceased |
| RAMACHANDRAN, RAJIV | 000341772 | 14/10/2009 | 06/12/2010 | Ceased |
| RATTENBURY, JEFFREY | 000289002 | 22/12/2009 | 09/04/2010 | Ceased |
| ROMANJEK, WILLIAM | 000249413 | 09/11/2004 | 19/04/2010 | Ceased |
| RUTHERFORD, MARGARET | 000240965 | 01/05/2009 | 31/05/2010 | Ceased |
| Roussos, SOPHIE | 000343938 | 13/01/2010 | 20/01/2010 | Ceased |
| SAM, TANYA S | 000280500 | 25/05/2010 | 03/08/2010 | Ceased |
| SAUNDERS, JOHN FRANCIS | 000264706 | 08/03/2007 | 21/01/2010 | Ceased |
| SEIVL, LUKE | 000339033 | 13/07/2009 | 06/12/2010 | Ceased |
| SEMPLE, ROBERT LACHLAN | 000306834 | 20/10/2006 | 11/08/2010 | Ceased |
| SEMPLE, ROBERT LACHLAN | 000306834 | 11/08/2010 | 08/10/2010 | Ceased |
| SEMPLE, ROBERT LACHLAN | 000306834 | 22/10/2010 | 17/12/2010 | Ceased |
| SINGH, MANJIT | 000250568 | 09/02/2010 | 22/02/2010 | Ceased |
| SPRADBURY, BRETT | 000314180 | 28/10/2009 | 30/03/2010 | Ceased |
| STAFFORD, LEIGH BRUCE | 000288334 | 11/04/2008 | 31/03/2010 | Ceased |
| STEEL, BRUCE MAXWELL | 000249811 | 01/01/2004 | 30/09/2010 | Ceased |
| STONE, ROBERT WILLIAM | 000249764 | 01/01/2004 | 10/09/2010 | Ceased |
| TATE, PAUL ANTHONY | 000291284 | 07/06/2007 | 22/01/2010 | Ceased |
| TAYLOR, DAVID JOHN | 000306325 | 23/03/2009 | 12/05/2010 | Ceased |
| TAYLOR, DAVID JOHN | 000306325 | 12/05/2010 | 18/05/2010 | Ceased |
| THE FINANCIAL ARCHITECTS PTY LTD | 000258909 | 01/01/2004 | 01/10/2010 | Ceased |
| THORNTON, GREGORY | 000340598 | 01/09/2009 | 30/03/2010 | Ceased |
| TOOHEY, TOM | 000242133 | 23/06/2010 | 22/07/2010 | Ceased |
| TSONIS, GEORGE AGISILAO | 000332696 | 04/12/2008 | 27/04/2010 | Ceased |
| TUCUN, MIRANDA | 000319134 | 23/03/2009 | 15/10/2010 | Ceased |
| TUOHEY, MATTHEW CHARLES | 000249948 | 01/01/2004 | 08/09/2010 | Ceased |
| VAUGHAN, LEWIS | 000243460 | 01/10/2008 | 06/10/2010 | Ceased |
| WALSH, MARCUS GERARD | 000277596 | 01/04/2009 | 09/04/2010 | Ceased |
| WHELAN, MEGAN JANE | 000249799 | 01/01/2004 | 20/07/2010 | Ceased |
| WILKES, MARTIN D | 000250410 | 24/05/2004 | 22/11/2010 | Ceased |
| WILLIAM LEE & PARTNERS PTY LTD | 000250152 | 01/01/2004 | 28/06/2010 | Ceased |
| WILSON, CAMERON JOHN | 000242334 | 23/12/2005 | 05/10/2010 | Ceased |
| WILTSHIRE, ANNE-MAREE | 000257662 | 11/03/2009 | 21/01/2010 | Ceased |
| WISBEY, ROSEMARY ELVA | 000332688 | 03/12/2008 | 22/01/2010 | Ceased |
| WORN, BRYAN ANTHONY | 000264729 | 18/03/2004 | 15/10/2010 | Ceased |
Where they were authorised next
84 of these 136 were followed by another authorisation elsewhere; 52 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| CHARTER FINANCIAL PLANNING LIMITED | 14 | 16.7% |
| licence 234663 | 9 | 10.7% |
| MILLENNIUM 3 FINANCIAL SERVICES PTY LTD | 5 | 6.0% |
| licence 240687 | 4 | 4.8% |
| AKUMIN FINANCIAL PLANNING PTY LIMITED | 4 | 4.8% |
| licence 231138 | 4 | 4.8% |
| BRIDGES FINANCIAL SERVICES PTY LIMITED | 3 | 3.6% |
| licence 344628 | 3 | 3.6% |
| licence 232686 | 2 | 2.4% |
| licence 230689 | 2 | 2.4% |
| SENTRY FINANCIAL SERVICES PTY LTD | 2 | 2.4% |
| LIFESPAN FINANCIAL PLANNING PTY LTD | 2 | 2.4% |
| PSK ADVISORY SERVICES PTY LTD | 2 | 2.4% |
| AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD | 2 | 2.4% |
| PROFESSIONAL INVESTMENT SERVICES PTY LTD | 1 | 1.2% |
| MATRIX PLANNING SOLUTIONS LIMITED | 1 | 1.2% |
| licence 234716 | 1 | 1.2% |
| licence 238030 | 1 | 1.2% |
Other licensees that lost representatives in 2010
- AKUMIN FINANCIAL PLANNING PTY LIMITED — 318
- CHUBB INSURANCE AUSTRALIA LTD — 241
- ARETE RISK & INSURANCE PARTNERS PTY LTD — 140
- COUNT FINANCIAL LIMITED — 204
- PROFESSIONAL INVESTMENT SERVICES PTY LTD — 374
- AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 342
- QBE INSURANCE (AUSTRALIA) LIMITED — 154
- WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 134
- AIA FINANCIAL SERVICES PTY LIMITED — 404
- MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 189
- ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 102
- INSURANCE ADVISERNET AUSTRALIA PTY LIMITED — 90
- ELKINGTON BISHOP MOLINEAUX INSURANCE BROKERS PTY LIMITED — 752
- RESOLUTION LIFE AUSTRALASIA LIMITED — 218
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
- 2009 — 140
- 2008 — 111
- 2006 — 134
- 2005 — 102
- 2004 — 98
Money lost after advice you were given?
136 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.