Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2011

129 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2011 — 3.6% of its record, and 0.8% of everything that ended in Australia that year.

129ended in 2011

3.6%share of CHARTER FINANCIA

0.8%share of 2011

102also 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 2011

The 129 that ended in 2011

CHARTER FINANCIAL PLANNING LIMITED, ended 2011, alphabetical
Representative	Number	From	To	Status
ADVISORLINK FINANCIAL SERVICES PTY LTD	000337904	02/06/2009	30/06/2011	Ceased
ANDREWS, ANNE-MARIE LINDA	000287228	17/08/2009	09/05/2011	Ceased
ARISEN, FIONA	000283094	24/12/2007	10/08/2011	Ceased
AWJ PTY LTD	000250143	01/01/2004	28/11/2011	Ceased
BANNER, PAUL	000317351	07/09/2007	01/04/2011	Ceased
BARNES INVESTMENT GROUP PTY. LTD.	000396393	21/12/2010	16/12/2011	Ceased
BARNES, MARTYN CRAIG	000257898	08/02/2011	16/12/2011	Ceased
BARNETT, MARK EDMUND	000250563	30/04/2010	10/06/2011	Ceased
BEAZLEY, BRIAN MICHAEL	000250635	11/06/2004	01/07/2011	Ceased
BILLINGTON, SCOTT ROBERT	000323053	09/08/2010	14/11/2011	Ceased
BIRD, CHRISTOPHER SHANE	000335694	23/03/2009	02/03/2011	Ceased
BOAK, TED	000250689	23/11/2004	08/03/2011	Ceased
BONOMI, ALISHA	000383699	24/09/2010	16/12/2011	Ceased
BRADSHAW, KEVIN JAMES	000297811	23/12/2009	07/06/2011	Ceased
BRATT, ANTHONY MICHAEL WALSH	000278367	12/07/2010	30/03/2011	Ceased
BRIGGS, JOEL JARROD	000359341	07/06/2010	02/02/2011	Ceased
BRISBANE FINANCIAL SERVICES PTY LTD	000345223	26/02/2010	29/04/2011	Ceased
BROOKS, ANDREW	000278837	03/08/2004	31/07/2011	Ceased
Baker, Alan William	000249919	01/01/2004	28/11/2011	Ceased
CARLINO, PIETRO	000363324	28/06/2010	20/12/2011	Ceased
CHRISTIE, PAUL RICHARD	000253902	07/12/2010	30/12/2011	Ceased
CONSIDINE, GLENN BERNARD	000303245	14/05/2007	10/10/2011	Ceased
COULL, JAMES	000401893	17/03/2011	26/10/2011	Ceased
CRANE, NEVILLE ROBERT	000250000	01/01/2004	15/02/2011	Ceased
CROZIER, RUSSELL BRUCE	000249859	05/05/2004	05/09/2011	Ceased
DGZ FINANCIAL PLANNING PTY LTD	000316846	24/08/2007	30/08/2011	Ceased
DICKENSON FINANCIAL PLANNING PTY LTD	000330511	01/10/2008	18/04/2011	Ceased
DICKENSON, DARREN JAMES	000330510	01/10/2008	18/04/2011	Ceased
DOWNEY, AARON JOSEPH	000268816	01/04/2009	27/04/2011	Ceased
EDWARDS, ROBYN ELAINE	000292192	21/07/2006	09/12/2011	Ceased
FABER, ROBYN ADRIANA	000249823	22/09/2006	18/07/2011	Ceased
FELLOWS, GWENDOLEN JANE	000311025	06/03/2007	14/11/2011	Ceased
FINANCIAL WEALTH ADVISERS PTY LTD	000293195	13/09/2005	06/12/2011	Ceased
FLYNN SPRAKE FINANCIAL SERVICES PTY. LIMITED	000251038	01/01/2004	14/11/2011	Ceased
FRANCIS, CONRAD JOSEPH	000244841	22/12/2008	09/02/2011	Ceased
GEMMILL, CRAIG STUART	000249940	01/01/2004	19/09/2011	Ceased
GODBOLD, ANTHONY DAVID	000223107	29/03/2011	29/04/2011	Ceased
GOH, LEE FEN	000326788	18/06/2008	05/09/2011	Ceased
GOLD COAST FINANCIAL PLANNING PTY LTD	000291217	22/07/2005	16/09/2011	Ceased
HAMILTON, PETER	000302753	30/06/2006	30/08/2011	Ceased
HANSLOW, PAUL	000323511	20/03/2008	11/07/2011	Ceased
HARRIS, DANNI	000387086	04/11/2010	20/12/2011	Ceased
HAYNES, JEFF GORDON	000250473	29/03/2010	26/05/2011	Ceased
HOARE, PHILLIP JOHN	000331580	28/10/2008	29/04/2011	Ceased
HOLDEN, RAYMOND	000231696	18/08/2010	11/08/2011	Ceased
HOWARD FINANCIAL SERVICES PTY. LTD.	000250131	01/01/2004	12/12/2011	Ceased
HOWARD, STUART WAYNE	000249821	01/01/2004	12/12/2011	Ceased
INTEGRA FINANCIAL SERVICES PTY LTD	000253166	01/01/2004	31/07/2011	Ceased
IWEALTH FINANCIAL SERVICES PTY LTD	000302910	12/02/2009	08/03/2011	Ceased
JABBOUR, ISABELLE	000266595	19/06/2007	22/11/2011	Ceased
JOHNSON, ROBERT JOHN	000246005	14/01/2010	28/10/2011	Ceased
JOHNSON, SHANE THOMAS	000249885	01/01/2004	22/07/2011	Ceased
JONES, ALISON MARY	000250066	01/01/2004	06/07/2011	Ceased
KAPEECHKIN, RUSSELL	000321533	27/08/2008	02/02/2011	Ceased
KAY, SUSAN LORRAINE	000229058	01/11/2010	14/10/2011	Ceased
KEARNS, JULIE	000250065	01/01/2004	29/08/2011	Ceased
KEHOE, COLIN BRIAN	000249933	01/01/2004	17/01/2011	Ceased
KELLY, BRETT	000345169	25/02/2010	12/10/2011	Ceased
KENNY, JENNY MARIE	000249029	31/01/2007	14/02/2011	Ceased
KENT, DEBORAH JEAN	000249720	01/01/2004	31/07/2011	Ceased
KHAN, MOHAMMED MUSHTAQUR RAHMAN	000235881	23/06/2010	28/02/2011	Ceased
KOSTARELAS, STEPHEN JOHN	000385779	22/10/2010	21/02/2011	Ceased
KOSTELIZ, FRANCIS	000320154	30/11/2011	30/11/2011	Ceased
LASANCE, ROBERT ARNE	000249831	01/01/2004	26/08/2011	Ceased
LAWRENCE, DARREN TREVOR	000242318	25/06/2010	06/12/2011	Ceased
LEDDIN, CATHERINE ANN	000342944	29/03/2011	08/12/2011	Ceased
LETICA, GREGORY	000384427	05/10/2010	04/03/2011	Ceased
LITTLEHALES, BOB GORDON	000249815	01/01/2004	06/07/2011	Ceased
MACKEY, SERHAN	000318664	11/06/2009	30/11/2011	Ceased
MACMILLAN, TROY BLYTH	000250575	22/05/2006	21/02/2011	Ceased
MAGNUS FINANCIAL SERVICES PTY LIMITED	000326595	07/12/2010	30/12/2011	Ceased
MANTZOURATOS, HARRY	000250024	01/01/2004	07/11/2011	Ceased
MARTIN, JAMES STIRLING	000238627	02/06/2009	30/06/2011	Ceased
MCERVALE, DANIEL EUGENE	000343548	17/12/2009	16/03/2011	Ceased
METELOVSKI, ELVIS	000333638	02/03/2010	07/04/2011	Ceased
MILES, GAVIN JOHN	000249793	01/01/2004	19/05/2011	Ceased
MOORE, THOMAS	000249993	01/01/2004	20/12/2011	Ceased
MORIARTY, JON LUKE	000235262	02/06/2008	29/08/2011	Ceased
NGUYEN, MARI	000317240	21/12/2010	09/11/2011	Ceased
NGUYEN, TAI THANH	000277924	13/09/2005	06/12/2011	Ceased
NORTH COAST WOOD PANELS PTY. LTD.	000295779	16/11/2005	08/06/2011	Ceased
O'BRYAN, DON FRANCIS	000250002	01/01/2004	04/07/2011	Ceased
O'LEARY, ANTHONY STEPHEN	000311477	19/10/2010	31/03/2011	Ceased
O'Neill, Mark Darren	000258450	24/04/2007	11/10/2011	Ceased
PAUL SHEPHERD FINANCIAL HOLDINGS PTY LTD	000318719	09/07/2009	15/03/2011	Ceased
PAYNE, JOHN	000289654	04/02/2008	22/11/2011	Ceased
PEARS, ANTHONY JAMES	000249727	01/01/2004	31/07/2011	Ceased
PGD FINANCIAL SERVICES PTY LTD	000253371	01/01/2004	07/11/2011	Ceased
PHILLIPS, CRAIG	000334567	18/02/2009	20/05/2011	Ceased
PILE, WAYNE	000239823	14/02/2007	07/01/2011	Ceased
PROVENANCE ADVICE PTY LTD	000317352	07/09/2007	01/04/2011	Ceased
Pembroke, Sylvia	000249969	07/07/2008	13/07/2011	Ceased
RAHAMAN, MILENA	000273587	15/12/2009	05/01/2011	Ceased
RAINE, KAREN	000383091	17/09/2010	19/08/2011	Ceased
ROBERTS, TRACEY LOUISE	000331193	31/05/2010	11/02/2011	Ceased
ROBINSON, CRAIG ALAN	000242806	27/06/2008	16/03/2011	Ceased
SHEPHERD, PAUL RICHARD	000338970	09/07/2009	15/03/2011	Ceased
SHEPHERD, PAUL RICHARD	000338970	20/06/2011	19/09/2011	Ceased
SPRAKE, BRIAN CHARLES	000249844	01/01/2004	14/11/2011	Ceased
STAFFORD, PAUL RAYMOND	000249804	01/01/2004	24/01/2011	Ceased
STEWART, SHARON	000350362	16/04/2010	07/01/2011	Ceased
SURCH, ANGELA LOUISE	000327236	30/06/2008	16/06/2011	Ceased
SUTHERN, MARIE LYNETTE	000310991	05/03/2007	14/11/2011	Ceased
SWEETAPPLE, DAVID JOHN	000250816	15/06/2010	23/09/2011	Ceased
TAN, KING CHOON	000343019	27/11/2009	21/02/2011	Ceased
TARR, RYAN KEITH	000331595	28/10/2008	31/08/2011	Ceased
TILLEY, BRADLEY	000313694	28/05/2007	16/03/2011	Ceased
TIPPETT, DAVID KEITH	000298956	14/11/2006	19/01/2011	Ceased
TOTAL FINANCIAL SERVICES (AUST) PTY LTD	000242373	14/04/2009	20/07/2011	Ceased
TROTT, STEPHEN JOHN	000246592	01/08/2007	07/02/2011	Ceased
TSOULOS, JOHN	000239854	13/10/2010	17/01/2011	Ceased
TUCKER, ANDREW CRAIG	000249767	01/01/2004	14/11/2011	Ceased
TURNER, BRETT PAUL	000318729	23/04/2010	11/10/2011	Ceased
TURNER, GEORGE ANTHONY	000249932	01/01/2004	17/01/2011	Ceased
TURTLE, CHRISTOPHER	000275624	23/06/2010	06/12/2011	Ceased
TUXWORTH, JARROD DEL MORO	000327860	16/07/2008	08/09/2011	Ceased
UDUNUWARA, MARGUERITE BERNADETTE	000260894	18/04/2006	03/06/2011	Ceased
VAUGHAN, BRAD	000275592	27/06/2006	22/11/2011	Ceased
VULETICH, SHONEL LOUISE	000341710	12/10/2009	17/05/2011	Ceased
WHEATLEY, GREGORY BRETT	000250786	19/12/2007	08/11/2011	Ceased
WHILEY, REBECCA	000316843	24/08/2007	01/04/2011	Ceased
WICKMAN, GARY GUSTAVE	000250339	15/06/2010	17/01/2011	Ceased
WILLICK, DAVID	000291216	22/07/2005	16/09/2011	Ceased
WILLIS, GARRY	000242240	14/04/2009	04/07/2011	Ceased
WINTOUR, ROBERT DESMOND	000250931	01/01/2004	08/06/2011	Ceased
WYBROW & ASSOCIATES PTY LTD	000283364	14/01/2010	28/10/2011	Ceased
WYBROW, KATRINA	000281327	14/01/2010	28/10/2011	Ceased
WYBROW, MALCOLM	000291968	14/01/2010	28/10/2011	Ceased
ZERVIDES, SOTOS	000260512	09/02/2004	05/12/2011	Ceased

Where they were authorised next

80 of these 129 were followed by another authorisation elsewhere; 49 were the last on that record.

Authorised next by	Authorisations	Share
licence 230692	19	23.8%
CHARTER FINANCIAL PLANNING LIMITED	8	10.0%
licence 230690	8	10.0%
AKUMIN FINANCIAL PLANNING PTY LIMITED	5	6.2%
FITZPATRICKS PRIVATE WEALTH PTY LTD	4	5.0%
licence 231138	4	5.0%
RI ADVICE GROUP PTY LTD	3	3.8%
licence 307248	2	2.5%
PERSONAL FINANCIAL SERVICES LTD	2	2.5%
licence 234664	2	2.5%
licence 238318	2	2.5%
licence 386984	2	2.5%
licence 239171	1	1.2%
licence 246934	1	1.2%
LIFESPAN FINANCIAL PLANNING PTY LTD	1	1.2%
WEALTH TODAY PTY LTD	1	1.2%
licence 230689	1	1.2%
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED	1	1.2%

Other licensees that lost representatives in 2011

QBE INSURANCE (AUSTRALIA) LIMITED — 180
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 138
AIA FINANCIAL SERVICES PTY LIMITED — 194
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 157
ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 97
INSURANCE AUSTRALIA LIMITED — 425
CLUB MARINE LIMITED — 102
RESOLUTION LIFE AUSTRALASIA LIMITED — 317
CLASSIC CLUBS LIMITED — 174
MERCER SUPERANNUATION (AUSTRALIA) LIMITED — 96
NTI LIMITED — 142
NATIONAL AUSTRALIA BANK LIMITED — 183
TAL DIRECT PTY LIMITED — 121
TAL AUSTRALIA DISTRIBUTION LIMITED — 114

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
2010 — 136
2009 — 140
2008 — 111
2006 — 134
2005 — 102
2004 — 98

Money lost after advice you were given?

129 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.