Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2012

176 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2012 — 4.9% of its record, and 1.2% of everything that ended in Australia that year.

176ended in 2012

4.9%share of CHARTER FINANCIA

1.2%share of 2012

136also 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 2012

The 176 that ended in 2012

CHARTER FINANCIAL PLANNING LIMITED, ended 2012, alphabetical
Representative	Number	From	To	Status
ACCADIA, Matteo	000250477	28/05/2012	17/12/2012	Ceased
AMBROSE, DEREK ALLAN	000243486	23/09/2005	28/02/2012	Ceased
BAKER, CHRISTOPHER MARK	000322640	05/03/2009	29/02/2012	Ceased
BAKSHI, VISHAL	000324694	30/04/2012	20/08/2012	Ceased
BARRATT, JAMES FRANCIS	000260797	10/01/2011	27/06/2012	Ceased
BCR FINANCIAL PLANNING PTY LTD	000253766	15/04/2010	02/05/2012	Ceased
BELL, STEPHEN MARK	000263492	23/03/2009	15/05/2012	Ceased
BLUNDELL, BRYAN	000409968	03/09/2012	28/09/2012	Ceased
BLYTHE, ANTHONY	000266758	31/05/2010	13/02/2012	Ceased
BOOTE, DANIEL GRAHAM	000303246	07/04/2008	05/04/2012	Ceased
BORZILLO, ALBERT	000229872	30/09/2010	31/08/2012	Ceased
BRENDAN ATKINS & ASSOCIATES PL LIFE'S A BREEZE PL CHARTER CAPITAL WEALTH MANAGEMENT PL BAKER YOUNG HART PL & JANE T GUN CHILL ADVICE PL VISSER ADVICE PL PFMH PL DARREN LEE BRIDGES STERZL & ASSOC PL	000331222	04/04/2012	30/07/2012	Ceased
BROWN, GAVIN JOHN	000253315	16/10/2009	05/04/2012	Ceased
BURRIDGE, SANTI	000264999	14/03/2012	30/07/2012	Ceased
C CARD & T CARD	000274064	12/06/2012	12/06/2012	Ceased
CAFARELLA, ANTONY LORENZO	000244698	14/05/2012	01/06/2012	Ceased
CAMPBELL, MICHAEL JOHN	000339849	10/08/2009	19/03/2012	Ceased
CASEY, KATHRYN ANN ELIZABETH	000242823	23/09/2004	04/06/2012	Ceased
CHESHIRE, JAMES	000432252	17/12/2012	17/12/2012	Ceased
CHOOSE WEALTH FINANCIAL GROUP PTY LTD	000424634	10/07/2012	10/07/2012	Ceased
COLLINS, LYNNE	000315229	10/12/2009	20/01/2012	Ceased
COLLINS, LYNNE	000315229	04/04/2012	01/10/2012	Ceased
COMENSOLI, BRENDAN WILLIAM	000250531	01/01/2004	10/02/2012	Ceased
CROSSZONE HOLDINGS PTY LTD	000279775	31/08/2004	21/03/2012	Ceased
CUSICK, MICHAEL	000242144	23/02/2010	29/06/2012	Ceased
Cheung, Daniel	001005855	18/11/2010	19/10/2012	Ceased
D & E FINANCIAL PLANNING PTY LTD	000243578	01/10/2009	18/05/2012	Ceased
DANIEL, JOHN RICHARD	000250038	01/01/2004	30/04/2012	Ceased
DAVIS, BRIAN	000319615	19/11/2007	11/09/2012	Ceased
DELANEY, GLENN PETER	000432474	19/12/2012	19/12/2012	Ceased
DEWAR, MICHELLE JANETTE	000243280	15/01/2010	07/12/2012	Ceased
DICKSON, ADRIENNE	000249755	01/01/2004	23/02/2012	Ceased
DICKSON, ADRIENNE	000249755	28/02/2012	28/05/2012	Ceased
DIRCKZE, ANDRE	000395157	30/12/2010	13/07/2012	Ceased
DORWARD, JOHN	000403140	31/05/2012	08/06/2012	Ceased
EDWARDS, PAUL BERNARD	000248129	21/09/2011	13/04/2012	Ceased
EFC FINANCIAL SERVICES PTY LTD	000254570	01/01/2004	16/02/2012	Ceased
ELLISON FINANCIAL PTY LTD	000327096	26/06/2008	16/02/2012	Ceased
ELLISON, JOHN	000311546	26/06/2008	16/02/2012	Ceased
FELTON, JOHN	000313986	14/03/2012	30/07/2012	Ceased
FLAWLESS FINANCE BROKERS PTY LTD	000428558	25/09/2012	18/12/2012	Ceased
FLEET, CRAIG THOMAS	000246446	23/02/2009	22/02/2012	Ceased
FLEET, CRAIG THOMAS	000246446	27/02/2012	23/04/2012	Ceased
FORDE, LEE JAMES	000296344	27/11/2009	04/06/2012	Ceased
FORSBERG, ADAM SEBASTIAN	000304855	16/05/2011	17/02/2012	Ceased
FOWLES, ANDREW JOHN	000409496	08/08/2011	01/06/2012	Ceased
FOX, COLLIN	000409477	08/08/2011	13/02/2012	Ceased
FOX, SHARON	000409247	02/08/2011	16/10/2012	Ceased
GAMBLE, STEPHEN LOUIS	000271558	29/06/2012	29/06/2012	Ceased
GIRARDI, ANDREW	000249979	01/01/2004	19/01/2012	Ceased
GLANCE, JEFFREY	000241902	03/05/2011	17/12/2012	Ceased
GRAHAM, ROBERT	000313210	26/02/2009	23/04/2012	Ceased
GRAHAM, TOM JOHN	000249958	01/01/2004	13/08/2012	Ceased
GRANEY, DAVID CHARLES	000249884	01/01/2004	16/08/2012	Ceased
GRECH, MICHAEL WALTER	000279061	27/10/2010	31/08/2012	Ceased
HALL, JOHN	000242126	23/02/2010	29/06/2012	Ceased
HANDS, DONALD	000374195	12/06/2012	31/10/2012	Ceased
HANEY, TERRY GREGORY	000260419	30/11/2011	10/05/2012	Ceased
HANNA, FADI	000286147	05/05/2009	15/03/2012	Ceased
HARRINGTON MCNAMARA BUSINESS SERVICES PTY. LIMITED	000230952	25/09/2012	07/11/2012	Ceased
HARRIS, LISA	000432644	21/12/2012	21/12/2012	Ceased
HARVEY, TIMOTHY	000242943	08/08/2011	05/12/2012	Ceased
HAYNES, RODNEY CLIFFORD	000250603	24/10/2006	03/07/2012	Ceased
HEFFERNAN, MALCOLM	000431656	03/12/2012	03/12/2012	Ceased
HIEBLER, CHRISTINE ROSE	000284063	04/06/2012	04/06/2012	Ceased
HIGHLAND FINANCIAL PTY LTD	000315130	05/07/2007	05/10/2012	Ceased
HODGKINSON, STEPHEN RANALD	000252543	01/01/2004	10/08/2012	Ceased
HONEY, JOHN	000320242	12/07/2010	31/10/2012	Ceased
INDIGO FINANCIAL STRATEGIES PTY LTD	000317293	05/09/2007	07/02/2012	Ceased
JACKMIT PTY LTD	000432649	21/12/2012	21/12/2012	Ceased
JACOBS, MAX	000249927	01/01/2004	26/03/2012	Ceased
JAMES CHUA FAMILY TRUST	000428587	25/09/2012	18/12/2012	Ceased
JENNINGS, DESMOND MARK	000245495	16/04/2012	07/11/2012	Ceased
JUDD, ADRIAN T	000243207	26/08/2004	30/08/2012	Ceased
JUNO WEALTH ADVISERS PTY LTD	000428595	25/09/2012	25/09/2012	Ceased
KAM, JENNY	000238825	11/03/2009	12/10/2012	Ceased
KAYS, TERRANCE LESLIE	000226944	08/06/2012	31/10/2012	Ceased
KEANE, AMANDA JAYNE	000363582	29/06/2010	05/12/2012	Ceased
KEARNS, DAVID ANTHONY	000250983	24/01/2005	15/06/2012	Ceased
KORAL, RICHARD	000252540	01/01/2004	16/02/2012	Ceased
KORST, PAUL	000258072	14/04/2009	01/06/2012	Ceased
LABBAD, ALBERT JOSEPH	000250930	20/06/2007	22/08/2012	Ceased
LAM, ESTHER HING YUNG	000250560	24/09/2012	15/11/2012	Ceased
LAW, BENJAMIN JOHN	000295172	05/11/2009	24/05/2012	Ceased
LIFE PLAN FINANCIAL ADVISORS PTY LTD	000413128	27/10/2011	19/10/2012	Ceased
LIMBURG, MARK	000289759	13/08/2012	22/08/2012	Ceased
LITTLEY, AIDEN	000426035	09/08/2012	24/09/2012	Ceased
LOGIRO WS (BRISBANE) PTY LTD	000307478	23/03/2009	15/05/2012	Ceased
LSFINANCIAL PTY LTD	000326145	02/06/2008	01/06/2012	Ceased
LYON, CHRISTINE	000432285	18/12/2012	18/12/2012	Ceased
MAINLINE FINANCIAL GROUP PTY LTD	000254362	24/10/2006	03/07/2012	Ceased
MARTIN, TREVOR	000431720	05/12/2012	05/12/2012	Ceased
MCINERNEY FINANCIAL SERVICES PTY LTD	000242461	10/01/2011	27/06/2012	Ceased
MCINERNEY, MARK CHRISTOPHER	000242272	10/01/2011	27/06/2012	Ceased
MCLELLAN, JOHN MURRAY	000260212	15/04/2010	02/05/2012	Ceased
MIECINSKI, ANDREW JOSEPH	000296765	19/03/2012	19/03/2012	Ceased
MILLER, JEFFERSON WILLIAM	000288288	30/01/2009	16/02/2012	Ceased
MOWBRAY, SANDRA	000359915	02/07/2012	22/10/2012	Ceased
MOYANO, BERNARDO	000295705	30/04/2012	20/08/2012	Ceased
MULCAHY, JOHN	000412460	10/10/2011	19/03/2012	Ceased
NAGLE, MARK	000304916	14/03/2012	30/07/2012	Ceased
NAVRA, DYLAN	000327623	19/09/2011	13/04/2012	Ceased
NBC INSURANCE SERVICES PTY. LTD.	000257490	25/09/2012	16/10/2012	Ceased
NUMERICAL STRATEGIES SMSF ADVICE PTY LTD	000432284	18/12/2012	18/12/2012	Ceased
OCTOBER, STANLEY	000415161	12/12/2011	19/10/2012	Ceased
PIKE, BENJAMIN DAVID	000298628	14/03/2012	30/07/2012	Ceased
PIKE, STEPHEN JOHN	000408804	25/07/2011	25/07/2012	Ceased
PORTFOLIO PROFESSIONALS PTY LTD	000339850	10/08/2009	19/03/2012	Ceased
PRIDE, NICHOLAS ROSS	000408389	27/10/2011	19/10/2012	Ceased
PRIME CHARTER FINANCIAL SERVICES PTY LTD	000329894	17/09/2008	01/01/2012	Ceased
PULBROOK, ANNETTE	000432562	20/12/2012	20/12/2012	Ceased
QF SOLUTIONS PTY LTD	000323191	13/03/2008	08/10/2012	Ceased
RANDELL, AARON	000253858	07/12/2010	01/06/2012	Ceased
RAYMOND, MARK	000285779	21/07/2011	13/04/2012	Ceased
REEVES, CALEB WINSTON	000344462	04/02/2010	06/01/2012	Ceased
REID, AMANDA	000414224	23/11/2011	31/08/2012	Ceased
REID, ROBERT ANTHONY	000345494	01/02/2012	01/02/2012	Ceased
RIOS, JULIO HECTOR	000287852	02/03/2010	16/01/2012	Ceased
ROBERTSON, MATTHEW JAMES	000263499	08/12/2009	27/02/2012	Ceased
ROSE, RODNEY DARYL	000250310	27/10/2011	19/10/2012	Ceased
ROSHAN, ALI	000378611	19/08/2010	06/08/2012	Ceased
SAWYER, ELISE MAREE	000323797	14/11/2011	20/02/2012	Ceased
SCHULTZ, PAUL MURRAY	000235389	11/02/2009	14/05/2012	Ceased
SECURE SOLUTIONS WEALTH CONSULTANTS PTY LTD	000335524	19/03/2009	30/04/2012	Ceased
SEIDEL, DAVID	000305594	20/12/2011	18/07/2012	Ceased
SHAW, DAVID JAMES	000249837	01/01/2004	21/03/2012	Ceased
SHELSWELL, NEIL	000414244	23/11/2011	19/10/2012	Ceased
SHERWOOD, JULIE ANN	000335525	11/09/2009	30/04/2012	Ceased
SHIELS, CHRISTOPHER	000305716	19/12/2008	15/05/2012	Ceased
SHORE, RICHARD JAMES	000249901	01/01/2004	16/01/2012	Ceased
SIGANTO, JOHN	000250046	01/01/2004	07/12/2012	Ceased
SMIT, ALEXANDER	000318831	27/05/2011	20/04/2012	Ceased
SMITH, DARREN	000371525	21/07/2010	08/11/2012	Ceased
SMITH, DARRYN	000394038	30/05/2012	18/07/2012	Ceased
SMITH, MARK SCOTT	000249761	01/01/2004	19/10/2012	Ceased
SORNALINGAM, NEELAN	000409308	21/12/2011	20/07/2012	Ceased
STRATUS, NICOLAS	000390827	21/12/2011	14/11/2012	Ceased
STRODE, SIMON	000304905	30/03/2012	30/07/2012	Ceased
SUPER FOCUSED ADVICE PTY LTD	000432561	20/12/2012	20/12/2012	Ceased
SURCH, ANGELA LOUISE	000327236	17/10/2011	28/02/2012	Ceased
TASSELL, KRIS	000419917	05/04/2012	01/06/2012	Ceased
TAYLOR, JOHN LINDSAY	000249733	01/01/2004	03/07/2012	Ceased
TEACHERS CHOICE PTY LTD	000384005	29/09/2010	11/12/2012	Ceased
TERREE PTY. LTD.	000428529	25/09/2012	26/09/2012	Ceased
THE TRUSTEE FOR COMPLETE WEALTH MANAGMENT TRUST	000428499	25/09/2012	25/09/2012	Ceased
THE TRUSTEE FOR GRASINVEST UNIT TRUST	000428579	25/09/2012	07/12/2012	Ceased
THE TRUSTEE FOR HARVEY BUSINESS TRUST	000428575	25/09/2012	05/12/2012	Ceased
THE TRUSTEE FOR ODYSSEY WEALTH MANAGEMENT TRUST	000435716	08/03/2012	08/03/2012	Ceased
THE TRUSTEE FOR SENSE TO DOLLARS TRUST	000415656	21/12/2011	20/07/2012	Ceased
THE TRUSTEE FOR SHIELS FAMILY TRUST	000340119	18/08/2009	15/05/2012	Ceased
THE TRUSTEE FOR TAYLOR FAMILY TRUST	000428540	25/09/2012	28/09/2012	Ceased
THE TRUSTEE FOR THE MICHAEL WEST FAMILY TRUST	000428497	25/09/2012	26/09/2012	Ceased
THE TRUSTEE FOR THE PIROTTA GROUP	000428528	25/09/2012	26/09/2012	Ceased
THE TRUSTEE FOR THE VERACITY WEALTH TRUST	000345035	19/02/2010	27/02/2012	Ceased
THOMAS, BEN MICHAEL	000327641	30/04/2012	01/08/2012	Ceased
TONY O'LEARY PLANNING SOLUTIONS PTY LTD	000385428	19/10/2010	19/03/2012	Ceased
TRENTHILLS FINANCIAL PLANNING PTY LIMITED	000242398	23/02/2010	29/06/2012	Ceased
TRENTHILLS FINANCIAL SERVICES PTY. LIMITED	000242369	23/02/2010	29/06/2012	Ceased
TREYSTA WEALTH MANAGEMENT PTY LTD	000407419	14/03/2012	30/07/2012	Ceased
VACHAN, PATRIK	000362834	27/10/2011	19/10/2012	Ceased
VAZ, ISABEL	000268815	01/04/2009	28/03/2012	Ceased
VENTURA, MARC	000253190	07/06/2011	31/08/2012	Ceased
VISSER, HEATH	000239856	30/03/2012	30/07/2012	Ceased
WATSON, NEIL ANDREW	000249999	01/01/2004	24/02/2012	Ceased
WATZEK, LISA ANN	000265136	08/08/2011	01/05/2012	Ceased
WEBER, HERBERT JOSEF	000249851	01/01/2004	30/04/2012	Ceased
WERTHEIMER, JOHN	000259506	17/05/2012	19/09/2012	Ceased
WHITTAKER, REX	000276763	02/06/2004	16/10/2012	Ceased
WICKRAMARATNA, BUDDHIKA	000357170	01/06/2012	24/10/2012	Ceased
WILLIS AUSTRALIA GROUP SERVICES PTY LTD	000405892	07/06/2011	30/10/2012	Ceased
WOOD, SARAH EMILY	000319452	11/04/2012	03/09/2012	Ceased
WOODLOCK, RACHEL LOUISE	000335786	05/10/2011	09/07/2012	Ceased
WP FORMER FINANCIAL PLANNING PTY LTD	000396474	12/06/2012	31/10/2012	Ceased
WREN, CHRIS	000302900	18/01/2007	05/10/2012	Ceased
YANG, WILLIAM	000382964	16/09/2010	13/08/2012	Ceased
YELURI, PRADAN	000310340	03/08/2012	31/08/2012	Ceased

Where they were authorised next

111 of these 176 were followed by another authorisation elsewhere; 65 were the last on that record.

Authorised next by	Authorisations	Share
CHARTER FINANCIAL PLANNING LIMITED	17	15.3%
licence 230690	15	13.5%
licence 230692	14	12.6%
licence 230689	10	9.0%
licence 240687	4	3.6%
AKUMIN FINANCIAL PLANNING PTY LIMITED	4	3.6%
IA ADVICE PTY LTD	3	2.7%
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD	3	2.7%
licence 221557	3	2.7%
LIFESPAN FINANCIAL PLANNING PTY LTD	3	2.7%
RI ADVICE GROUP PTY LTD	2	1.8%
licence 246934	2	1.8%
licence 240946	2	1.8%
PROFESSIONAL INVESTMENT SERVICES PTY LTD	2	1.8%
MBFS PTY LTD	2	1.8%
ONEFOCUS PRIVATE WEALTH PTY LTD	2	1.8%
MADISON FINANCIAL GROUP PTY LTD	2	1.8%
AKAMBO PTY LTD	2	1.8%

Other licensees that lost representatives in 2012

COUNT FINANCIAL LIMITED — 201
PROFESSIONAL INVESTMENT SERVICES PTY LTD — 331
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 136
QBE INSURANCE (AUSTRALIA) LIMITED — 130
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 203
AIA FINANCIAL SERVICES PTY LIMITED — 148
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 163
ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 104
RESOLUTION LIFE AUSTRALASIA LIMITED — 103
CLASSIC CLUBS LIMITED — 173
MERCER SUPERANNUATION (AUSTRALIA) LIMITED — 448
VIRGINIA SURETY COMPANY, INC. — 93
TAL DIRECT PTY LIMITED — 259
ALLSTATE INSURANCE PTY LTD — 230

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
2011 — 129
2010 — 136
2009 — 140
2008 — 111
2006 — 134
2005 — 102
2004 — 98

Money lost after advice you were given?

176 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.