# Representatives who left CHARTER FINANCIAL PLANNING LIMITED in 2013 — afs-rep

> 139 authorisations by CHARTER FINANCIAL PLANNING LIMITED ended during 2013.

## Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2013

139 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2013 — 3.9% of its record, and 0.9% 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 2013](/ceased/2013.md)

### The 139 that ended in 2013

*CHARTER FINANCIAL PLANNING LIMITED, ended 2013, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 1300 INSURANCE PTY. LTD. | [000327609](/search.md) | 17/09/2012 | 02/07/2013 | Ceased |
| ADAMS, CARROL LEONARA | [000249852](/search.md) | 01/01/2004 | 30/05/2013 | Ceased |
| ALBRIGHTON, RAY | [000441067](/search.md) | 24/06/2013 | 24/06/2013 | Ceased |
| ALLEN, WILLIAM KEVIN | [000250365](/search.md) | 24/09/2012 | 21/03/2013 | Ceased |
| ANDERSON, ALAN ALEXANDER | [000339201](/search.md) | 16/07/2012 | 17/10/2013 | Ceased |
| ARCHER, MATTHEW DAVID | [000329115](/search.md) | 29/06/2012 | 07/08/2013 | Ceased |
| ATKINS, BRENDAN MICHAEL | [000239701](/search.md) | 30/03/2012 | 03/04/2013 | Ceased |
| B CARR & M CARR | [000419119](/search.md) | 21/03/2012 | 06/06/2013 | Ceased |
| BELL, RICHARD ERIC | [000250765](/search.md) | 24/09/2012 | 21/03/2013 | Ceased |
| BLACKBORROW, DAVID | [000283513](/search.md) | 05/10/2011 | 03/10/2013 | Ceased |
| BLUE RIBBON INSURANCE SERVICE PTY. LTD. | [000257449](/search.md) | 25/09/2012 | 15/01/2013 | Ceased |
| BOB TEMPLETON (AUSTRALIA) PTY LTD | [000262321](/search.md) | 10/08/2012 | 07/10/2013 | Ceased |
| BORAK, STEFAN | [000339563](/search.md) | 31/03/2011 | 18/01/2013 | Ceased |
| BROWN, LINDA | [000391584](/search.md) | 09/09/2011 | 18/01/2013 | Ceased |
| BROWN, MATTHEW WESLEY | [000283727](/search.md) | 11/01/2005 | 22/02/2013 | Ceased |
| BROWN, WILLIAM ALEXANDER | [000341438](/search.md) | 01/06/2011 | 19/02/2013 | Ceased |
| BRUCKNER, NIGEL | [000232307](/search.md) | 22/07/2004 | 14/05/2013 | Ceased |
| BULK, JOHN | [000250052](/search.md) | 03/10/2012 | 30/05/2013 | Ceased |
| BUTLER, RICK DALE | [000250759](/search.md) | 29/08/2012 | 15/01/2013 | Ceased |
| C & D THOMOS UNIT TRUST | [000428498](/search.md) | 25/09/2012 | 21/03/2013 | Ceased |
| CARR, BRUCE | [000234616](/search.md) | 21/11/2011 | 06/06/2013 | Ceased |
| CATALWORX PTY LTD | [000439755](/search.md) | 29/05/2013 | 29/05/2013 | Ceased |
| CHEN, CHRISTOPHER | [000332856](/search.md) | 02/08/2012 | 24/05/2013 | Ceased |
| CHESHIRE, JAMES | [000278572](/search.md) | 17/12/2012 | 30/04/2013 | Ceased |
| COHEN, IVAN STANLEY | [000242186](/search.md) | 27/10/2011 | 04/11/2013 | Ceased |
| CONNELLY, SIMON | [000402369](/search.md) | 29/03/2011 | 26/11/2013 | Ceased |
| COOPER, DAVID JOHN | [000250776](/search.md) | 10/09/2012 | 21/06/2013 | Ceased |
| COUNTRYWIDE FINANCIAL SOLUTIONS PTY LTD | [000320897](/search.md) | 04/07/2012 | 22/02/2013 | Ceased |
| DICKSON, SHANE MICHAEL | [000242002](/search.md) | 12/12/2012 | 06/05/2013 | Ceased |
| DU PLESSIS, ALEXANDER | [000296767](/search.md) | 18/10/2012 | 16/12/2013 | Ceased |
| DUPUIS, RYAN | [000252562](/search.md) | 27/07/2012 | 02/04/2013 | Ceased |
| EARLS, ALAN | [000429586](/search.md) | 17/10/2012 | 26/04/2013 | Ceased |
| EDWARDS, MARK | [000311287](/search.md) | 30/06/2010 | 26/02/2013 | Ceased |
| EMPIRE CONSOLIDATED HOLDINGS GROUP PTY LTD | [000330644](/search.md) | 19/09/2012 | 16/05/2013 | Ceased |
| EVERS, KRISTY | [000426738](/search.md) | 31/08/2012 | 11/01/2013 | Ceased |
| FARRELL, JAMES | [000420275](/search.md) | 24/09/2012 | 21/03/2013 | Ceased |
| FASSOS, CONSTANTINOS | [000363855](/search.md) | 13/06/2012 | 18/01/2013 | Ceased |
| FELICE, CAMERON | [000423435](/search.md) | 07/03/2013 | 08/11/2013 | Ceased |
| FENTON, ZACHARY JOHN | [000405954](/search.md) | 09/06/2011 | 14/08/2013 | Ceased |
| FISHER, SUSAN LISBETH | [000250742](/search.md) | 01/08/2012 | 13/05/2013 | Ceased |
| FRANKLIN, CRAIG | [000242952](/search.md) | 06/09/2012 | 26/02/2013 | Ceased |
| FREEDOM FINANCIAL PLANNING PTY LTD | [000255423](/search.md) | 27/07/2012 | 02/04/2013 | Ceased |
| GEORGE, ANDREW | [000422034](/search.md) | 21/05/2012 | 06/08/2013 | Ceased |
| GIBBS, KATIE | [000429692](/search.md) | 19/10/2012 | 19/12/2013 | Ceased |
| GOURLEY, KENNETH JAMES | [000250359](/search.md) | 06/06/2012 | 15/08/2013 | Ceased |
| GRASNICK, JEREMY | [000421295](/search.md) | 03/05/2012 | 10/05/2013 | Ceased |
| GREEN, ANTHONY RAYMOND | [000250660](/search.md) | 08/06/2012 | 03/12/2013 | Ceased |
| GURR, ROGER | [000234843](/search.md) | 29/06/2012 | 26/03/2013 | Ceased |
| Gilbert, Tyson James | [001257958](/search.md) | 01/08/2012 | 15/02/2013 | Ceased |
| HAYES, VINCENT ROBERT | [000319599](/search.md) | 15/11/2012 | 30/04/2013 | Ceased |
| HODGKINSON, MICHAELA | [000305487](/search.md) | 31/01/2011 | 27/02/2013 | Ceased |
| HOLLOWAY, CHRISTOPHER | [000402744](/search.md) | 04/04/2011 | 08/07/2013 | Ceased |
| HOWLETT, CAMERON | [000308442](/search.md) | 13/07/2009 | 27/01/2013 | Ceased |
| HUANG, SARA | [000322641](/search.md) | 18/02/2009 | 01/10/2013 | Ceased |
| JACKSON, LEE ROBERT | [000230878](/search.md) | 27/07/2012 | 02/04/2013 | Ceased |
| JIM BENNETT FAMILY TRUST | [000428519](/search.md) | 25/09/2012 | 28/06/2013 | Ceased |
| JOSMAN PLANNING PTY LTD | [000321264](/search.md) | 11/01/2008 | 22/02/2013 | Ceased |
| KALCIC, SARA | [000245689](/search.md) | 12/07/2012 | 14/02/2013 | Ceased |
| KINSELLA, KRISTINA MARIE | [000392569](/search.md) | 13/12/2010 | 20/03/2013 | Ceased |
| KOFMANSKY, LEON | [000436886](/search.md) | 02/04/2013 | 03/07/2013 | Ceased |
| KORST, PAUL | [000258072](/search.md) | 04/02/2013 | 13/09/2013 | Ceased |
| KOSTELIZ, FRANCIS | [000320154](/search.md) | 01/08/2012 | 17/12/2013 | Ceased |
| KOTKIS, WARREN JOEL | [000242232](/search.md) | 27/10/2011 | 26/08/2013 | Ceased |
| LAMONT, ADAM | [000321551](/search.md) | 04/10/2012 | 15/10/2013 | Ceased |
| LEECH, MATTHEW JAMES | [000318407](/search.md) | 09/09/2009 | 24/09/2013 | Ceased |
| LEWIS, BRIAN T | [000250520](/search.md) | 18/06/2008 | 31/10/2013 | Ceased |
| LONERGAN, MARK | [000264282](/search.md) | 03/11/2011 | 13/03/2013 | Ceased |
| LONEY, DEAN ALAN | [000300227](/search.md) | 16/08/2013 | 12/09/2013 | Ceased |
| LUCID FINANCIAL GROUP PTY LTD | [000404555](/search.md) | 01/06/2012 | 07/02/2013 | Ceased |
| MACKLIN, SUSAN ELIZABETH | [000249774](/search.md) | 23/07/2010 | 27/03/2013 | Ceased |
| MAGILL, RODERICK | [000275981](/search.md) | 11/07/2012 | 31/07/2013 | Ceased |
| MARSHALL, STEPHEN WILLIAM | [000231757](/search.md) | 31/01/2011 | 27/02/2013 | Ceased |
| MATTHIES, CHRIS | [000392551](/search.md) | 13/12/2010 | 21/06/2013 | Ceased |
| MC PLANNING SOLUTIONS PTY LTD | [000428622](/search.md) | 25/09/2012 | 20/03/2013 | Ceased |
| MCCABE, MATTHEW | [000410451](/search.md) | 29/08/2011 | 27/02/2013 | Ceased |
| MCCRONE, DUNCAN | [000425485](/search.md) | 30/07/2012 | 10/05/2013 | Ceased |
| MCDONALD, SEAN DENNIS | [000326914](/search.md) | 28/09/2012 | 18/01/2013 | Ceased |
| MCERVALE, DANIEL EUGENE | [000343548](/search.md) | 04/04/2011 | 16/10/2013 | Ceased |
| MCKEIVER, CATHERINE | [000429455](/search.md) | 15/10/2012 | 30/01/2013 | Ceased |
| MCNAUGHTON, KELVIN WILLIAM | [000250555](/search.md) | 22/05/2006 | 08/03/2013 | Ceased |
| MIGLIORE, JOHN | [000311493](/search.md) | 05/06/2013 | 27/11/2013 | Ceased |
| MILLER, JOHN ROBERT | [000262358](/search.md) | 10/08/2012 | 07/10/2013 | Ceased |
| MILLER, JOHN ROBERT | [000262358](/search.md) | 07/10/2013 | 16/10/2013 | Ceased |
| MONK, DANIEL | [000439119](/search.md) | 17/05/2013 | 13/09/2013 | Ceased |
| MORISSET, BRIAN KEITH | [000250739](/search.md) | 01/08/2012 | 16/07/2013 | Ceased |
| MURPHY, JESSICA | [000431242](/search.md) | 23/11/2012 | 02/04/2013 | Ceased |
| NASH, BRENNAN | [000435223](/search.md) | 28/02/2013 | 15/03/2013 | Ceased |
| NDIBE, CHARLES | [000441059](/search.md) | 24/06/2013 | 10/10/2013 | Ceased |
| NELLIGAN, JOHN | [000414524](/search.md) | 01/12/2011 | 10/01/2013 | Ceased |
| NETTO, DESMOND | [000250355](/search.md) | 30/08/2012 | 26/03/2013 | Ceased |
| NOSWORTHY, KENNETH | [000431473](/search.md) | 29/11/2012 | 27/11/2013 | Ceased |
| NOWLAND, SCOTT REGAN | [000258236](/search.md) | 12/11/2013 | 20/11/2013 | Ceased |
| O'SHEA, THOMAS JOSEPH | [000340860](/search.md) | 02/12/2010 | 10/01/2013 | Ceased |
| OXBROW, RICHARD CLIVE | [000250547](/search.md) | 18/01/2012 | 03/01/2013 | Ceased |
| PALLETT, BENJAMIN BLACKWOOD | [000433455](/search.md) | 23/01/2013 | 22/07/2013 | Ceased |
| PALMER, CHRIS JOHN | [000250648](/search.md) | 31/08/2012 | 26/07/2013 | Ceased |
| PIRES, NATHALIE JANINE | [000300226](/search.md) | 25/06/2012 | 01/06/2013 | Ceased |
| POISSON, GILBERT DOMINIQUE | [000385948](/search.md) | 03/08/2012 | 15/10/2013 | Ceased |
| RONNOCO AUST PTY LTD | [000428556](/search.md) | 25/09/2012 | 17/09/2013 | Ceased |
| ROSEWARNE, JASON | [000278767](/search.md) | 05/07/2011 | 17/06/2013 | Ceased |
| RUIG, JOEL | [000280067](/search.md) | 04/07/2012 | 22/02/2013 | Ceased |
| SAKANDER, SAIF | [000423661](/search.md) | 25/06/2012 | 23/01/2013 | Ceased |
| SALINGER, PATRICK | [000283288](/search.md) | 26/07/2012 | 26/06/2013 | Ceased |
| SASM FAMILY PTY LTD | [000389465](/search.md) | 26/06/2013 | 05/09/2013 | Ceased |
| SECURITAS PRIVATE WEALTH PTY LTD | [000429624](/search.md) | 18/10/2012 | 14/03/2013 | Ceased |
| SEMMENS, LACHLAN EDMUND | [000334065](/search.md) | 13/06/2012 | 18/01/2013 | Ceased |
| SHIPARD, SHARNELL | [000423646](/search.md) | 25/06/2012 | 21/06/2013 | Ceased |
| SINGH, PRABHJINDER | [000332642](/search.md) | 13/12/2012 | 01/07/2013 | Ceased |
| SISSON, PETER | [000423821](/search.md) | 27/06/2012 | 06/06/2013 | Ceased |
| SPENCE, MICHAEL COLIN | [000304117](/search.md) | 23/05/2013 | 11/10/2013 | Ceased |
| STEWART, ROBERT | [000250766](/search.md) | 09/02/2011 | 16/07/2013 | Ceased |
| STRUIK, MARK | [000252560](/search.md) | 27/07/2012 | 02/04/2013 | Ceased |
| TASSELL, THOMAS IVOR | [000250363](/search.md) | 19/03/2012 | 09/09/2013 | Ceased |
| TAWEEL, WILLIAM | [000423063](/search.md) | 14/06/2012 | 21/05/2013 | Ceased |
| TCAS GROUP PTY LTD | [000285062](/search.md) | 17/02/2005 | 01/08/2013 | Ceased |
| THE THOMAS TASSELL FAMILY TRUST | [000418960](/search.md) | 19/03/2012 | 09/09/2013 | Ceased |
| THE TRUSTEE FOR BRASHLEE FAMILY TRUST | [000450254](/search.md) | 13/12/2013 | 14/12/2013 | Ceased |
| THE TRUSTEE FOR CHARVIN TRUST | [000430827](/search.md) | 15/11/2012 | 30/04/2013 | Ceased |
| THE TRUSTEE FOR HOWLETT FAMILY TRUST | [000428607](/search.md) | 25/09/2012 | 27/01/2013 | Ceased |
| THE TRUSTEE FOR J COOPER DISCRETIONARY FAMILY TRUST | [000428594](/search.md) | 25/09/2012 | 21/06/2013 | Ceased |
| THE TRUSTEE FOR MAGILL FAMILY TRUST | [000428626](/search.md) | 25/09/2012 | 31/07/2013 | Ceased |
| THE TRUSTEE FOR SCOTT NOWLAND TRUST | [000448589](/search.md) | 12/11/2013 | 12/11/2013 | Ceased |
| THE TRUSTEE FOR WARREN ROBINSON FAMILY TRUST | [000346128](/search.md) | 02/02/2012 | 04/01/2013 | Ceased |
| THE WARREN ADVISORY GROUP PTY LIMITED | [000405270](/search.md) | 31/07/2012 | 05/04/2013 | Ceased |
| THOMASSON, CYRIL RICHARD | [000250715](/search.md) | 24/09/2012 | 21/03/2013 | Ceased |
| THORNTON, GREGORY | [000340598](/search.md) | 02/07/2010 | 01/02/2013 | Ceased |
| TORNEY, ANDREW | [000421042](/search.md) | 26/04/2012 | 18/07/2013 | Ceased |
| TRAK INVESTMENTS PTY LIMITED | [000243108](/search.md) | 18/10/2012 | 16/12/2013 | Ceased |
| TRAKMAN, NATHAN BERNARD | [000243627](/search.md) | 18/10/2012 | 16/12/2013 | Ceased |
| TURNER, MEGAN RENEE | [000385225](/search.md) | 15/10/2012 | 26/03/2013 | Ceased |
| UNMACK, RICHARD | [000252561](/search.md) | 27/07/2012 | 02/04/2013 | Ceased |
| WARREN, ALEXANDER DAVID | [000283369](/search.md) | 02/02/2012 | 04/01/2013 | Ceased |
| WARREN, PIERS JOHN | [000344173](/search.md) | 31/07/2012 | 05/04/2013 | Ceased |
| WEBB, PHILIP ALLAN | [000335542](/search.md) | 09/04/2013 | 25/06/2013 | Ceased |
| WESTERN FINANCIAL PLANNING PTY LTD | [000250168](/search.md) | 30/04/2007 | 14/05/2013 | Ceased |
| WILLIAMS, RHAIN | [000410251](/search.md) | 24/08/2011 | 07/08/2013 | Ceased |
| WOODGEE LIFESTYLE PTY LTD | [000353279](/search.md) | 03/11/2011 | 20/03/2013 | Ceased |
| WRIGHT, LEIGH JAMES | [000339940](/search.md) | 01/08/2012 | 16/08/2013 | Ceased |
| ZELKA, LUKAS | [000337008](/search.md) | 01/06/2012 | 07/02/2013 | Ceased |

### Where they were authorised next

77 of these 139 were followed by another authorisation elsewhere; 62 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| [CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) | 13 | 16.9% |
| [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited.md) | 7 | 9.1% |
| licence 230692 | 6 | 7.8% |
| licence 230689 | 5 | 6.5% |
| licence 232686 | 3 | 3.9% |
| licence 307248 | 3 | 3.9% |
| licence 237590 | 3 | 3.9% |
| licence 385845 | 2 | 2.6% |
| [RI ADVICE GROUP PTY LTD](/licensee/ri-advice-group-pty-ltd.md) | 2 | 2.6% |
| licence 221557 | 2 | 2.6% |
| [HILLROSS FINANCIAL SERVICES LIMITED](/licensee/hillross-financial-services-limited.md) | 2 | 2.6% |
| licence 331367 | 2 | 2.6% |
| licence 414256 | 1 | 1.3% |
| licence 338441 | 1 | 1.3% |
| STEADFAST GROUP LTD | 1 | 1.3% |
| [PGW FINANCIAL SERVICES PTY LTD](/licensee/pgw-financial-services-pty-ltd.md) | 1 | 1.3% |
| licence 344762 | 1 | 1.3% |
| licence 300219 | 1 | 1.3% |

### Other licensees that lost representatives in 2013

- [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited/2013.md) — 334
- [AUSTRALIAN WARRANTY NETWORK PTY LTD](/licensee/australian-warranty-network-pty-ltd/2013.md) — 193
- [ALLIANZ AUSTRALIA INSURANCE LIMITED](/licensee/allianz-australia-insurance-limited/2013.md) — 110
- [CHUBB INSURANCE AUSTRALIA LTD](/licensee/chubb-insurance-australia-ltd/2013.md) — 709
- [ARETE RISK & INSURANCE PARTNERS PTY LTD](/licensee/arete-risk-insurance-partners-pty-ltd/2013.md) — 161
- [PROFESSIONAL INVESTMENT SERVICES PTY LTD](/licensee/professional-investment-services-pty-ltd/2013.md) — 189
- [AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED](/licensee/australia-and-new-zealand-banking-group-limited/2013.md) — 116
- [QBE INSURANCE (AUSTRALIA) LIMITED](/licensee/qbe-insurance-australia-limited/2013.md) — 138
- [WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD](/licensee/wyndham-vacation-clubs-south-pacific-ltd/2013.md) — 294
- [AIA FINANCIAL SERVICES PTY LIMITED](/licensee/aia-financial-services-pty-limited/2013.md) — 105
- [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd/2013.md) — 153
- [INSURANCE AUSTRALIA LIMITED](/licensee/insurance-australia-limited/2013.md) — 316
- [CLUB MARINE LIMITED](/licensee/club-marine-limited/2013.md) — 100
- [RI ADVICE GROUP PTY LTD](/licensee/ri-advice-group-pty-ltd/2013.md) — 188

### 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
- [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
- [2008](/licensee/charter-financial-planning-limited/2008.md) — 111
- [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?

139 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).

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Página: https://afs-rep.pages.dev/licensee/charter-financial-planning-limited/2013/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19