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.

139ended in 2013

3.9%share of CHARTER FINANCIA

0.9%share of 2013

108also 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 2013

The 139 that ended in 2013

CHARTER FINANCIAL PLANNING LIMITED, ended 2013, alphabetical
Representative	Number	From	To	Status
1300 INSURANCE PTY. LTD.	000327609	17/09/2012	02/07/2013	Ceased
ADAMS, CARROL LEONARA	000249852	01/01/2004	30/05/2013	Ceased
ALBRIGHTON, RAY	000441067	24/06/2013	24/06/2013	Ceased
ALLEN, WILLIAM KEVIN	000250365	24/09/2012	21/03/2013	Ceased
ANDERSON, ALAN ALEXANDER	000339201	16/07/2012	17/10/2013	Ceased
ARCHER, MATTHEW DAVID	000329115	29/06/2012	07/08/2013	Ceased
ATKINS, BRENDAN MICHAEL	000239701	30/03/2012	03/04/2013	Ceased
B CARR & M CARR	000419119	21/03/2012	06/06/2013	Ceased
BELL, RICHARD ERIC	000250765	24/09/2012	21/03/2013	Ceased
BLACKBORROW, DAVID	000283513	05/10/2011	03/10/2013	Ceased
BLUE RIBBON INSURANCE SERVICE PTY. LTD.	000257449	25/09/2012	15/01/2013	Ceased
BOB TEMPLETON (AUSTRALIA) PTY LTD	000262321	10/08/2012	07/10/2013	Ceased
BORAK, STEFAN	000339563	31/03/2011	18/01/2013	Ceased
BROWN, LINDA	000391584	09/09/2011	18/01/2013	Ceased
BROWN, MATTHEW WESLEY	000283727	11/01/2005	22/02/2013	Ceased
BROWN, WILLIAM ALEXANDER	000341438	01/06/2011	19/02/2013	Ceased
BRUCKNER, NIGEL	000232307	22/07/2004	14/05/2013	Ceased
BULK, JOHN	000250052	03/10/2012	30/05/2013	Ceased
BUTLER, RICK DALE	000250759	29/08/2012	15/01/2013	Ceased
C & D THOMOS UNIT TRUST	000428498	25/09/2012	21/03/2013	Ceased
CARR, BRUCE	000234616	21/11/2011	06/06/2013	Ceased
CATALWORX PTY LTD	000439755	29/05/2013	29/05/2013	Ceased
CHEN, CHRISTOPHER	000332856	02/08/2012	24/05/2013	Ceased
CHESHIRE, JAMES	000278572	17/12/2012	30/04/2013	Ceased
COHEN, IVAN STANLEY	000242186	27/10/2011	04/11/2013	Ceased
CONNELLY, SIMON	000402369	29/03/2011	26/11/2013	Ceased
COOPER, DAVID JOHN	000250776	10/09/2012	21/06/2013	Ceased
COUNTRYWIDE FINANCIAL SOLUTIONS PTY LTD	000320897	04/07/2012	22/02/2013	Ceased
DICKSON, SHANE MICHAEL	000242002	12/12/2012	06/05/2013	Ceased
DU PLESSIS, ALEXANDER	000296767	18/10/2012	16/12/2013	Ceased
DUPUIS, RYAN	000252562	27/07/2012	02/04/2013	Ceased
EARLS, ALAN	000429586	17/10/2012	26/04/2013	Ceased
EDWARDS, MARK	000311287	30/06/2010	26/02/2013	Ceased
EMPIRE CONSOLIDATED HOLDINGS GROUP PTY LTD	000330644	19/09/2012	16/05/2013	Ceased
EVERS, KRISTY	000426738	31/08/2012	11/01/2013	Ceased
FARRELL, JAMES	000420275	24/09/2012	21/03/2013	Ceased
FASSOS, CONSTANTINOS	000363855	13/06/2012	18/01/2013	Ceased
FELICE, CAMERON	000423435	07/03/2013	08/11/2013	Ceased
FENTON, ZACHARY JOHN	000405954	09/06/2011	14/08/2013	Ceased
FISHER, SUSAN LISBETH	000250742	01/08/2012	13/05/2013	Ceased
FRANKLIN, CRAIG	000242952	06/09/2012	26/02/2013	Ceased
FREEDOM FINANCIAL PLANNING PTY LTD	000255423	27/07/2012	02/04/2013	Ceased
GEORGE, ANDREW	000422034	21/05/2012	06/08/2013	Ceased
GIBBS, KATIE	000429692	19/10/2012	19/12/2013	Ceased
GOURLEY, KENNETH JAMES	000250359	06/06/2012	15/08/2013	Ceased
GRASNICK, JEREMY	000421295	03/05/2012	10/05/2013	Ceased
GREEN, ANTHONY RAYMOND	000250660	08/06/2012	03/12/2013	Ceased
GURR, ROGER	000234843	29/06/2012	26/03/2013	Ceased
Gilbert, Tyson James	001257958	01/08/2012	15/02/2013	Ceased
HAYES, VINCENT ROBERT	000319599	15/11/2012	30/04/2013	Ceased
HODGKINSON, MICHAELA	000305487	31/01/2011	27/02/2013	Ceased
HOLLOWAY, CHRISTOPHER	000402744	04/04/2011	08/07/2013	Ceased
HOWLETT, CAMERON	000308442	13/07/2009	27/01/2013	Ceased
HUANG, SARA	000322641	18/02/2009	01/10/2013	Ceased
JACKSON, LEE ROBERT	000230878	27/07/2012	02/04/2013	Ceased
JIM BENNETT FAMILY TRUST	000428519	25/09/2012	28/06/2013	Ceased
JOSMAN PLANNING PTY LTD	000321264	11/01/2008	22/02/2013	Ceased
KALCIC, SARA	000245689	12/07/2012	14/02/2013	Ceased
KINSELLA, KRISTINA MARIE	000392569	13/12/2010	20/03/2013	Ceased
KOFMANSKY, LEON	000436886	02/04/2013	03/07/2013	Ceased
KORST, PAUL	000258072	04/02/2013	13/09/2013	Ceased
KOSTELIZ, FRANCIS	000320154	01/08/2012	17/12/2013	Ceased
KOTKIS, WARREN JOEL	000242232	27/10/2011	26/08/2013	Ceased
LAMONT, ADAM	000321551	04/10/2012	15/10/2013	Ceased
LEECH, MATTHEW JAMES	000318407	09/09/2009	24/09/2013	Ceased
LEWIS, BRIAN T	000250520	18/06/2008	31/10/2013	Ceased
LONERGAN, MARK	000264282	03/11/2011	13/03/2013	Ceased
LONEY, DEAN ALAN	000300227	16/08/2013	12/09/2013	Ceased
LUCID FINANCIAL GROUP PTY LTD	000404555	01/06/2012	07/02/2013	Ceased
MACKLIN, SUSAN ELIZABETH	000249774	23/07/2010	27/03/2013	Ceased
MAGILL, RODERICK	000275981	11/07/2012	31/07/2013	Ceased
MARSHALL, STEPHEN WILLIAM	000231757	31/01/2011	27/02/2013	Ceased
MATTHIES, CHRIS	000392551	13/12/2010	21/06/2013	Ceased
MC PLANNING SOLUTIONS PTY LTD	000428622	25/09/2012	20/03/2013	Ceased
MCCABE, MATTHEW	000410451	29/08/2011	27/02/2013	Ceased
MCCRONE, DUNCAN	000425485	30/07/2012	10/05/2013	Ceased
MCDONALD, SEAN DENNIS	000326914	28/09/2012	18/01/2013	Ceased
MCERVALE, DANIEL EUGENE	000343548	04/04/2011	16/10/2013	Ceased
MCKEIVER, CATHERINE	000429455	15/10/2012	30/01/2013	Ceased
MCNAUGHTON, KELVIN WILLIAM	000250555	22/05/2006	08/03/2013	Ceased
MIGLIORE, JOHN	000311493	05/06/2013	27/11/2013	Ceased
MILLER, JOHN ROBERT	000262358	10/08/2012	07/10/2013	Ceased
MILLER, JOHN ROBERT	000262358	07/10/2013	16/10/2013	Ceased
MONK, DANIEL	000439119	17/05/2013	13/09/2013	Ceased
MORISSET, BRIAN KEITH	000250739	01/08/2012	16/07/2013	Ceased
MURPHY, JESSICA	000431242	23/11/2012	02/04/2013	Ceased
NASH, BRENNAN	000435223	28/02/2013	15/03/2013	Ceased
NDIBE, CHARLES	000441059	24/06/2013	10/10/2013	Ceased
NELLIGAN, JOHN	000414524	01/12/2011	10/01/2013	Ceased
NETTO, DESMOND	000250355	30/08/2012	26/03/2013	Ceased
NOSWORTHY, KENNETH	000431473	29/11/2012	27/11/2013	Ceased
NOWLAND, SCOTT REGAN	000258236	12/11/2013	20/11/2013	Ceased
O'SHEA, THOMAS JOSEPH	000340860	02/12/2010	10/01/2013	Ceased
OXBROW, RICHARD CLIVE	000250547	18/01/2012	03/01/2013	Ceased
PALLETT, BENJAMIN BLACKWOOD	000433455	23/01/2013	22/07/2013	Ceased
PALMER, CHRIS JOHN	000250648	31/08/2012	26/07/2013	Ceased
PIRES, NATHALIE JANINE	000300226	25/06/2012	01/06/2013	Ceased
POISSON, GILBERT DOMINIQUE	000385948	03/08/2012	15/10/2013	Ceased
RONNOCO AUST PTY LTD	000428556	25/09/2012	17/09/2013	Ceased
ROSEWARNE, JASON	000278767	05/07/2011	17/06/2013	Ceased
RUIG, JOEL	000280067	04/07/2012	22/02/2013	Ceased
SAKANDER, SAIF	000423661	25/06/2012	23/01/2013	Ceased
SALINGER, PATRICK	000283288	26/07/2012	26/06/2013	Ceased
SASM FAMILY PTY LTD	000389465	26/06/2013	05/09/2013	Ceased
SECURITAS PRIVATE WEALTH PTY LTD	000429624	18/10/2012	14/03/2013	Ceased
SEMMENS, LACHLAN EDMUND	000334065	13/06/2012	18/01/2013	Ceased
SHIPARD, SHARNELL	000423646	25/06/2012	21/06/2013	Ceased
SINGH, PRABHJINDER	000332642	13/12/2012	01/07/2013	Ceased
SISSON, PETER	000423821	27/06/2012	06/06/2013	Ceased
SPENCE, MICHAEL COLIN	000304117	23/05/2013	11/10/2013	Ceased
STEWART, ROBERT	000250766	09/02/2011	16/07/2013	Ceased
STRUIK, MARK	000252560	27/07/2012	02/04/2013	Ceased
TASSELL, THOMAS IVOR	000250363	19/03/2012	09/09/2013	Ceased
TAWEEL, WILLIAM	000423063	14/06/2012	21/05/2013	Ceased
TCAS GROUP PTY LTD	000285062	17/02/2005	01/08/2013	Ceased
THE THOMAS TASSELL FAMILY TRUST	000418960	19/03/2012	09/09/2013	Ceased
THE TRUSTEE FOR BRASHLEE FAMILY TRUST	000450254	13/12/2013	14/12/2013	Ceased
THE TRUSTEE FOR CHARVIN TRUST	000430827	15/11/2012	30/04/2013	Ceased
THE TRUSTEE FOR HOWLETT FAMILY TRUST	000428607	25/09/2012	27/01/2013	Ceased
THE TRUSTEE FOR J COOPER DISCRETIONARY FAMILY TRUST	000428594	25/09/2012	21/06/2013	Ceased
THE TRUSTEE FOR MAGILL FAMILY TRUST	000428626	25/09/2012	31/07/2013	Ceased
THE TRUSTEE FOR SCOTT NOWLAND TRUST	000448589	12/11/2013	12/11/2013	Ceased
THE TRUSTEE FOR WARREN ROBINSON FAMILY TRUST	000346128	02/02/2012	04/01/2013	Ceased
THE WARREN ADVISORY GROUP PTY LIMITED	000405270	31/07/2012	05/04/2013	Ceased
THOMASSON, CYRIL RICHARD	000250715	24/09/2012	21/03/2013	Ceased
THORNTON, GREGORY	000340598	02/07/2010	01/02/2013	Ceased
TORNEY, ANDREW	000421042	26/04/2012	18/07/2013	Ceased
TRAK INVESTMENTS PTY LIMITED	000243108	18/10/2012	16/12/2013	Ceased
TRAKMAN, NATHAN BERNARD	000243627	18/10/2012	16/12/2013	Ceased
TURNER, MEGAN RENEE	000385225	15/10/2012	26/03/2013	Ceased
UNMACK, RICHARD	000252561	27/07/2012	02/04/2013	Ceased
WARREN, ALEXANDER DAVID	000283369	02/02/2012	04/01/2013	Ceased
WARREN, PIERS JOHN	000344173	31/07/2012	05/04/2013	Ceased
WEBB, PHILIP ALLAN	000335542	09/04/2013	25/06/2013	Ceased
WESTERN FINANCIAL PLANNING PTY LTD	000250168	30/04/2007	14/05/2013	Ceased
WILLIAMS, RHAIN	000410251	24/08/2011	07/08/2013	Ceased
WOODGEE LIFESTYLE PTY LTD	000353279	03/11/2011	20/03/2013	Ceased
WRIGHT, LEIGH JAMES	000339940	01/08/2012	16/08/2013	Ceased
ZELKA, LUKAS	000337008	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	13	16.9%
AKUMIN FINANCIAL PLANNING PTY LIMITED	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	2	2.6%
licence 221557	2	2.6%
HILLROSS FINANCIAL SERVICES LIMITED	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	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 — 334
AUSTRALIAN WARRANTY NETWORK PTY LTD — 193
ALLIANZ AUSTRALIA INSURANCE LIMITED — 110
CHUBB INSURANCE AUSTRALIA LTD — 709
ARETE RISK & INSURANCE PARTNERS PTY LTD — 161
PROFESSIONAL INVESTMENT SERVICES PTY LTD — 189
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 116
QBE INSURANCE (AUSTRALIA) LIMITED — 138
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 294
AIA FINANCIAL SERVICES PTY LIMITED — 105
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 153
INSURANCE AUSTRALIA LIMITED — 316
CLUB MARINE LIMITED — 100
RI ADVICE GROUP PTY LTD — 188

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
2012 — 176
2011 — 129
2010 — 136
2009 — 140
2008 — 111
2006 — 134
2005 — 102
2004 — 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.