# Representatives who left CHARTER FINANCIAL PLANNING LIMITED in 2014 — afs-rep

> 170 authorisations by CHARTER FINANCIAL PLANNING LIMITED ended during 2014.

## Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2014

170 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2014 — 4.7% of its record, and 1.5% 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 2014](/ceased/2014.md)

### The 170 that ended in 2014

*CHARTER FINANCIAL PLANNING LIMITED, ended 2014, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ABEYASINGHE, ALEXIS VIMARSHANA TARINDRA | [000447680](/search.md) | 22/10/2013 | 17/06/2014 | Ceased |
| ABILITY ONE FINANCIAL MANAGEMENT PTY LTD | [000424654](/search.md) | 10/07/2012 | 12/05/2014 | Ceased |
| AKUMIN SERVICES PTY LTD | [000324013](/search.md) | 27/06/2014 | 27/06/2014 | Ceased |
| AKUMIN SERVICES PTY LTD | [000324013](/search.md) | 12/08/2014 | 12/08/2014 | Ceased |
| ALAFACI, DAVID MARIO | [000236542](/search.md) | 12/05/2010 | 02/07/2014 | Ceased |
| ALAFACI, DOMINIC ANTHONY | [000321866](/search.md) | 04/02/2008 | 19/02/2014 | Ceased |
| ALMOND, PETER | [000354047](/search.md) | 10/05/2010 | 19/02/2014 | Ceased |
| ARNOLD-LEVY, STUART | [000432152](/search.md) | 14/12/2012 | 24/06/2014 | Ceased |
| BATES, CHRISTOPHER | [000405365](/search.md) | 28/12/2011 | 27/06/2014 | Ceased |
| BORDUN, NATALIE | [000299661](/search.md) | 14/05/2012 | 07/01/2014 | Ceased |
| BOXSELL, JAYDE | [000425378](/search.md) | 26/07/2012 | 09/01/2014 | Ceased |
| BRYER, ROBERT JOHN | [000268253](/search.md) | 21/10/2010 | 25/11/2014 | Ceased |
| BUHAGIAR, RACHEL | [000312307](/search.md) | 05/02/2013 | 04/04/2014 | Ceased |
| BURNS, DAMIEN SCOTT | [000232465](/search.md) | 22/11/2012 | 15/04/2014 | Ceased |
| CAMPBELL, BREE | [000241293](/search.md) | 26/02/2009 | 27/03/2014 | Ceased |
| CAMPBELL, COLIN | [000250941](/search.md) | 20/07/2012 | 04/07/2014 | Ceased |
| CARLINO, PIETRO | [000363324](/search.md) | 25/11/2013 | 12/09/2014 | Ceased |
| CASTORINA, KELLI | [000424919](/search.md) | 17/07/2012 | 16/05/2014 | Ceased |
| CHUA, ALICE | [000250514](/search.md) | 13/09/2012 | 08/10/2014 | Ceased |
| CHUA, DUNCAN | [000297807](/search.md) | 13/09/2012 | 08/10/2014 | Ceased |
| CHUA, JAMES PIAK-TUANG | [000250513](/search.md) | 13/09/2012 | 08/10/2014 | Ceased |
| CIKOS, DUSAN | [000453206](/search.md) | 11/02/2014 | 03/09/2014 | Ceased |
| CLAUDIO, RODEL MANLAPID | [000305645](/search.md) | 22/08/2013 | 22/09/2014 | Ceased |
| CLEMENTS, SHAUN | [000290099](/search.md) | 08/08/2012 | 23/12/2014 | Ceased |
| CLIFFORD, DOUG STUART | [000249738](/search.md) | 01/01/2004 | 03/06/2014 | Ceased |
| COLLINS HOUSE PTY LTD | [000281585](/search.md) | 28/09/2009 | 19/02/2014 | Ceased |
| CONN, ANDREW | [000334883](/search.md) | 01/06/2012 | 27/06/2014 | Ceased |
| COOPER, HENRY | [000430667](/search.md) | 12/11/2012 | 10/10/2014 | Ceased |
| CUMMINGS, DAVID | [000339426](/search.md) | 11/05/2010 | 13/01/2014 | Ceased |
| DASH, TIMOTHY | [000447579](/search.md) | 21/10/2013 | 12/02/2014 | Ceased |
| DERMENTZIS, GEORGE | [000291578](/search.md) | 27/10/2006 | 05/08/2014 | Ceased |
| DI BERARDINO, VINCENT | [000374366](/search.md) | 19/04/2013 | 14/01/2014 | Ceased |
| DI CARLO, ANDREW | [000249771](/search.md) | 01/01/2004 | 12/09/2014 | Ceased |
| DIMASI, BRUNO | [000314031](/search.md) | 04/02/2013 | 14/07/2014 | Ceased |
| DOBLO, DOMINIC | [000464963](/search.md) | 11/09/2014 | 11/09/2014 | Ceased |
| DOBLO, DOMINIC LESLIE | [000321608](/search.md) | 11/09/2014 | 13/11/2014 | Ceased |
| DOUG CLIFFORD PTY LTD | [000251043](/search.md) | 01/01/2004 | 17/06/2014 | Ceased |
| DUFFIELD, RICHARD FRANCIS | [000250020](/search.md) | 01/01/2004 | 29/04/2014 | Ceased |
| EIKELIS, Michael | [000432104](/search.md) | 13/12/2012 | 27/08/2014 | Ceased |
| FARLEY, LARISA | [000458901](/search.md) | 05/06/2014 | 05/06/2014 | Ceased |
| FERNANDO, AYAL | [000437098](/search.md) | 05/04/2013 | 24/06/2014 | Ceased |
| FINNEGAN, JOHN FELIX | [000250523](/search.md) | 30/04/2012 | 23/09/2014 | Ceased |
| FITCH-DANIELS, KATHRYN | [000333261](/search.md) | 24/12/2008 | 12/08/2014 | Ceased |
| FRASER, DESIREE LEE | [000232303](/search.md) | 02/11/2012 | 25/11/2014 | Ceased |
| FREEMAN, ALAN DOUGLAS KENNETH | [000250475](/search.md) | 29/06/2012 | 13/01/2014 | Ceased |
| FRY, GEOFFREY WILLIAM | [000265144](/search.md) | 10/01/2013 | 14/11/2014 | Ceased |
| GE, JIA | [000453361](/search.md) | 13/02/2014 | 15/05/2014 | Ceased |
| GEORGE, MALCOLM JOHN | [000322649](/search.md) | 28/10/2013 | 31/03/2014 | Ceased |
| GIANNOPOULOS, ARTHUR | [000250745](/search.md) | 12/06/2012 | 01/09/2014 | Ceased |
| GILLARD, JEFFREY JON | [000250396](/search.md) | 12/06/2012 | 23/05/2014 | Ceased |
| GRAHAM, PAUL MACQUARRIE | [000296588](/search.md) | 17/12/2013 | 13/03/2014 | Ceased |
| GRANTHAM, REGINALD REUBEN | [000287890](/search.md) | 25/05/2011 | 02/07/2014 | Ceased |
| GULBRANDSON, STEPHEN | [000418001](/search.md) | 30/05/2012 | 03/11/2014 | Ceased |
| HANFLING, JEREMY | [000263108](/search.md) | 07/11/2011 | 05/05/2014 | Ceased |
| HAWCROFT, PETER | [000339641](/search.md) | 04/08/2009 | 09/07/2014 | Ceased |
| HEYCOCK, DAVID RHYS | [000300065](/search.md) | 30/04/2012 | 24/06/2014 | Ceased |
| HODGSON, PAUL | [000343126](/search.md) | 27/06/2014 | 27/06/2014 | Ceased |
| HOLCOMBE, CHRIS | [000320675](/search.md) | 19/06/2013 | 31/12/2014 | Ceased |
| HOLLERIN, ROBERT | [000416677](/search.md) | 27/04/2012 | 26/11/2014 | Ceased |
| HUKE, ELISHA | [000449406](/search.md) | 27/11/2013 | 13/05/2014 | Ceased |
| IADVISE FINANCIAL SERVICES PTY LTD | [000250136](/search.md) | 01/01/2004 | 08/05/2014 | Ceased |
| ILIEVSKI, ALEXANDER | [000295475](/search.md) | 07/11/2005 | 17/01/2014 | Ceased |
| IP, GODWIN | [000288879](/search.md) | 20/07/2010 | 19/09/2014 | Ceased |
| JAEKEL, THELMA | [000387921](/search.md) | 11/11/2010 | 10/11/2014 | Ceased |
| JAMAL, HOSNA | [000442786](/search.md) | 23/07/2013 | 24/04/2014 | Ceased |
| JAMES CHUA & CO PTY. LTD. | [000340907](/search.md) | 18/12/2012 | 08/10/2014 | Ceased |
| JOHNSTON, MITCHELL AARON | [000409848](/search.md) | 30/07/2013 | 31/12/2014 | Ceased |
| JOSMAN BALLINA PTY LTD | [000324011](/search.md) | 04/04/2008 | 02/07/2014 | Ceased |
| JOSMAN BRISBANE PTY LTD | [000326700](/search.md) | 16/06/2008 | 02/07/2014 | Ceased |
| JOYCE, LEIGH | [000432567](/search.md) | 20/12/2012 | 01/09/2014 | Ceased |
| KALOUPIS, ELSIE | [000450454](/search.md) | 19/12/2013 | 04/09/2014 | Ceased |
| KALRA, NIRLEP | [000404456](/search.md) | 30/04/2012 | 28/05/2014 | Ceased |
| KELMAN, SIMON ANDREW | [000342608](/search.md) | 17/05/2012 | 13/02/2014 | Ceased |
| KING, DAVID | [000249994](/search.md) | 01/01/2004 | 07/07/2014 | Ceased |
| KIRBY, MICHAEL ANTHONY | [000244969](/search.md) | 12/09/2013 | 30/01/2014 | Ceased |
| KLESURA, ADAM PETER | [000302829](/search.md) | 26/06/2012 | 09/07/2014 | Ceased |
| KOENS, ERIN | [000455049](/search.md) | 17/03/2014 | 28/11/2014 | Ceased |
| LAKE CAPITAL PTY LTD | [000358004](/search.md) | 31/05/2010 | 18/06/2014 | Ceased |
| LAND, CHRISTOPHER GORDON | [000343609](/search.md) | 16/07/2013 | 07/04/2014 | Ceased |
| LAWLER, WAYNE | [000335417](/search.md) | 22/06/2012 | 19/05/2014 | Ceased |
| LAWLOR, KIERON ALEXANDER | [000308189](/search.md) | 27/08/2012 | 27/02/2014 | Ceased |
| LEDITSCHKE, JOANNE | [000426751](/search.md) | 22/08/2012 | 09/07/2014 | Ceased |
| LEE, ALEXANDER | [000450456](/search.md) | 19/12/2013 | 16/07/2014 | Ceased |
| LEUNG, JULIE MIU HAN | [000304544](/search.md) | 31/03/2014 | 05/12/2014 | Ceased |
| LIFESTYLE WEALTH ADVISERS PTY LTD | [000327533](/search.md) | 22/03/2010 | 12/05/2014 | Ceased |
| LING, ALAN GEOFFREY | [000229293](/search.md) | 18/12/2012 | 13/01/2014 | Ceased |
| LONEY, DEAN ALAN | [000300227](/search.md) | 21/10/2013 | 13/05/2014 | Ceased |
| LONG, BRENT | [000402376](/search.md) | 29/03/2011 | 19/05/2014 | Ceased |
| LOOKER, JANE | [000420264](/search.md) | 16/04/2012 | 10/11/2014 | Ceased |
| LOSCHI, PAULA | [000422901](/search.md) | 08/06/2012 | 05/12/2014 | Ceased |
| LUME, AGO | [000256597](/search.md) | 21/10/2010 | 25/11/2014 | Ceased |
| MACAULAY, BRADLEY IAN | [000296973](/search.md) | 21/05/2013 | 07/02/2014 | Ceased |
| MAIN, KRISTIN LOUISE | [000423689](/search.md) | 28/06/2013 | 08/05/2014 | Ceased |
| MARTIN, DAVID KENNETH | [000249754](/search.md) | 01/01/2004 | 07/11/2014 | Ceased |
| MARTIN, TREVOR WILLIAM | [000229520](/search.md) | 21/05/2013 | 14/10/2014 | Ceased |
| MCFALL, JAMES ANTHONY | [000263321](/search.md) | 31/08/2006 | 31/12/2014 | Ceased |
| MCHUGH, SHANE | [000222150](/search.md) | 17/02/2010 | 14/05/2014 | Ceased |
| MCKENZIE, IAN WALTER | [000278434](/search.md) | 12/09/2012 | 29/04/2014 | Ceased |
| MCLAURIN, FRANCIS XAVIER | [000248264](/search.md) | 14/03/2014 | 31/12/2014 | Ceased |
| MCMAHON, JOSEPH CHRISTOPHER | [000250028](/search.md) | 01/01/2004 | 31/12/2014 | Ceased |
| MEADEN, TIM GERARD | [000249880](/search.md) | 01/01/2004 | 31/12/2014 | Ceased |
| MILLER, REBECCA | [000415435](/search.md) | 16/12/2011 | 19/05/2014 | Ceased |
| MISKIEWICZ, CHRISTINE JOY | [000245347](/search.md) | 08/02/2007 | 16/05/2014 | Ceased |
| MITCHELL, GRAHAM THOMAS | [000261994](/search.md) | 14/06/2012 | 10/09/2014 | Ceased |
| MORRIS, LEIGH | [000431324](/search.md) | 26/11/2012 | 21/01/2014 | Ceased |
| MSA FINANCIAL SERVICES PTY LTD | [000296222](/search.md) | 30/03/2012 | 06/06/2014 | Ceased |
| NAMDARIAN, ARMAN | [000322396](/search.md) | 23/12/2009 | 09/07/2014 | Ceased |
| NEWTON, GREGORY IAN | [000255803](/search.md) | 31/05/2010 | 19/06/2014 | Ceased |
| NEWTON, GREGORY IAN | [000255803](/search.md) | 19/06/2014 | 19/08/2014 | Ceased |
| Nicol, Kate | [001005452](/search.md) | 20/10/2011 | 19/02/2014 | Ceased |
| O'BRIEN, JOHN | [000428460](/search.md) | 30/04/2013 | 04/09/2014 | Ceased |
| O'LOUGHLIN, JOSEPH PETER | [000249918](/search.md) | 01/01/2004 | 27/10/2014 | Ceased |
| O'NEILL, FELIX | [000428748](/search.md) | 26/09/2012 | 03/04/2014 | Ceased |
| O'SULLIVAN, CAMERON MITCHELL | [000240508](/search.md) | 05/10/2011 | 03/09/2014 | Ceased |
| OKPARA, FRANCHESCA | [000447488](/search.md) | 18/10/2013 | 23/07/2014 | Ceased |
| ORMAN, GARY JOHN | [000283759](/search.md) | 21/05/2013 | 27/08/2014 | Ceased |
| PATHWAY WEALTH SOLUTIONS PTY LTD | [000245715](/search.md) | 17/08/2010 | 19/08/2014 | Ceased |
| POISSON, GILBERT DOMINIQUE | [000385948](/search.md) | 04/01/2014 | 04/01/2014 | Ceased |
| PRASAD, RITESH | [000305696](/search.md) | 22/04/2013 | 10/09/2014 | Ceased |
| PURI, NISHANT | [000327548](/search.md) | 19/12/2013 | 04/09/2014 | Ceased |
| RASELLI, MIKE STEWART | [000249805](/search.md) | 01/01/2004 | 27/06/2014 | Ceased |
| RICHARDS, KYM DAVID | [000249035](/search.md) | 22/05/2013 | 10/09/2014 | Ceased |
| RICHARDSON, DAVID FREDERICK | [000276050](/search.md) | 19/10/2012 | 02/06/2014 | Ceased |
| ROBISON, ROGER EDWARD | [000250402](/search.md) | 13/04/2011 | 25/11/2014 | Ceased |
| ROWSE FINANCIAL PLANNING PTY LTD | [000383071](/search.md) | 17/09/2010 | 18/06/2014 | Ceased |
| RYAN, SARAH | [000330539](/search.md) | 19/09/2012 | 20/08/2014 | Ceased |
| SABER SUPERANNUATION PTY LTD | [000456989](/search.md) | 28/04/2014 | 28/04/2014 | Ceased |
| SAHIN, ERKAN | [000447681](/search.md) | 22/10/2013 | 17/06/2014 | Ceased |
| SAMPSON, DONALD | [000427944](/search.md) | 13/09/2012 | 06/01/2014 | Ceased |
| SEMMENS, LACHLAN EDMUND | [000334065](/search.md) | 29/01/2013 | 12/02/2014 | Ceased |
| SENTINELLE FINANCIAL SOLUTIONS PTY LTD | [000447577](/search.md) | 21/10/2013 | 29/05/2014 | Ceased |
| SGANGARELLA, PHILLIP | [000441065](/search.md) | 24/06/2013 | 22/09/2014 | Ceased |
| SHORT, DEBORAH | [000293662](/search.md) | 03/12/2013 | 23/10/2014 | Ceased |
| SINGH, GURDIAL | [000341595](/search.md) | 11/10/2013 | 03/09/2014 | Ceased |
| SLIGAR, NEIL JOHN | [000250733](/search.md) | 11/01/2012 | 20/01/2014 | Ceased |
| SOUND LIFE & SUPERANNUATION AGENCIES PTY. LTD. | [000251042](/search.md) | 01/01/2004 | 10/11/2014 | Ceased |
| STAPLEDON, JADE | [000428691](/search.md) | 26/09/2012 | 17/06/2014 | Ceased |
| STOKES, KARLIE REBECCA | [000437222](/search.md) | 09/09/2013 | 23/07/2014 | Ceased |
| STRANGE, JOHN ERIC | [000249838](/search.md) | 01/01/2004 | 05/12/2014 | Ceased |
| STRATEGIC SMSF SOLUTIONS PTY LTD | [000432473](/search.md) | 19/12/2012 | 28/04/2014 | Ceased |
| STRATEGY FINANCIAL PARTNERS PTY LTD | [000424396](/search.md) | 05/07/2012 | 06/03/2014 | Ceased |
| STRICKLAND, GRAHAM ROSS | [000250722](/search.md) | 18/08/2004 | 01/04/2014 | Ceased |
| SUPERANNUATION IN AUSTRALIA TODAY PTY. LTD. | [000411676](/search.md) | 30/04/2012 | 24/06/2014 | Ceased |
| SYDNEY WEALTH PARTNERS PTY LTD | [000438380](/search.md) | 03/05/2013 | 17/01/2014 | Ceased |
| TARABAY, EDMOND ANTHONY | [000432897](/search.md) | 15/11/2013 | 11/11/2014 | Ceased |
| TENISON, MATHEW DAVID | [000408041](/search.md) | 11/07/2011 | 16/06/2014 | Ceased |
| THE TRUSTEE FOR A. GIANNOPOULOS FAMILY TRUST | [000422974](/search.md) | 12/06/2012 | 01/09/2014 | Ceased |
| THE TRUSTEE FOR BELFORD WEALTH MANAGEMENT TRUST | [000428537](/search.md) | 25/09/2012 | 05/08/2014 | Ceased |
| THE TRUSTEE FOR KELMAN FAMILY TRUST | [000411761](/search.md) | 17/05/2012 | 13/02/2014 | Ceased |
| THE TRUSTEE FOR PROPERTY PLANNING AUSTRALIA FINANCIAL PLANNING UNIT TRUST | [000428640](/search.md) | 25/09/2012 | 31/12/2014 | Ceased |
| THE TRUSTEE FOR SHAW KNELL UNIT TRUST | [000434096](/search.md) | 07/02/2013 | 12/09/2014 | Ceased |
| THE TRUSTEE FOR THE PRELUDE INVESTMENT TRUST | [000432251](/search.md) | 17/12/2012 | 11/04/2014 | Ceased |
| THE TRUSTEE FOR THE STEVE SALVIA TRUST | [000428534](/search.md) | 25/09/2012 | 24/07/2014 | Ceased |
| THORNCOVE PTY. LIMITED | [000428510](/search.md) | 25/09/2012 | 02/09/2014 | Ceased |
| THORNE, CENAN | [000456988](/search.md) | 28/04/2014 | 28/04/2014 | Ceased |
| THORNE, ZAC | [000432282](/search.md) | 18/12/2012 | 19/09/2014 | Ceased |
| TIDY, MICHAEL | [000446218](/search.md) | 26/09/2013 | 18/07/2014 | Ceased |
| TOMASELLO, ROBERT PETER | [000249921](/search.md) | 01/01/2004 | 08/05/2014 | Ceased |
| TOMASELLO, ROBERT PETER | [000249921](/search.md) | 09/05/2014 | 20/05/2014 | Ceased |
| URBANIK, KATARZYNA MARIA | [000319449](/search.md) | 13/08/2013 | 28/04/2014 | Ceased |
| WELSH, DARREN PATRICK | [000332945](/search.md) | 11/12/2008 | 13/05/2014 | Ceased |
| WHEELAHAN INVESTMENTS PTY LTD | [000408223](/search.md) | 14/07/2011 | 06/03/2014 | Ceased |
| WHEELAHAN, ROGER | [000250443](/search.md) | 14/07/2011 | 06/03/2014 | Ceased |
| WHITSUNDAY FINANCIAL PLANNING PTY LTD | [000290484](/search.md) | 08/08/2012 | 25/06/2014 | Ceased |
| WILKINS, BRETT STEPHEN | [000261441](/search.md) | 13/01/2006 | 12/09/2014 | Ceased |
| WILSON, ANNE | [000290480](/search.md) | 08/08/2012 | 25/06/2014 | Ceased |
| WILSON, DONNA KRISTIE | [000435376](/search.md) | 22/07/2014 | 23/10/2014 | Ceased |
| WINZER, ZO | [000373624](/search.md) | 15/11/2012 | 08/08/2014 | Ceased |
| WRIGHT, JOHN | [000279104](/search.md) | 21/05/2013 | 28/02/2014 | Ceased |
| ZWIERS, BELINDA | [000316314](/search.md) | 19/06/2008 | 17/09/2014 | Ceased |

### Where they were authorised next

86 of these 170 were followed by another authorisation elsewhere; 84 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| [CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) | 10 | 11.6% |
| [SYNCHRON ADVICE PTY LTD](/licensee/synchron-advice-pty-ltd.md) | 7 | 8.1% |
| licence 230692 | 5 | 5.8% |
| licence 237641 | 4 | 4.7% |
| [MADISON FINANCIAL GROUP PTY LTD](/licensee/madison-financial-group-pty-ltd.md) | 3 | 3.5% |
| [GPS WEALTH LTD](/licensee/gps-wealth-ltd.md) | 3 | 3.5% |
| licence 231138 | 2 | 2.3% |
| [MERIT WEALTH PTY LTD](/licensee/merit-wealth-pty-ltd.md) | 2 | 2.3% |
| [LIFESPAN FINANCIAL PLANNING PTY LTD](/licensee/lifespan-financial-planning-pty-ltd.md) | 2 | 2.3% |
| COLLINS HOUSE PRIVATE WEALTH PTY LTD | 2 | 2.3% |
| licence 235383 | 2 | 2.3% |
| [PERSONAL FINANCIAL SERVICES LTD](/licensee/personal-financial-services-ltd.md) | 2 | 2.3% |
| licence 307248 | 2 | 2.3% |
| [FYG PLANNERS PTY LTD](/licensee/fyg-planners-pty-ltd.md) | 2 | 2.3% |
| [CONSULTUM FINANCIAL ADVISERS PTY LTD](/licensee/consultum-financial-advisers-pty-ltd.md) | 2 | 2.3% |
| [SHARTRU WEALTH MANAGEMENT PTY LTD](/licensee/shartru-wealth-management-pty-ltd.md) | 2 | 2.3% |
| [HNW PLANNING PTY LTD](/licensee/hnw-planning-pty-ltd.md) | 2 | 2.3% |
| [MORGANS FINANCIAL LIMITED](/licensee/morgans-financial-limited.md) | 2 | 2.3% |

### Other licensees that lost representatives in 2014

- [AUSTRALIAN WARRANTY NETWORK PTY LTD](/licensee/australian-warranty-network-pty-ltd/2014.md) — 288
- [CHUBB INSURANCE AUSTRALIA LTD](/licensee/chubb-insurance-australia-ltd/2014.md) — 939
- [ARETE RISK & INSURANCE PARTNERS PTY LTD](/licensee/arete-risk-insurance-partners-pty-ltd/2014.md) — 95
- [COUNT FINANCIAL LIMITED](/licensee/count-financial-limited/2014.md) — 95
- [COMMUNITY BROKER NETWORK PTY LTD](/licensee/community-broker-network-pty-ltd/2014.md) — 91
- [AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED](/licensee/australia-and-new-zealand-banking-group-limited/2014.md) — 242
- [WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD](/licensee/wyndham-vacation-clubs-south-pacific-ltd/2014.md) — 266
- [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd/2014.md) — 121
- [SYNCHRON ADVICE PTY LTD](/licensee/synchron-advice-pty-ltd/2014.md) — 93
- [MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD](/licensee/mastercard-prepaid-management-services-australia-pty-ltd/2014.md) — 161
- [CLASSIC CLUBS LIMITED](/licensee/classic-clubs-limited/2014.md) — 177
- [DAVANTAGE GROUP PTY LTD](/licensee/davantage-group-pty-ltd/2014.md) — 140
- [MTA INSURANCE PTY LTD](/licensee/mta-insurance-pty-ltd/2014.md) — 138
- [COMMONWEALTH SUPERANNUATION CORPORATION](/licensee/commonwealth-superannuation-corporation/2014.md) — 111

### 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
- [2013](/licensee/charter-financial-planning-limited/2013.md) — 139
- [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?

170 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/2014/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19