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.

170ended in 2014

4.7%share of CHARTER FINANCIA

1.5%share of 2014

124also 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 2014

The 170 that ended in 2014

CHARTER FINANCIAL PLANNING LIMITED, ended 2014, alphabetical
Representative	Number	From	To	Status
ABEYASINGHE, ALEXIS VIMARSHANA TARINDRA	000447680	22/10/2013	17/06/2014	Ceased
ABILITY ONE FINANCIAL MANAGEMENT PTY LTD	000424654	10/07/2012	12/05/2014	Ceased
AKUMIN SERVICES PTY LTD	000324013	27/06/2014	27/06/2014	Ceased
AKUMIN SERVICES PTY LTD	000324013	12/08/2014	12/08/2014	Ceased
ALAFACI, DAVID MARIO	000236542	12/05/2010	02/07/2014	Ceased
ALAFACI, DOMINIC ANTHONY	000321866	04/02/2008	19/02/2014	Ceased
ALMOND, PETER	000354047	10/05/2010	19/02/2014	Ceased
ARNOLD-LEVY, STUART	000432152	14/12/2012	24/06/2014	Ceased
BATES, CHRISTOPHER	000405365	28/12/2011	27/06/2014	Ceased
BORDUN, NATALIE	000299661	14/05/2012	07/01/2014	Ceased
BOXSELL, JAYDE	000425378	26/07/2012	09/01/2014	Ceased
BRYER, ROBERT JOHN	000268253	21/10/2010	25/11/2014	Ceased
BUHAGIAR, RACHEL	000312307	05/02/2013	04/04/2014	Ceased
BURNS, DAMIEN SCOTT	000232465	22/11/2012	15/04/2014	Ceased
CAMPBELL, BREE	000241293	26/02/2009	27/03/2014	Ceased
CAMPBELL, COLIN	000250941	20/07/2012	04/07/2014	Ceased
CARLINO, PIETRO	000363324	25/11/2013	12/09/2014	Ceased
CASTORINA, KELLI	000424919	17/07/2012	16/05/2014	Ceased
CHUA, ALICE	000250514	13/09/2012	08/10/2014	Ceased
CHUA, DUNCAN	000297807	13/09/2012	08/10/2014	Ceased
CHUA, JAMES PIAK-TUANG	000250513	13/09/2012	08/10/2014	Ceased
CIKOS, DUSAN	000453206	11/02/2014	03/09/2014	Ceased
CLAUDIO, RODEL MANLAPID	000305645	22/08/2013	22/09/2014	Ceased
CLEMENTS, SHAUN	000290099	08/08/2012	23/12/2014	Ceased
CLIFFORD, DOUG STUART	000249738	01/01/2004	03/06/2014	Ceased
COLLINS HOUSE PTY LTD	000281585	28/09/2009	19/02/2014	Ceased
CONN, ANDREW	000334883	01/06/2012	27/06/2014	Ceased
COOPER, HENRY	000430667	12/11/2012	10/10/2014	Ceased
CUMMINGS, DAVID	000339426	11/05/2010	13/01/2014	Ceased
DASH, TIMOTHY	000447579	21/10/2013	12/02/2014	Ceased
DERMENTZIS, GEORGE	000291578	27/10/2006	05/08/2014	Ceased
DI BERARDINO, VINCENT	000374366	19/04/2013	14/01/2014	Ceased
DI CARLO, ANDREW	000249771	01/01/2004	12/09/2014	Ceased
DIMASI, BRUNO	000314031	04/02/2013	14/07/2014	Ceased
DOBLO, DOMINIC	000464963	11/09/2014	11/09/2014	Ceased
DOBLO, DOMINIC LESLIE	000321608	11/09/2014	13/11/2014	Ceased
DOUG CLIFFORD PTY LTD	000251043	01/01/2004	17/06/2014	Ceased
DUFFIELD, RICHARD FRANCIS	000250020	01/01/2004	29/04/2014	Ceased
EIKELIS, Michael	000432104	13/12/2012	27/08/2014	Ceased
FARLEY, LARISA	000458901	05/06/2014	05/06/2014	Ceased
FERNANDO, AYAL	000437098	05/04/2013	24/06/2014	Ceased
FINNEGAN, JOHN FELIX	000250523	30/04/2012	23/09/2014	Ceased
FITCH-DANIELS, KATHRYN	000333261	24/12/2008	12/08/2014	Ceased
FRASER, DESIREE LEE	000232303	02/11/2012	25/11/2014	Ceased
FREEMAN, ALAN DOUGLAS KENNETH	000250475	29/06/2012	13/01/2014	Ceased
FRY, GEOFFREY WILLIAM	000265144	10/01/2013	14/11/2014	Ceased
GE, JIA	000453361	13/02/2014	15/05/2014	Ceased
GEORGE, MALCOLM JOHN	000322649	28/10/2013	31/03/2014	Ceased
GIANNOPOULOS, ARTHUR	000250745	12/06/2012	01/09/2014	Ceased
GILLARD, JEFFREY JON	000250396	12/06/2012	23/05/2014	Ceased
GRAHAM, PAUL MACQUARRIE	000296588	17/12/2013	13/03/2014	Ceased
GRANTHAM, REGINALD REUBEN	000287890	25/05/2011	02/07/2014	Ceased
GULBRANDSON, STEPHEN	000418001	30/05/2012	03/11/2014	Ceased
HANFLING, JEREMY	000263108	07/11/2011	05/05/2014	Ceased
HAWCROFT, PETER	000339641	04/08/2009	09/07/2014	Ceased
HEYCOCK, DAVID RHYS	000300065	30/04/2012	24/06/2014	Ceased
HODGSON, PAUL	000343126	27/06/2014	27/06/2014	Ceased
HOLCOMBE, CHRIS	000320675	19/06/2013	31/12/2014	Ceased
HOLLERIN, ROBERT	000416677	27/04/2012	26/11/2014	Ceased
HUKE, ELISHA	000449406	27/11/2013	13/05/2014	Ceased
IADVISE FINANCIAL SERVICES PTY LTD	000250136	01/01/2004	08/05/2014	Ceased
ILIEVSKI, ALEXANDER	000295475	07/11/2005	17/01/2014	Ceased
IP, GODWIN	000288879	20/07/2010	19/09/2014	Ceased
JAEKEL, THELMA	000387921	11/11/2010	10/11/2014	Ceased
JAMAL, HOSNA	000442786	23/07/2013	24/04/2014	Ceased
JAMES CHUA & CO PTY. LTD.	000340907	18/12/2012	08/10/2014	Ceased
JOHNSTON, MITCHELL AARON	000409848	30/07/2013	31/12/2014	Ceased
JOSMAN BALLINA PTY LTD	000324011	04/04/2008	02/07/2014	Ceased
JOSMAN BRISBANE PTY LTD	000326700	16/06/2008	02/07/2014	Ceased
JOYCE, LEIGH	000432567	20/12/2012	01/09/2014	Ceased
KALOUPIS, ELSIE	000450454	19/12/2013	04/09/2014	Ceased
KALRA, NIRLEP	000404456	30/04/2012	28/05/2014	Ceased
KELMAN, SIMON ANDREW	000342608	17/05/2012	13/02/2014	Ceased
KING, DAVID	000249994	01/01/2004	07/07/2014	Ceased
KIRBY, MICHAEL ANTHONY	000244969	12/09/2013	30/01/2014	Ceased
KLESURA, ADAM PETER	000302829	26/06/2012	09/07/2014	Ceased
KOENS, ERIN	000455049	17/03/2014	28/11/2014	Ceased
LAKE CAPITAL PTY LTD	000358004	31/05/2010	18/06/2014	Ceased
LAND, CHRISTOPHER GORDON	000343609	16/07/2013	07/04/2014	Ceased
LAWLER, WAYNE	000335417	22/06/2012	19/05/2014	Ceased
LAWLOR, KIERON ALEXANDER	000308189	27/08/2012	27/02/2014	Ceased
LEDITSCHKE, JOANNE	000426751	22/08/2012	09/07/2014	Ceased
LEE, ALEXANDER	000450456	19/12/2013	16/07/2014	Ceased
LEUNG, JULIE MIU HAN	000304544	31/03/2014	05/12/2014	Ceased
LIFESTYLE WEALTH ADVISERS PTY LTD	000327533	22/03/2010	12/05/2014	Ceased
LING, ALAN GEOFFREY	000229293	18/12/2012	13/01/2014	Ceased
LONEY, DEAN ALAN	000300227	21/10/2013	13/05/2014	Ceased
LONG, BRENT	000402376	29/03/2011	19/05/2014	Ceased
LOOKER, JANE	000420264	16/04/2012	10/11/2014	Ceased
LOSCHI, PAULA	000422901	08/06/2012	05/12/2014	Ceased
LUME, AGO	000256597	21/10/2010	25/11/2014	Ceased
MACAULAY, BRADLEY IAN	000296973	21/05/2013	07/02/2014	Ceased
MAIN, KRISTIN LOUISE	000423689	28/06/2013	08/05/2014	Ceased
MARTIN, DAVID KENNETH	000249754	01/01/2004	07/11/2014	Ceased
MARTIN, TREVOR WILLIAM	000229520	21/05/2013	14/10/2014	Ceased
MCFALL, JAMES ANTHONY	000263321	31/08/2006	31/12/2014	Ceased
MCHUGH, SHANE	000222150	17/02/2010	14/05/2014	Ceased
MCKENZIE, IAN WALTER	000278434	12/09/2012	29/04/2014	Ceased
MCLAURIN, FRANCIS XAVIER	000248264	14/03/2014	31/12/2014	Ceased
MCMAHON, JOSEPH CHRISTOPHER	000250028	01/01/2004	31/12/2014	Ceased
MEADEN, TIM GERARD	000249880	01/01/2004	31/12/2014	Ceased
MILLER, REBECCA	000415435	16/12/2011	19/05/2014	Ceased
MISKIEWICZ, CHRISTINE JOY	000245347	08/02/2007	16/05/2014	Ceased
MITCHELL, GRAHAM THOMAS	000261994	14/06/2012	10/09/2014	Ceased
MORRIS, LEIGH	000431324	26/11/2012	21/01/2014	Ceased
MSA FINANCIAL SERVICES PTY LTD	000296222	30/03/2012	06/06/2014	Ceased
NAMDARIAN, ARMAN	000322396	23/12/2009	09/07/2014	Ceased
NEWTON, GREGORY IAN	000255803	31/05/2010	19/06/2014	Ceased
NEWTON, GREGORY IAN	000255803	19/06/2014	19/08/2014	Ceased
Nicol, Kate	001005452	20/10/2011	19/02/2014	Ceased
O'BRIEN, JOHN	000428460	30/04/2013	04/09/2014	Ceased
O'LOUGHLIN, JOSEPH PETER	000249918	01/01/2004	27/10/2014	Ceased
O'NEILL, FELIX	000428748	26/09/2012	03/04/2014	Ceased
O'SULLIVAN, CAMERON MITCHELL	000240508	05/10/2011	03/09/2014	Ceased
OKPARA, FRANCHESCA	000447488	18/10/2013	23/07/2014	Ceased
ORMAN, GARY JOHN	000283759	21/05/2013	27/08/2014	Ceased
PATHWAY WEALTH SOLUTIONS PTY LTD	000245715	17/08/2010	19/08/2014	Ceased
POISSON, GILBERT DOMINIQUE	000385948	04/01/2014	04/01/2014	Ceased
PRASAD, RITESH	000305696	22/04/2013	10/09/2014	Ceased
PURI, NISHANT	000327548	19/12/2013	04/09/2014	Ceased
RASELLI, MIKE STEWART	000249805	01/01/2004	27/06/2014	Ceased
RICHARDS, KYM DAVID	000249035	22/05/2013	10/09/2014	Ceased
RICHARDSON, DAVID FREDERICK	000276050	19/10/2012	02/06/2014	Ceased
ROBISON, ROGER EDWARD	000250402	13/04/2011	25/11/2014	Ceased
ROWSE FINANCIAL PLANNING PTY LTD	000383071	17/09/2010	18/06/2014	Ceased
RYAN, SARAH	000330539	19/09/2012	20/08/2014	Ceased
SABER SUPERANNUATION PTY LTD	000456989	28/04/2014	28/04/2014	Ceased
SAHIN, ERKAN	000447681	22/10/2013	17/06/2014	Ceased
SAMPSON, DONALD	000427944	13/09/2012	06/01/2014	Ceased
SEMMENS, LACHLAN EDMUND	000334065	29/01/2013	12/02/2014	Ceased
SENTINELLE FINANCIAL SOLUTIONS PTY LTD	000447577	21/10/2013	29/05/2014	Ceased
SGANGARELLA, PHILLIP	000441065	24/06/2013	22/09/2014	Ceased
SHORT, DEBORAH	000293662	03/12/2013	23/10/2014	Ceased
SINGH, GURDIAL	000341595	11/10/2013	03/09/2014	Ceased
SLIGAR, NEIL JOHN	000250733	11/01/2012	20/01/2014	Ceased
SOUND LIFE & SUPERANNUATION AGENCIES PTY. LTD.	000251042	01/01/2004	10/11/2014	Ceased
STAPLEDON, JADE	000428691	26/09/2012	17/06/2014	Ceased
STOKES, KARLIE REBECCA	000437222	09/09/2013	23/07/2014	Ceased
STRANGE, JOHN ERIC	000249838	01/01/2004	05/12/2014	Ceased
STRATEGIC SMSF SOLUTIONS PTY LTD	000432473	19/12/2012	28/04/2014	Ceased
STRATEGY FINANCIAL PARTNERS PTY LTD	000424396	05/07/2012	06/03/2014	Ceased
STRICKLAND, GRAHAM ROSS	000250722	18/08/2004	01/04/2014	Ceased
SUPERANNUATION IN AUSTRALIA TODAY PTY. LTD.	000411676	30/04/2012	24/06/2014	Ceased
SYDNEY WEALTH PARTNERS PTY LTD	000438380	03/05/2013	17/01/2014	Ceased
TARABAY, EDMOND ANTHONY	000432897	15/11/2013	11/11/2014	Ceased
TENISON, MATHEW DAVID	000408041	11/07/2011	16/06/2014	Ceased
THE TRUSTEE FOR A. GIANNOPOULOS FAMILY TRUST	000422974	12/06/2012	01/09/2014	Ceased
THE TRUSTEE FOR BELFORD WEALTH MANAGEMENT TRUST	000428537	25/09/2012	05/08/2014	Ceased
THE TRUSTEE FOR KELMAN FAMILY TRUST	000411761	17/05/2012	13/02/2014	Ceased
THE TRUSTEE FOR PROPERTY PLANNING AUSTRALIA FINANCIAL PLANNING UNIT TRUST	000428640	25/09/2012	31/12/2014	Ceased
THE TRUSTEE FOR SHAW KNELL UNIT TRUST	000434096	07/02/2013	12/09/2014	Ceased
THE TRUSTEE FOR THE PRELUDE INVESTMENT TRUST	000432251	17/12/2012	11/04/2014	Ceased
THE TRUSTEE FOR THE STEVE SALVIA TRUST	000428534	25/09/2012	24/07/2014	Ceased
THORNCOVE PTY. LIMITED	000428510	25/09/2012	02/09/2014	Ceased
THORNE, CENAN	000456988	28/04/2014	28/04/2014	Ceased
THORNE, ZAC	000432282	18/12/2012	19/09/2014	Ceased
TIDY, MICHAEL	000446218	26/09/2013	18/07/2014	Ceased
TOMASELLO, ROBERT PETER	000249921	01/01/2004	08/05/2014	Ceased
TOMASELLO, ROBERT PETER	000249921	09/05/2014	20/05/2014	Ceased
URBANIK, KATARZYNA MARIA	000319449	13/08/2013	28/04/2014	Ceased
WELSH, DARREN PATRICK	000332945	11/12/2008	13/05/2014	Ceased
WHEELAHAN INVESTMENTS PTY LTD	000408223	14/07/2011	06/03/2014	Ceased
WHEELAHAN, ROGER	000250443	14/07/2011	06/03/2014	Ceased
WHITSUNDAY FINANCIAL PLANNING PTY LTD	000290484	08/08/2012	25/06/2014	Ceased
WILKINS, BRETT STEPHEN	000261441	13/01/2006	12/09/2014	Ceased
WILSON, ANNE	000290480	08/08/2012	25/06/2014	Ceased
WILSON, DONNA KRISTIE	000435376	22/07/2014	23/10/2014	Ceased
WINZER, ZO	000373624	15/11/2012	08/08/2014	Ceased
WRIGHT, JOHN	000279104	21/05/2013	28/02/2014	Ceased
ZWIERS, BELINDA	000316314	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	10	11.6%
SYNCHRON ADVICE PTY LTD	7	8.1%
licence 230692	5	5.8%
licence 237641	4	4.7%
MADISON FINANCIAL GROUP PTY LTD	3	3.5%
GPS WEALTH LTD	3	3.5%
licence 231138	2	2.3%
MERIT WEALTH PTY LTD	2	2.3%
LIFESPAN FINANCIAL PLANNING PTY LTD	2	2.3%
COLLINS HOUSE PRIVATE WEALTH PTY LTD	2	2.3%
licence 235383	2	2.3%
PERSONAL FINANCIAL SERVICES LTD	2	2.3%
licence 307248	2	2.3%
FYG PLANNERS PTY LTD	2	2.3%
CONSULTUM FINANCIAL ADVISERS PTY LTD	2	2.3%
SHARTRU WEALTH MANAGEMENT PTY LTD	2	2.3%
HNW PLANNING PTY LTD	2	2.3%
MORGANS FINANCIAL LIMITED	2	2.3%

Other licensees that lost representatives in 2014

AUSTRALIAN WARRANTY NETWORK PTY LTD — 288
CHUBB INSURANCE AUSTRALIA LTD — 939
ARETE RISK & INSURANCE PARTNERS PTY LTD — 95
COUNT FINANCIAL LIMITED — 95
COMMUNITY BROKER NETWORK PTY LTD — 91
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 242
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 266
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 121
SYNCHRON ADVICE PTY LTD — 93
MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD — 161
CLASSIC CLUBS LIMITED — 177
DAVANTAGE GROUP PTY LTD — 140
MTA INSURANCE PTY LTD — 138
COMMONWEALTH SUPERANNUATION CORPORATION — 111

CHARTER FINANCIAL PLANNING LIMITED in other years

2022 — 132
2021 — 150
2020 — 250
2019 — 198
2018 — 161
2017 — 225
2016 — 357
2015 — 167
2013 — 139
2012 — 176
2011 — 129
2010 — 136
2009 — 140
2008 — 111
2006 — 134
2005 — 102
2004 — 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.