Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2015

167 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2015 — 4.6% of its record, and 1.1% of everything that ended in Australia that year.

167ended in 2015

4.6%share of CHARTER FINANCIA

1.1%share of 2015

112also 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 2015

The 167 that ended in 2015

CHARTER FINANCIAL PLANNING LIMITED, ended 2015, alphabetical
Representative	Number	From	To	Status
ACN 051 218 109 PTY LTD	000422711	05/06/2012	02/04/2015	Ceased
AL-JABRI, ABDUL QADER MOHAMED JUMA	000383914	20/02/2012	04/09/2015	Ceased
Abbott, Bradley George	001008696	27/05/2015	20/11/2015	Ceased
BAIRES PTY LTD	001009206	11/06/2015	11/06/2015	Ceased
BANDY, GARY WILLIAM	000250366	12/06/2012	31/01/2015	Ceased
BEN, VOJTISEK	000423825	27/06/2012	15/09/2015	Ceased
BLAMPIED, JOHN LAWRENCE	000250578	28/05/2012	05/08/2015	Ceased
BOWDEN, JESSICA	000423016	11/12/2014	04/09/2015	Ceased
BOWLER, LYNNE VIOLET	000250007	01/01/2004	03/09/2015	Ceased
BROADLEY, BOB BRUCE	000250823	20/07/2012	11/05/2015	Ceased
BROWN, DANIEL	000430906	16/11/2012	08/12/2015	Ceased
Bossio, Frank	001235601	22/09/2015	22/09/2015	Ceased
CATT, DARREN	000458071	31/03/2015	18/12/2015	Ceased
CENIVIVA, CESARE	000459943	17/06/2014	15/09/2015	Ceased
CHARTERHOUSE FINANCIAL PLANNING PTY. LTD.	000411282	27/08/2012	02/03/2015	Ceased
CHEW, AARON JEN KEAT	000408833	01/08/2014	17/04/2015	Ceased
CLEAVER, CHRISTOPHER	000423941	18/01/2013	13/04/2015	Ceased
CLEMENTS, SHAUN	000290099	23/12/2014	01/01/2015	Ceased
CLOSE, IVAN	000273132	24/08/2009	09/06/2015	Ceased
COLMAN, GEOFFREY	000320537	07/12/2007	23/11/2015	Ceased
CONWAY, PETER	000425995	08/08/2012	15/05/2015	Ceased
CORNISH, DENNIS	000249875	01/01/2004	12/08/2015	Ceased
COXALL, MALCOLM STANLEY	000250457	31/01/2005	31/03/2015	Ceased
CRAMER, HEIDI	000432041	13/12/2012	09/10/2015	Ceased
CROSARA, JOE	000339614	01/10/2014	17/11/2015	Ceased
DARTON, KERRY	000462389	29/07/2014	12/01/2015	Ceased
DAVIES, LEAH	000438668	08/05/2013	18/05/2015	Ceased
DAVIES, STEPHEN	000292455	29/11/2013	02/03/2015	Ceased
DAVISON, DALLAS	000449702	03/12/2013	11/06/2015	Ceased
DEPENA, AARON	000438957	15/05/2013	02/06/2015	Ceased
DHUNA, HEATHER	000433945	04/02/2013	30/06/2015	Ceased
DI FELICE, ROBERT	000457420	29/05/2015	25/09/2015	Ceased
DICKSON, JON ALEXANDER	000314624	06/11/2014	08/01/2015	Ceased
DRING, STEPHEN JOHN	000250004	01/01/2004	21/12/2015	Ceased
DWYER, MICHAEL	000448331	06/11/2013	07/08/2015	Ceased
EL MOUSSALLI, CHRIS	000461547	10/07/2014	12/02/2015	Ceased
ELLIS, SYMONNE ANN	000467213	20/10/2014	15/10/2015	Ceased
EVANS, PAUL RICHARD	000440760	18/06/2013	30/07/2015	Ceased
FARLEY, LARISA	000244826	05/06/2014	04/03/2015	Ceased
FOWLES, ANDREW JOHN	000409496	11/09/2013	24/04/2015	Ceased
GERRARD, JAMES ALEXANDER	000303966	28/10/2010	20/03/2015	Ceased
GIACOMO, FORTUNA	000417504	14/02/2012	29/11/2015	Ceased
GILBERT FINANCIAL ADVICE & SERVICES PTY LTD	000428602	25/09/2012	17/09/2015	Ceased
GILBERT, STEPHEN JASON	000334714	10/07/2012	17/09/2015	Ceased
GOODLIFE FINANCIAL PLANNING (WA) PTY. LTD.	000428577	25/09/2012	10/07/2015	Ceased
GRAY, ROYSTON GEORGE	000250600	08/06/2012	14/10/2015	Ceased
GULASEKHARAM FAMILY TRUST	000250161	01/01/2004	15/07/2015	Ceased
HEADING, PETER	000466228	02/10/2014	08/06/2015	Ceased
HEALEY, MATTHEW	000239761	24/01/2013	25/06/2015	Ceased
HECHT, PETER	000325157	02/05/2008	21/05/2015	Ceased
HIGGINS PRACTICE MANAGEMENT PTY LTD	000315055	25/09/2012	09/11/2015	Ceased
HIGGINS, PETER	000239762	03/07/2007	09/11/2015	Ceased
HODGSON, PAUL	000343126	07/07/2014	04/09/2015	Ceased
HOGUE, MICHAEL CHRISTIAN	000242947	02/07/2012	11/06/2015	Ceased
HOLZER, JUSTIN	000250055	01/01/2004	13/10/2015	Ceased
HOOPER, AILEEN	000298520	17/06/2009	31/12/2015	Ceased
HOSKINS, ADAM	000450501	20/12/2013	01/04/2015	Ceased
HUMMERSTON, JOSHUA	000463093	12/08/2014	06/05/2015	Ceased
Harvey, Melanie Jane	001270093	19/11/2013	01/06/2015	Ceased
Hii, Alfred Toh	001236705	28/10/2015	29/10/2015	Ceased
JOHN O'KELLY FINANCIAL SERVICES PTY LIMITED	000252486	04/06/2012	04/08/2015	Ceased
Jones, William John	001008560	22/05/2015	22/05/2015	Ceased
KAISEROVA, ILONA	000323478	05/02/2013	13/04/2015	Ceased
KALRO, AMEET	000462390	29/07/2014	19/06/2015	Ceased
KELLY, BRETT	000345169	04/10/2012	31/08/2015	Ceased
KENDRICK, NEVILLE ALLAN	000263235	02/08/2012	07/08/2015	Ceased
KESHAVARZI, BEHRANG	000254346	24/06/2013	15/01/2015	Ceased
KEYS FP PTY LTD	000250140	11/02/2011	18/11/2015	Ceased
KEYSELL, JOHN WILLIAM	000249830	01/01/2004	26/11/2015	Ceased
KIDD, MICHAEL JOHN HARDING	000278432	01/06/2012	08/01/2015	Ceased
KIPPEN, DAVID VICTOR	000264947	24/06/2011	01/05/2015	Ceased
KLACAR, STEVEN	000352359	29/04/2010	01/07/2015	Ceased
KOTKIS, PERCY	000242266	27/10/2011	01/10/2015	Ceased
KUMARAPPERUMA, ERANDA	000401089	10/09/2013	27/05/2015	Ceased
KYEYUNE, RONALD	000450236	13/12/2013	28/06/2015	Ceased
LAWRENCE, DARREN TREVOR	000242318	04/06/2013	27/11/2015	Ceased
LAWSON, RAYMOND	000463422	15/08/2014	26/10/2015	Ceased
LEARMONTH, DEBRA JANE	000288892	11/07/2011	31/01/2015	Ceased
LEE, SHANE JOHN	000243595	30/04/2010	06/10/2015	Ceased
LI, LINDA	000456227	09/04/2014	19/01/2015	Ceased
LI, LINDA	000456227	03/03/2015	12/06/2015	Ceased
LIBERMAN, MARLEN	000427778	10/09/2012	16/06/2015	Ceased
LIGHTHOUSE FINANCIAL ADVISERS (TOWNSVILLE) PTY LTD	000387178	02/07/2012	11/06/2015	Ceased
LITTLE, PHILLIP ANTHONY	000324905	29/04/2015	07/08/2015	Ceased
LITTLEY, AIDEN	000426035	22/04/2013	21/12/2015	Ceased
LOUWRENS, JENNY	000430382	05/11/2012	14/12/2015	Ceased
LOW, LI HANG KATHLEEN	000456087	07/04/2014	01/04/2015	Ceased
LYNNE BOWLER & ASSOCIATES PTY. LTD.	000428627	25/09/2012	03/09/2015	Ceased
MACKELLAR, THOMAS	000469975	31/03/2015	21/08/2015	Ceased
MANDELA PTY LTD	000253164	31/07/2012	16/07/2015	Ceased
MASON-COX, PHILIP DOMINIC	000249855	11/02/2011	18/11/2015	Ceased
MAYOH, MICHAEL RAYMOND	000249915	01/01/2004	12/06/2015	Ceased
MCCABE, MATTHEW	000410451	16/12/2013	20/11/2015	Ceased
MCILVEEN, GEOFFREY WILLIAM	000401684	31/03/2014	15/01/2015	Ceased
MCROBERTS, GORDON	000381908	02/07/2012	10/07/2015	Ceased
MILLER, DREW ROBERT	000254540	01/04/2009	03/02/2015	Ceased
MISHRIKI, CAROLYN	000336568	23/09/2010	17/04/2015	Ceased
MITCHELL, ALAN	000428047	14/09/2012	30/04/2015	Ceased
MITCHELL, KERRY MARIE	000235821	05/06/2012	02/04/2015	Ceased
MORRIS, ANDREW WILLIAM	000250027	01/01/2004	06/01/2015	Ceased
MORRIS, LAURA	000306433	24/05/2012	01/07/2015	Ceased
MORTON, ADAM	000250801	01/08/2012	01/05/2015	Ceased
MORTON, BARRY GEORGE	000250344	14/09/2012	17/11/2015	Ceased
Matthies, Christopher John	001233133	03/07/2015	03/07/2015	Ceased
NEWMAN, BENJAMIN JOHN REES	000469636	10/04/2015	28/08/2015	Ceased
NICE, CLINT	000450231	13/12/2013	07/08/2015	Ceased
O'CONNOR, PETER	000276774	26/07/2012	31/07/2015	Ceased
O'KEEFE, DENNIS	000422620	01/06/2012	01/02/2015	Ceased
O'KEEFE, MIKE	000250621	18/08/2004	08/01/2015	Ceased
O'KELLY, JOHN WILLIAM	000250591	04/06/2012	04/08/2015	Ceased
OTT, GRAEME ALFRED	000329051	20/08/2012	03/07/2015	Ceased
PERIN, ELVIN	000290625	21/10/2014	13/04/2015	Ceased
PETER CONWAY INVESTMENT SERVICES PTY. LTD.	000428606	25/09/2012	15/05/2015	Ceased
PHILLIPS, NICHOLAS	000465337	17/09/2014	18/12/2015	Ceased
PLANWELL FINANCIAL SERVICES PTY. LTD.	000428641	25/09/2012	03/06/2015	Ceased
PLUNKETT, SCOTT	000253317	12/11/2012	14/08/2015	Ceased
POP, VIRGINIA	000438681	08/05/2013	05/05/2015	Ceased
POPPETT, PETER ROBERT	000262099	12/11/2009	30/03/2015	Ceased
PRECISION FINANCIAL SERVICES PTY LTD	000465980	26/09/2014	27/07/2015	Ceased
PRICE, GEOFFREY	000437498	15/04/2013	30/07/2015	Ceased
PRINCIPAL WEALTH MANAGEMENT PTY LTD	000277821	30/04/2010	06/10/2015	Ceased
PROMAX INVESTMENT PTY. LTD.	000450235	13/12/2013	28/06/2015	Ceased
READY, STEPHEN JOHN	000250548	07/09/2012	18/12/2015	Ceased
RIPLEY, MATTHEW	000350850	20/02/2012	22/12/2015	Ceased
ROBINSON, CRAIG ROBERT	000428165	15/04/2013	19/06/2015	Ceased
ROWLEY, NEIL KENNETH VINCENT	000263638	08/08/2014	14/05/2015	Ceased
RYAN, DAMIAN GREGORY	000440755	18/06/2013	30/07/2015	Ceased
SAHA, PARTHA	000470533	18/12/2014	11/12/2015	Ceased
SALVIA, STEVE	000252546	01/01/2004	02/02/2015	Ceased
SANGUE, DIANA	000284625	17/12/2014	14/07/2015	Ceased
SAQR, LYNDA	000449416	27/11/2013	11/05/2015	Ceased
SCHOFIELD, JUDITH	000242728	30/04/2010	06/10/2015	Ceased
SHALAGIN, RICHARD	000250539	10/10/2013	30/06/2015	Ceased
SMITH, ERROL MAX	000249981	01/01/2004	13/03/2015	Ceased
SMITH, MALCOLM ALEXANDER	000250799	15/06/2010	06/10/2015	Ceased
SMITH, PETER	000308982	26/09/2012	11/08/2015	Ceased
SNEDDON, ELIZABETH	000470361	08/05/2015	25/09/2015	Ceased
SORENSEN, RICHIE	000423727	15/11/2013	29/11/2015	Ceased
STAMMERS, WAYNE	000411351	27/08/2012	02/03/2015	Ceased
STEWART, RICHARD STANTON	000334367	01/06/2012	01/08/2015	Ceased
STRATTON, MICHAEL JOHN	000312357	27/10/2011	18/12/2015	Ceased
Smith, Catherine May	001007190	10/04/2015	15/05/2015	Ceased
TAN, IRWAN SADIKIN	000463484	18/08/2014	02/04/2015	Ceased
TEAGUE, RHIANNON	000430539	07/11/2012	13/03/2015	Ceased
TEAKLE, PETER KENNETH	000249816	01/01/2004	30/09/2015	Ceased
THE CLOSE FAMILY TRUST	000340291	24/08/2009	09/06/2015	Ceased
THE TRUSTEE FOR ATTITUDE4ALTITUDE TRUST	000408067	11/07/2011	06/03/2015	Ceased
THE TRUSTEE FOR JOE CROSARA FAMILY TRUST	000466136	01/10/2014	17/11/2015	Ceased
THE TRUSTEE FOR LCI FINANCIAL SERVICES UNIT TRUST	000428790	27/09/2012	11/08/2015	Ceased
THE TRUSTEE FOR REGAL WEALTH MANAGEMENT UNIT TRUST	000456386	11/04/2014	16/06/2015	Ceased
THE TRUSTEE FOR RETIREMENT NETWORK UNIT TRUST	000428557	25/09/2012	21/12/2015	Ceased
THE TRUSTEE FOR RIPLEY FAMILY TRUST	000436085	14/03/2013	24/02/2015	Ceased
THE TRUSTEE FOR THE HOLZER FAMILY TRUST	000428589	25/09/2012	13/10/2015	Ceased
THE TRUSTEE FOR TRAHAIR & PIERCE FAMILY TRUST	000473107	23/02/2015	23/02/2015	Ceased
THOMAS, JAMES RICHARD	000442841	24/07/2013	21/09/2015	Ceased
TOWNSEND, NEVILLE VALENTINE	000250324	03/09/2012	31/12/2015	Ceased
TWITE, BRADLEY ALLAN	000237784	12/06/2014	22/06/2015	Ceased
VIEIRA, CLAUDIA	000281914	18/12/2013	15/01/2015	Ceased
VIVIAN, ROXANNE JEAN	000250731	24/08/2012	01/01/2015	Ceased
WARD, BARRY EDWIN WILLIAM	000235848	05/10/2011	27/01/2015	Ceased
WICKRAMARATNA, BUDDHIKA	000357170	04/02/2013	07/08/2015	Ceased
WILLIAMS FINANCE PTY LTD	000435070	26/02/2013	04/09/2015	Ceased
WILLIAMS, RUSSELL JOHN	000242228	13/10/2010	04/09/2015	Ceased
WILSON, STEVE ADRIAN	000276302	20/02/2012	05/08/2015	Ceased
WOODS, RAYMOND GEORGE	000250029	31/05/2012	27/10/2015	Ceased
Wells, Andrew	001237417	25/11/2015	25/11/2015	Ceased
YOUR FINANCIAL FUTURE PTY LTD	000432008	25/09/2012	18/12/2015	Ceased

Where they were authorised next

71 of these 167 were followed by another authorisation elsewhere; 96 were the last on that record.

Authorised next by	Authorisations	Share
RI ADVICE GROUP PTY LTD	5	7.0%
licence 231138	5	7.0%
MCPHERSON & ASSOCIATES PTY. LTD.	4	5.6%
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD	3	4.2%
SYNCHRON ADVICE PTY LTD	3	4.2%
AKUMIN FINANCIAL PLANNING PTY LIMITED	3	4.2%
COUNT FINANCIAL LIMITED	3	4.2%
licence 331367	3	4.2%
CHARTER FINANCIAL PLANNING LIMITED	3	4.2%
licence 307248	2	2.8%
licence 449658	2	2.8%
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED	2	2.8%
SENTRY FINANCIAL SERVICES PTY LTD	2	2.8%
BRIDGES FINANCIAL SERVICES PTY LIMITED	2	2.8%
LIGHTHOUSE FINANCIAL ADVISERS (TOWNSVILLE) PTY LTD	2	2.8%
HUNTER GREEN PTY LTD	2	2.8%
GPS WEALTH LTD	2	2.8%
INTERPRAC FINANCIAL PLANNING PTY LTD	2	2.8%

Other licensees that lost representatives in 2015

COUNT FINANCIAL LIMITED — 110
COMMUNITY BROKER NETWORK PTY LTD — 126
PROFESSIONAL INVESTMENT SERVICES PTY LTD — 179
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 414
WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD — 383
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 101
ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 91
SYNCHRON ADVICE PTY LTD — 110
TRAVELEX LIMITED — 111
MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD — 140
CLASSIC CLUBS LIMITED — 162
INTEGRITY CAR CARE PTY. LTD. — 157
BRIDGES FINANCIAL SERVICES PTY LIMITED — 110
MARSH PTY LTD — 153

CHARTER FINANCIAL PLANNING LIMITED in other years

2022 — 132
2021 — 150
2020 — 250
2019 — 198
2018 — 161
2017 — 225
2016 — 357
2014 — 170
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?

167 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.