afs-rep

Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2017

225 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2017 — 6.3% of its record, and 1.6% of everything that ended in Australia that year.

225ended in 2017
6.3%share of CHARTER FINANCIA
1.6%share of 2017
165also 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 2017

The 225 that ended in 2017

CHARTER FINANCIAL PLANNING LIMITED, ended 2017, alphabetical
RepresentativeNumberFromToStatus
ADVISORY PARTNERS FINANCIAL SERVICES PTY LTD00046009718/06/201407/09/2017Ceased
ALBRIGHTON, RAYMOND00044106924/06/201304/11/2017Ceased
ALLEN, SHIRALEE KATHLEEN00043681724/10/201602/06/2017Ceased
ANNOUNCER FINANCIAL PLANNING PTY LIMITED00044109324/06/201304/11/2017Ceased
ANNOUNCER FINANCIAL PLANNING QUEENSLAND PTY LIMITED00124350627/06/201604/11/2017Ceased
ARENA, CARLO00044560717/09/201314/02/2017Ceased
ATANASOV, KOSTA00030886011/10/201630/06/2017Ceased
Adaszko, Rick00100620502/05/201611/08/2017Ceased
BANNOR FINANCIAL SERVICES PTY LTD00042852725/09/201203/02/2017Ceased
BAYLISS, ANN00024980114/03/201427/10/2017Ceased
BELL, DEAN RAYMOND00024990701/01/200401/08/2017Ceased
BENOVIC, TONY00100257715/05/201708/08/2017Ceased
BLASKETT, GREGORY JOHN00026382518/04/201205/09/2017Ceased
BOSELEY, NATHAN00046009618/06/201407/09/2017Ceased
BOTHA, NOEL PETER00043957027/11/201504/12/2017Ceased
BRADEN, JOHN FRANCIS00022477120/07/201201/12/2017Ceased
BRADLEY, PAUL GARY00028955818/08/201608/09/2017Ceased
BRANDT, MICHAEL00033701912/08/201603/03/2017Ceased
BRONSON FINANCIAL SERVICES PTY LTD00031683420/03/201201/01/2017Ceased
BRONSON, PAUL00029220320/03/201201/01/2017Ceased
BROWN, JEFFREY WAYNE00025033216/11/201210/03/2017Ceased
BUBNER, PAUL ANTHONY SCOTT00025058101/08/201216/02/2017Ceased
CAREY, DAVID WILLIAM00034945406/07/201615/06/2017Ceased
CARINUS, HELEN00046143108/07/201431/10/2017Ceased
CARR, REBECCA00029651508/12/200524/03/2017Ceased
CHELL, NATHANIEL LUKE PETER00032548228/05/201402/05/2017Ceased
CLARK, DAVID GORDON00024342212/07/200417/11/2017Ceased
CLARK, HAMISH00045016912/12/201303/11/2017Ceased
CLONEY, JAMES PATRICK00024339912/02/201314/02/2017Ceased
COOMBES, LINDA MARGARET00024538310/07/200931/05/2017Ceased
COOPER, BARRIE00026871506/06/201120/03/2017Ceased
COPPIN, TODD LESLIE00030064918/06/201314/02/2017Ceased
COULSTON, STEPHEN LESLIE00028852326/08/201507/09/2017Ceased
CRONIN, ALAN ROSS00024979801/01/200419/01/2017Ceased
CROTHERS, SARAH MICHELLE00033844521/05/201507/09/2017Ceased
CROTHERS, TRENT LESLIE00029906321/05/201507/09/2017Ceased
Chisholm, Andrew Cameron00125100309/01/201705/06/2017Ceased
Christie, Stuart James00123556121/09/201528/08/2017Ceased
Curnow, Michael00123324307/07/201531/03/2017Ceased
DAVIE, MICHAEL00044351908/08/201316/10/2017Ceased
DENDRA FINANCIAL SERVICES PTY LTD00046442002/09/201420/11/2017Ceased
DISCC PTY LIMITED00030899425/09/201210/03/2017Ceased
DORIS, DEBRA ANNE00025048002/10/201419/06/2017Ceased
DURING, HENRY ALFRED00025045829/12/200830/09/2017Ceased
Debono, Andrew00123267919/06/201504/11/2017Ceased
EBERHARD, WAYNE LESLIE00025077031/07/201206/12/2017Ceased
EDWARDS, TRAVIS00100259726/10/201507/04/2017Ceased
EGAN, ERIN GAYE00033426229/04/201513/07/2017Ceased
EVANS, NEIL00026678421/05/201507/09/2017Ceased
FARBRIDGE, JOHN ARTHUR00024986801/01/200431/12/2017Ceased
FARRELL, DEAN JOHN00045749908/05/201413/01/2017Ceased
FORTUNA FINANCIAL SERVICES PTY LTD00041750314/02/201216/01/2017Ceased
FRANCIS, CONRAD JOSEPH00024484116/03/201116/03/2017Ceased
Fong, Michael00100926912/06/201524/01/2017Ceased
GALE, ADAM00044106124/06/201308/09/2017Ceased
GARCIA, MARIA YOLANDA00044560617/09/201314/02/2017Ceased
GARNER, PAUL ROBERT00031474130/10/201304/01/2017Ceased
GARROTT, CLAIRE COTHLEEN00030254720/10/201403/02/2017Ceased
GIANSIRCUSA, JOHN EDMOND00044075318/06/201314/02/2017Ceased
GILMOUR, JUSTIN STUART00025076822/05/200611/08/2017Ceased
GOODALL, JULIE00046157410/07/201413/01/2017Ceased
GOYAL, MOHIT00045620209/04/201421/07/2017Ceased
GREENHAM, STEVEN00026677823/06/201507/09/2017Ceased
GREENWOOD, DAMON00032551117/06/201403/02/2017Ceased
GUTHRIE, HILARY00030131022/05/201313/07/2017Ceased
HANLEY, JASON00046593226/09/201428/07/2017Ceased
HANNAGAN, TERRANCE00042433104/07/201214/03/2017Ceased
HARRY, KENNETH RALPH00026418522/12/201630/06/2017Ceased
HART, SOLOMON00031364227/10/201111/08/2017Ceased
HAUGH, LINCOLN00043016530/10/201230/11/2017Ceased
HBFP PTY LTD00041351207/11/201116/01/2017Ceased
HILLS, LYNDA00026677623/06/201507/09/2017Ceased
HOLDEN, STEPHEN00044783030/12/201408/09/2017Ceased
HOLMES, RUTH00045668116/04/201413/01/2017Ceased
HURN, JOE00023976731/03/201506/12/2017Ceased
HUTCHINSON, JOHN00044106324/06/201304/11/2017Ceased
INGHAM, LINDA00044558317/09/201314/02/2017Ceased
ISAAC, REGAN00034332619/06/201504/11/2017Ceased
ISSITT, JANE ELIZABETH00043132026/11/201228/09/2017Ceased
JEREMIAH, JARROD MATTHEW00032533106/05/201531/01/2017Ceased
JERVIS, DAVID00044559017/09/201314/02/2017Ceased
JODDAN PTY LTD00034373910/04/201503/01/2017Ceased
JONES, NATHAN00041561420/12/201110/04/2017Ceased
JURSS, ALISON00043168904/12/201214/02/2017Ceased
Jia, Tingting00124208625/10/201605/05/2017Ceased
KARAOUTSADIS, ROBERT00044560517/09/201314/02/2017Ceased
KEATLEY, ROBYN00045750008/05/201313/01/2017Ceased
KITCHEN, MATTHEW00042209822/05/201225/08/2017Ceased
KITSON, TRACEY00044228712/07/201324/04/2017Ceased
KONTOMINAS, GEORGE00046441902/09/201420/11/2017Ceased
KOONG, JULIAN YEE LEONG00100380428/10/201621/04/2017Ceased
KOTKIS, GAVIN IAN00024219627/10/201120/04/2017Ceased
Kennelly, Luke Desmond00100008412/03/201531/10/2017Ceased
Koch, Gary Drew00123628214/10/201501/12/2017Ceased
Kossovski, Grigori00123275823/06/201512/05/2017Ceased
Kostic, Aleksandra00123493831/08/201501/11/2017Ceased
Kotkis, Ashley00124580728/07/201630/06/2017Ceased
LAMPARD, CRAIG MICHAEL00030793811/02/200920/10/2017Ceased
LARKFIELDS PROFESSIONAL ADVICE PTY LTD00035350606/05/201013/06/2017Ceased
LATTANZI, ROBERT BRUNO00046398809/12/201504/10/2017Ceased
LAVERY, BEVAN EDWARD00044558917/09/201314/02/2017Ceased
LEESON, ANDREW CRAIG00028675224/12/201524/02/2017Ceased
LEWIS, TERRY00029573120/12/201006/12/2017Ceased
LIFE PLANNING SOLUTIONS PTY LIMITED00043048907/11/201203/02/2017Ceased
LIFEPLAN CONSULTING PTY LTD00100912109/06/201522/03/2017Ceased
LITTLER, IAN ROLAND00034560109/06/201522/03/2017Ceased
LU, TONY00044106624/06/201304/11/2017Ceased
LUCK FINANCIAL SERVICES PTY. LTD.00024243120/12/201320/09/2017Ceased
LUCK, CHRISTOPHER DAVID00024217920/12/201320/09/2017Ceased
LUKASHENOK, ALEKSEJ00040390124/06/201528/04/2017Ceased
Lindemann, Sebastian00124208110/10/201621/07/2017Ceased
MAC MONEY WEALTH MANAGEMENT PTY LTD00047316924/02/201503/05/2017Ceased
MACLEAN, BRENDEN THOMAS00026678521/05/201504/12/2017Ceased
MAE, ALEXANDER00044106224/06/201304/11/2017Ceased
MANSFIELD, OSWALD BRUCE00024994901/01/200404/09/2017Ceased
MARINO, MICHAEL00044972203/12/201305/01/2017Ceased
MARTINEZ, JUAN00033262508/06/201611/04/2017Ceased
MASON, GRAHAM JOHN00025075722/06/201227/10/2017Ceased
MATICEVIC, NADA00024265915/07/201611/08/2017Ceased
MAY WEALTH PTY LTD00124293410/06/201610/03/2017Ceased
MAY, STEVEN ROBERT00023014510/06/201610/03/2017Ceased
MCBROOM, SIMONE00045739122/06/201528/02/2017Ceased
MCGREGOR, ELLEN EDITH JANE00045839826/05/201413/01/2017Ceased
MCKENZIE, KATIE00042378526/06/201214/02/2017Ceased
MG WEALTH MANAGEMENT PTY LTD00045620309/04/201421/07/2017Ceased
MIECINSKI, ANDREW JOSEPH00029676529/06/201205/04/2017Ceased
MILLAR, KERRY ANNE00034377229/09/201019/05/2017Ceased
MILLER, ROBERT JOHN00024190130/05/201110/05/2017Ceased
MILLGEM PTY LTD00041139415/09/201120/03/2017Ceased
MINCHIN, VICTOR WALTER VERNON00026320914/10/201116/03/2017Ceased
MONEYMEANS FINANCIAL SERVICES PTY LTD00044634130/09/201330/01/2017Ceased
MONICHINO, DIANNE00043433112/02/201314/02/2017Ceased
MORTIMORE, RICHARD NICHOLAS00025063019/07/201216/05/2017Ceased
MOSS, BRYAN MALCOLM00031250606/06/201123/09/2017Ceased
MOULDEN, BRADLEY GAVIN00029561617/06/201416/11/2017Ceased
MULHALL, GRAHAM00026677030/06/201519/04/2017Ceased
Masters, Brad Antony00124026305/09/201621/07/2017Ceased
NANCARROW, RODNEY00047016611/12/201413/01/2017Ceased
NANCARROW, WARRICK00029965004/12/201214/02/2017Ceased
NAYLOR, ALEXANDER WILLIAM00044541901/02/201601/05/2017Ceased
NEIL AVERY & ASSOCIATES PTY LTD00025027005/09/201108/03/2017Ceased
NEIL EVANS FINANCIAL SERVICES PTY LTD00034373821/05/201507/09/2017Ceased
NICOL, MURRAY RAYMOND00027835508/08/201131/08/2017Ceased
NIHILL, JESSE00030849630/09/201331/01/2017Ceased
NMJM PTY LTD00034373130/06/201519/04/2017Ceased
NOVO WEALTH DESIGN PTY LTD00044807330/10/201304/01/2017Ceased
Netto, Marcus Aaron00100892302/06/201504/11/2017Ceased
PANDELAKIS, SPIRO00023998202/07/201222/05/2017Ceased
PANDELAKIS, SPIRO00023998223/06/201728/08/2017Ceased
PEARCE, PRIZZY00046638506/10/201428/08/2017Ceased
PENSION TRANSFERS AUSTRALIA PTY LTD00034541004/03/201017/08/2017Ceased
PERPETUAL BUSINESS SOLUTIONS PTY LTD00033643131/03/201506/12/2017Ceased
PETIE, JON ANDREW00025001101/01/200431/10/2017Ceased
PIROTTA, MARIO LINO00025033101/08/201221/03/2017Ceased
POLA, ANTHONY00043941023/05/201314/02/2017Ceased
POOLE, ANTHONY00044106824/06/201304/11/2017Ceased
PROUD, DEBRA00045183117/01/201431/03/2017Ceased
PUTT, STEVEN00027142207/02/200620/11/2017Ceased
QUADRIX FINANCIAL PTY LTD00123781009/12/201504/10/2017Ceased
REAY, SHANE RICHARD00046294907/08/201411/08/2017Ceased
RED WEALTH PTY LTD00044720311/10/201311/01/2017Ceased
RETHINK FINANCIAL GROUP PTY LTD00042850125/09/201210/03/2017Ceased
RETIREMENT DESIGNS PTY LTD00036600512/07/201031/10/2017Ceased
ROCKS, ANDREW00044106024/06/201304/11/2017Ceased
ROSE, DANIEL00024704101/08/200730/09/2017Ceased
ROSE-NEALY, JODI LEA00029071401/08/200730/09/2017Ceased
SAAYMAN, GUY00039224611/08/201509/02/2017Ceased
SAUNDERS, CHRISTOPHER JOHN00041052014/05/201316/08/2017Ceased
SHEEHY, GERARD00044077518/06/201314/02/2017Ceased
SHIELS, BERNADETTE00025080719/07/200431/03/2017Ceased
SIMON, ROBIN LEE00026472129/08/201216/02/2017Ceased
SIRIANNI, STANISLAO00045839926/05/201413/01/2017Ceased
SMALL, DAVID RONALD00025063119/07/201216/05/2017Ceased
SMITH, CRAIG00032089316/07/201223/10/2017Ceased
SMITH, MICHAEL DAVID ALEXANDER00030067224/06/201510/02/2017Ceased
SONNEVELD, MAARTINA00029737719/12/200801/01/2017Ceased
SPIRO PANDELAKIS & ASSOCIATES PTY. LTD.00033702102/07/201222/05/2017Ceased
SPIRO PANDELAKIS & ASSOCIATES PTY. LTD.00033702123/06/201728/08/2017Ceased
SRIVASTAVA, ANURAG00047316824/02/201503/05/2017Ceased
STEWART, RANALD CLIVE00023274301/11/201031/07/2017Ceased
STEWART, ROSS DONALD00023866418/05/201203/08/2017Ceased
SUREFIN SUPER AND INSURANCES PTY LTD00123747427/11/201504/12/2017Ceased
Stubbings, Nathanael Russell00125387618/04/201711/08/2017Ceased
T Q C NOMINEES PTY. LTD.00027281123/06/201507/09/2017Ceased
TANNOUS, JOSEPHINE00030162027/09/200710/07/2017Ceased
THE TRUSTEE FOR BRELEE FAMILY TRUST00042853025/09/201219/12/2017Ceased
THE TRUSTEE FOR E-LIFE COVER UNIT TRUST00038192314/06/201218/01/2017Ceased
THE TRUSTEE FOR IMERITUS FINANCIAL TRUST00033469306/06/201120/03/2017Ceased
THE TRUSTEE FOR MACLEAN FAMILY TRUST00040977821/05/201504/12/2017Ceased
THE TRUSTEE FOR MOSS ENTOURAGE INVESTMENT TRUST00040574906/06/201123/09/2017Ceased
THE TRUSTEE FOR PARAVEL FAMILY TRUST00042863025/09/201206/12/2017Ceased
THE TRUSTEE FOR PORTLAND PLANNING TRUST00034373423/06/201507/09/2017Ceased
THE TRUSTEE FOR QS WODONGA UNIT TRUST00043436626/08/201507/09/2017Ceased
THE TRUSTEE FOR ROSSLYN PROPERTY & INVESTMENT UNIT TRUST00042855925/09/201203/08/2017Ceased
THE TRUSTEE FOR THE JJG TRUST00042861625/09/201211/08/2017Ceased
THE TRUSTEE FOR THE THREE & TWO TRUST00042850925/09/201231/08/2017Ceased
THE TRUSTEE FOR THE WHITEHORSE TRUST00042855425/09/201230/09/2017Ceased
TOLSHER, NEIL ROBERT00028527326/08/201507/09/2017Ceased
TOMS, ERNEST CHARLES00026746004/07/200703/01/2017Ceased
TRENT CROTHERS FINANCIAL SERVICES PTY LTD00034373521/05/201507/09/2017Ceased
TRIPLE J FINANCIAL PLANNING SOLUTIONS PTY LTD00046593326/09/201428/07/2017Ceased
TROST, KATE ELIZABETH00046507808/06/201709/10/2017Ceased
TSIMOS, MATTHEW00046482302/04/201509/06/2017Ceased
Tomlinson, Gareth Cecil00100083023/03/201530/06/2017Ceased
VANDEN BERG, DAVID ALLAN00026350024/06/201516/06/2017Ceased
VOSS, GARY PETER00024995301/01/200412/05/2017Ceased
WALKER FINANCIAL SOLUTIONS PTY LTD00042850625/09/201216/10/2017Ceased
WALKER, RODNEY00031608231/07/200716/10/2017Ceased
WALTON, RUSSELL WILLIAM00025076424/05/200430/08/2017Ceased
WAYLAND, GAVIN00047016511/12/201413/01/2017Ceased
WEALTH EVOLUTION GAWLER PTY LTD00123628114/10/201501/12/2017Ceased
WELLS, GRANT LYNTON00024973101/01/200431/01/2017Ceased
WHITE, CAMERON00046070626/06/201407/09/2017Ceased
WHITWORTH, MARC RAYMOND00043374823/06/201507/09/2017Ceased
WHITWORTH, RAYMOND00026677923/06/201507/09/2017Ceased
WICKS, SAMUEL00043177606/12/201206/07/2017Ceased
WILLIS AUSTRALIA GROUP SERVICES PTY LTD00040589205/02/201328/08/2017Ceased
WITHY, BRETT EDWARD00028445517/11/200519/12/2017Ceased
WITHY, LEE ANNE00024621315/12/201619/12/2017Ceased
WRIGHT, ANDREW00024185308/06/201211/12/2017Ceased
Weir, James00100754625/11/201531/07/2017Ceased
YOUNG, BRETT ROBERT00041924912/08/201629/06/2017Ceased
Yu, Jiean00124208927/10/201626/05/2017Ceased
ZAHNER, RYAN00046840007/11/201403/02/2017Ceased
ZUNKER, DESLEY RAE00027906229/04/201511/08/2017Ceased

Where they were authorised next

121 of these 225 were followed by another authorisation elsewhere; 104 were the last on that record.

Authorised next byAuthorisationsShare
INFOCUS SECURITIES AUSTRALIA PTY LTD1310.7%
CAPSTONE FINANCIAL PLANNING PTY LTD108.3%
AKUMIN FINANCIAL PLANNING PTY LIMITED86.6%
licence 30724875.8%
SYNCHRON ADVICE PTY LTD54.1%
FUTURO FINANCIAL SERVICES PTY LTD54.1%
licence 40171243.3%
INTEGRO HOLDINGS (WA) PTY LTD43.3%
licence 23759043.3%
AP LICENCE PTY LTD32.5%
CHARTER FINANCIAL PLANNING LIMITED32.5%
licence 23785732.5%
FORTNUM PRIVATE WEALTH LTD21.7%
CHOICE FINANCIAL ADVISORS PTY LTD21.7%
licence 22464521.7%
licence 33136721.7%
RI ADVICE GROUP PTY LTD21.7%
THE COMPLETE PLANNER PTY LTD21.7%

Other licensees that lost representatives in 2017

CHARTER FINANCIAL PLANNING LIMITED in other years

Money lost after advice you were given?

225 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.