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.
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
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ADVISORY PARTNERS FINANCIAL SERVICES PTY LTD | 000460097 | 18/06/2014 | 07/09/2017 | Ceased |
| ALBRIGHTON, RAYMOND | 000441069 | 24/06/2013 | 04/11/2017 | Ceased |
| ALLEN, SHIRALEE KATHLEEN | 000436817 | 24/10/2016 | 02/06/2017 | Ceased |
| ANNOUNCER FINANCIAL PLANNING PTY LIMITED | 000441093 | 24/06/2013 | 04/11/2017 | Ceased |
| ANNOUNCER FINANCIAL PLANNING QUEENSLAND PTY LIMITED | 001243506 | 27/06/2016 | 04/11/2017 | Ceased |
| ARENA, CARLO | 000445607 | 17/09/2013 | 14/02/2017 | Ceased |
| ATANASOV, KOSTA | 000308860 | 11/10/2016 | 30/06/2017 | Ceased |
| Adaszko, Rick | 001006205 | 02/05/2016 | 11/08/2017 | Ceased |
| BANNOR FINANCIAL SERVICES PTY LTD | 000428527 | 25/09/2012 | 03/02/2017 | Ceased |
| BAYLISS, ANN | 000249801 | 14/03/2014 | 27/10/2017 | Ceased |
| BELL, DEAN RAYMOND | 000249907 | 01/01/2004 | 01/08/2017 | Ceased |
| BENOVIC, TONY | 001002577 | 15/05/2017 | 08/08/2017 | Ceased |
| BLASKETT, GREGORY JOHN | 000263825 | 18/04/2012 | 05/09/2017 | Ceased |
| BOSELEY, NATHAN | 000460096 | 18/06/2014 | 07/09/2017 | Ceased |
| BOTHA, NOEL PETER | 000439570 | 27/11/2015 | 04/12/2017 | Ceased |
| BRADEN, JOHN FRANCIS | 000224771 | 20/07/2012 | 01/12/2017 | Ceased |
| BRADLEY, PAUL GARY | 000289558 | 18/08/2016 | 08/09/2017 | Ceased |
| BRANDT, MICHAEL | 000337019 | 12/08/2016 | 03/03/2017 | Ceased |
| BRONSON FINANCIAL SERVICES PTY LTD | 000316834 | 20/03/2012 | 01/01/2017 | Ceased |
| BRONSON, PAUL | 000292203 | 20/03/2012 | 01/01/2017 | Ceased |
| BROWN, JEFFREY WAYNE | 000250332 | 16/11/2012 | 10/03/2017 | Ceased |
| BUBNER, PAUL ANTHONY SCOTT | 000250581 | 01/08/2012 | 16/02/2017 | Ceased |
| CAREY, DAVID WILLIAM | 000349454 | 06/07/2016 | 15/06/2017 | Ceased |
| CARINUS, HELEN | 000461431 | 08/07/2014 | 31/10/2017 | Ceased |
| CARR, REBECCA | 000296515 | 08/12/2005 | 24/03/2017 | Ceased |
| CHELL, NATHANIEL LUKE PETER | 000325482 | 28/05/2014 | 02/05/2017 | Ceased |
| CLARK, DAVID GORDON | 000243422 | 12/07/2004 | 17/11/2017 | Ceased |
| CLARK, HAMISH | 000450169 | 12/12/2013 | 03/11/2017 | Ceased |
| CLONEY, JAMES PATRICK | 000243399 | 12/02/2013 | 14/02/2017 | Ceased |
| COOMBES, LINDA MARGARET | 000245383 | 10/07/2009 | 31/05/2017 | Ceased |
| COOPER, BARRIE | 000268715 | 06/06/2011 | 20/03/2017 | Ceased |
| COPPIN, TODD LESLIE | 000300649 | 18/06/2013 | 14/02/2017 | Ceased |
| COULSTON, STEPHEN LESLIE | 000288523 | 26/08/2015 | 07/09/2017 | Ceased |
| CRONIN, ALAN ROSS | 000249798 | 01/01/2004 | 19/01/2017 | Ceased |
| CROTHERS, SARAH MICHELLE | 000338445 | 21/05/2015 | 07/09/2017 | Ceased |
| CROTHERS, TRENT LESLIE | 000299063 | 21/05/2015 | 07/09/2017 | Ceased |
| Chisholm, Andrew Cameron | 001251003 | 09/01/2017 | 05/06/2017 | Ceased |
| Christie, Stuart James | 001235561 | 21/09/2015 | 28/08/2017 | Ceased |
| Curnow, Michael | 001233243 | 07/07/2015 | 31/03/2017 | Ceased |
| DAVIE, MICHAEL | 000443519 | 08/08/2013 | 16/10/2017 | Ceased |
| DENDRA FINANCIAL SERVICES PTY LTD | 000464420 | 02/09/2014 | 20/11/2017 | Ceased |
| DISCC PTY LIMITED | 000308994 | 25/09/2012 | 10/03/2017 | Ceased |
| DORIS, DEBRA ANNE | 000250480 | 02/10/2014 | 19/06/2017 | Ceased |
| DURING, HENRY ALFRED | 000250458 | 29/12/2008 | 30/09/2017 | Ceased |
| Debono, Andrew | 001232679 | 19/06/2015 | 04/11/2017 | Ceased |
| EBERHARD, WAYNE LESLIE | 000250770 | 31/07/2012 | 06/12/2017 | Ceased |
| EDWARDS, TRAVIS | 001002597 | 26/10/2015 | 07/04/2017 | Ceased |
| EGAN, ERIN GAYE | 000334262 | 29/04/2015 | 13/07/2017 | Ceased |
| EVANS, NEIL | 000266784 | 21/05/2015 | 07/09/2017 | Ceased |
| FARBRIDGE, JOHN ARTHUR | 000249868 | 01/01/2004 | 31/12/2017 | Ceased |
| FARRELL, DEAN JOHN | 000457499 | 08/05/2014 | 13/01/2017 | Ceased |
| FORTUNA FINANCIAL SERVICES PTY LTD | 000417503 | 14/02/2012 | 16/01/2017 | Ceased |
| FRANCIS, CONRAD JOSEPH | 000244841 | 16/03/2011 | 16/03/2017 | Ceased |
| Fong, Michael | 001009269 | 12/06/2015 | 24/01/2017 | Ceased |
| GALE, ADAM | 000441061 | 24/06/2013 | 08/09/2017 | Ceased |
| GARCIA, MARIA YOLANDA | 000445606 | 17/09/2013 | 14/02/2017 | Ceased |
| GARNER, PAUL ROBERT | 000314741 | 30/10/2013 | 04/01/2017 | Ceased |
| GARROTT, CLAIRE COTHLEEN | 000302547 | 20/10/2014 | 03/02/2017 | Ceased |
| GIANSIRCUSA, JOHN EDMOND | 000440753 | 18/06/2013 | 14/02/2017 | Ceased |
| GILMOUR, JUSTIN STUART | 000250768 | 22/05/2006 | 11/08/2017 | Ceased |
| GOODALL, JULIE | 000461574 | 10/07/2014 | 13/01/2017 | Ceased |
| GOYAL, MOHIT | 000456202 | 09/04/2014 | 21/07/2017 | Ceased |
| GREENHAM, STEVEN | 000266778 | 23/06/2015 | 07/09/2017 | Ceased |
| GREENWOOD, DAMON | 000325511 | 17/06/2014 | 03/02/2017 | Ceased |
| GUTHRIE, HILARY | 000301310 | 22/05/2013 | 13/07/2017 | Ceased |
| HANLEY, JASON | 000465932 | 26/09/2014 | 28/07/2017 | Ceased |
| HANNAGAN, TERRANCE | 000424331 | 04/07/2012 | 14/03/2017 | Ceased |
| HARRY, KENNETH RALPH | 000264185 | 22/12/2016 | 30/06/2017 | Ceased |
| HART, SOLOMON | 000313642 | 27/10/2011 | 11/08/2017 | Ceased |
| HAUGH, LINCOLN | 000430165 | 30/10/2012 | 30/11/2017 | Ceased |
| HBFP PTY LTD | 000413512 | 07/11/2011 | 16/01/2017 | Ceased |
| HILLS, LYNDA | 000266776 | 23/06/2015 | 07/09/2017 | Ceased |
| HOLDEN, STEPHEN | 000447830 | 30/12/2014 | 08/09/2017 | Ceased |
| HOLMES, RUTH | 000456681 | 16/04/2014 | 13/01/2017 | Ceased |
| HURN, JOE | 000239767 | 31/03/2015 | 06/12/2017 | Ceased |
| HUTCHINSON, JOHN | 000441063 | 24/06/2013 | 04/11/2017 | Ceased |
| INGHAM, LINDA | 000445583 | 17/09/2013 | 14/02/2017 | Ceased |
| ISAAC, REGAN | 000343326 | 19/06/2015 | 04/11/2017 | Ceased |
| ISSITT, JANE ELIZABETH | 000431320 | 26/11/2012 | 28/09/2017 | Ceased |
| JEREMIAH, JARROD MATTHEW | 000325331 | 06/05/2015 | 31/01/2017 | Ceased |
| JERVIS, DAVID | 000445590 | 17/09/2013 | 14/02/2017 | Ceased |
| JODDAN PTY LTD | 000343739 | 10/04/2015 | 03/01/2017 | Ceased |
| JONES, NATHAN | 000415614 | 20/12/2011 | 10/04/2017 | Ceased |
| JURSS, ALISON | 000431689 | 04/12/2012 | 14/02/2017 | Ceased |
| Jia, Tingting | 001242086 | 25/10/2016 | 05/05/2017 | Ceased |
| KARAOUTSADIS, ROBERT | 000445605 | 17/09/2013 | 14/02/2017 | Ceased |
| KEATLEY, ROBYN | 000457500 | 08/05/2013 | 13/01/2017 | Ceased |
| KITCHEN, MATTHEW | 000422098 | 22/05/2012 | 25/08/2017 | Ceased |
| KITSON, TRACEY | 000442287 | 12/07/2013 | 24/04/2017 | Ceased |
| KONTOMINAS, GEORGE | 000464419 | 02/09/2014 | 20/11/2017 | Ceased |
| KOONG, JULIAN YEE LEONG | 001003804 | 28/10/2016 | 21/04/2017 | Ceased |
| KOTKIS, GAVIN IAN | 000242196 | 27/10/2011 | 20/04/2017 | Ceased |
| Kennelly, Luke Desmond | 001000084 | 12/03/2015 | 31/10/2017 | Ceased |
| Koch, Gary Drew | 001236282 | 14/10/2015 | 01/12/2017 | Ceased |
| Kossovski, Grigori | 001232758 | 23/06/2015 | 12/05/2017 | Ceased |
| Kostic, Aleksandra | 001234938 | 31/08/2015 | 01/11/2017 | Ceased |
| Kotkis, Ashley | 001245807 | 28/07/2016 | 30/06/2017 | Ceased |
| LAMPARD, CRAIG MICHAEL | 000307938 | 11/02/2009 | 20/10/2017 | Ceased |
| LARKFIELDS PROFESSIONAL ADVICE PTY LTD | 000353506 | 06/05/2010 | 13/06/2017 | Ceased |
| LATTANZI, ROBERT BRUNO | 000463988 | 09/12/2015 | 04/10/2017 | Ceased |
| LAVERY, BEVAN EDWARD | 000445589 | 17/09/2013 | 14/02/2017 | Ceased |
| LEESON, ANDREW CRAIG | 000286752 | 24/12/2015 | 24/02/2017 | Ceased |
| LEWIS, TERRY | 000295731 | 20/12/2010 | 06/12/2017 | Ceased |
| LIFE PLANNING SOLUTIONS PTY LIMITED | 000430489 | 07/11/2012 | 03/02/2017 | Ceased |
| LIFEPLAN CONSULTING PTY LTD | 001009121 | 09/06/2015 | 22/03/2017 | Ceased |
| LITTLER, IAN ROLAND | 000345601 | 09/06/2015 | 22/03/2017 | Ceased |
| LU, TONY | 000441066 | 24/06/2013 | 04/11/2017 | Ceased |
| LUCK FINANCIAL SERVICES PTY. LTD. | 000242431 | 20/12/2013 | 20/09/2017 | Ceased |
| LUCK, CHRISTOPHER DAVID | 000242179 | 20/12/2013 | 20/09/2017 | Ceased |
| LUKASHENOK, ALEKSEJ | 000403901 | 24/06/2015 | 28/04/2017 | Ceased |
| Lindemann, Sebastian | 001242081 | 10/10/2016 | 21/07/2017 | Ceased |
| MAC MONEY WEALTH MANAGEMENT PTY LTD | 000473169 | 24/02/2015 | 03/05/2017 | Ceased |
| MACLEAN, BRENDEN THOMAS | 000266785 | 21/05/2015 | 04/12/2017 | Ceased |
| MAE, ALEXANDER | 000441062 | 24/06/2013 | 04/11/2017 | Ceased |
| MANSFIELD, OSWALD BRUCE | 000249949 | 01/01/2004 | 04/09/2017 | Ceased |
| MARINO, MICHAEL | 000449722 | 03/12/2013 | 05/01/2017 | Ceased |
| MARTINEZ, JUAN | 000332625 | 08/06/2016 | 11/04/2017 | Ceased |
| MASON, GRAHAM JOHN | 000250757 | 22/06/2012 | 27/10/2017 | Ceased |
| MATICEVIC, NADA | 000242659 | 15/07/2016 | 11/08/2017 | Ceased |
| MAY WEALTH PTY LTD | 001242934 | 10/06/2016 | 10/03/2017 | Ceased |
| MAY, STEVEN ROBERT | 000230145 | 10/06/2016 | 10/03/2017 | Ceased |
| MCBROOM, SIMONE | 000457391 | 22/06/2015 | 28/02/2017 | Ceased |
| MCGREGOR, ELLEN EDITH JANE | 000458398 | 26/05/2014 | 13/01/2017 | Ceased |
| MCKENZIE, KATIE | 000423785 | 26/06/2012 | 14/02/2017 | Ceased |
| MG WEALTH MANAGEMENT PTY LTD | 000456203 | 09/04/2014 | 21/07/2017 | Ceased |
| MIECINSKI, ANDREW JOSEPH | 000296765 | 29/06/2012 | 05/04/2017 | Ceased |
| MILLAR, KERRY ANNE | 000343772 | 29/09/2010 | 19/05/2017 | Ceased |
| MILLER, ROBERT JOHN | 000241901 | 30/05/2011 | 10/05/2017 | Ceased |
| MILLGEM PTY LTD | 000411394 | 15/09/2011 | 20/03/2017 | Ceased |
| MINCHIN, VICTOR WALTER VERNON | 000263209 | 14/10/2011 | 16/03/2017 | Ceased |
| MONEYMEANS FINANCIAL SERVICES PTY LTD | 000446341 | 30/09/2013 | 30/01/2017 | Ceased |
| MONICHINO, DIANNE | 000434331 | 12/02/2013 | 14/02/2017 | Ceased |
| MORTIMORE, RICHARD NICHOLAS | 000250630 | 19/07/2012 | 16/05/2017 | Ceased |
| MOSS, BRYAN MALCOLM | 000312506 | 06/06/2011 | 23/09/2017 | Ceased |
| MOULDEN, BRADLEY GAVIN | 000295616 | 17/06/2014 | 16/11/2017 | Ceased |
| MULHALL, GRAHAM | 000266770 | 30/06/2015 | 19/04/2017 | Ceased |
| Masters, Brad Antony | 001240263 | 05/09/2016 | 21/07/2017 | Ceased |
| NANCARROW, RODNEY | 000470166 | 11/12/2014 | 13/01/2017 | Ceased |
| NANCARROW, WARRICK | 000299650 | 04/12/2012 | 14/02/2017 | Ceased |
| NAYLOR, ALEXANDER WILLIAM | 000445419 | 01/02/2016 | 01/05/2017 | Ceased |
| NEIL AVERY & ASSOCIATES PTY LTD | 000250270 | 05/09/2011 | 08/03/2017 | Ceased |
| NEIL EVANS FINANCIAL SERVICES PTY LTD | 000343738 | 21/05/2015 | 07/09/2017 | Ceased |
| NICOL, MURRAY RAYMOND | 000278355 | 08/08/2011 | 31/08/2017 | Ceased |
| NIHILL, JESSE | 000308496 | 30/09/2013 | 31/01/2017 | Ceased |
| NMJM PTY LTD | 000343731 | 30/06/2015 | 19/04/2017 | Ceased |
| NOVO WEALTH DESIGN PTY LTD | 000448073 | 30/10/2013 | 04/01/2017 | Ceased |
| Netto, Marcus Aaron | 001008923 | 02/06/2015 | 04/11/2017 | Ceased |
| PANDELAKIS, SPIRO | 000239982 | 02/07/2012 | 22/05/2017 | Ceased |
| PANDELAKIS, SPIRO | 000239982 | 23/06/2017 | 28/08/2017 | Ceased |
| PEARCE, PRIZZY | 000466385 | 06/10/2014 | 28/08/2017 | Ceased |
| PENSION TRANSFERS AUSTRALIA PTY LTD | 000345410 | 04/03/2010 | 17/08/2017 | Ceased |
| PERPETUAL BUSINESS SOLUTIONS PTY LTD | 000336431 | 31/03/2015 | 06/12/2017 | Ceased |
| PETIE, JON ANDREW | 000250011 | 01/01/2004 | 31/10/2017 | Ceased |
| PIROTTA, MARIO LINO | 000250331 | 01/08/2012 | 21/03/2017 | Ceased |
| POLA, ANTHONY | 000439410 | 23/05/2013 | 14/02/2017 | Ceased |
| POOLE, ANTHONY | 000441068 | 24/06/2013 | 04/11/2017 | Ceased |
| PROUD, DEBRA | 000451831 | 17/01/2014 | 31/03/2017 | Ceased |
| PUTT, STEVEN | 000271422 | 07/02/2006 | 20/11/2017 | Ceased |
| QUADRIX FINANCIAL PTY LTD | 001237810 | 09/12/2015 | 04/10/2017 | Ceased |
| REAY, SHANE RICHARD | 000462949 | 07/08/2014 | 11/08/2017 | Ceased |
| RED WEALTH PTY LTD | 000447203 | 11/10/2013 | 11/01/2017 | Ceased |
| RETHINK FINANCIAL GROUP PTY LTD | 000428501 | 25/09/2012 | 10/03/2017 | Ceased |
| RETIREMENT DESIGNS PTY LTD | 000366005 | 12/07/2010 | 31/10/2017 | Ceased |
| ROCKS, ANDREW | 000441060 | 24/06/2013 | 04/11/2017 | Ceased |
| ROSE, DANIEL | 000247041 | 01/08/2007 | 30/09/2017 | Ceased |
| ROSE-NEALY, JODI LEA | 000290714 | 01/08/2007 | 30/09/2017 | Ceased |
| SAAYMAN, GUY | 000392246 | 11/08/2015 | 09/02/2017 | Ceased |
| SAUNDERS, CHRISTOPHER JOHN | 000410520 | 14/05/2013 | 16/08/2017 | Ceased |
| SHEEHY, GERARD | 000440775 | 18/06/2013 | 14/02/2017 | Ceased |
| SHIELS, BERNADETTE | 000250807 | 19/07/2004 | 31/03/2017 | Ceased |
| SIMON, ROBIN LEE | 000264721 | 29/08/2012 | 16/02/2017 | Ceased |
| SIRIANNI, STANISLAO | 000458399 | 26/05/2014 | 13/01/2017 | Ceased |
| SMALL, DAVID RONALD | 000250631 | 19/07/2012 | 16/05/2017 | Ceased |
| SMITH, CRAIG | 000320893 | 16/07/2012 | 23/10/2017 | Ceased |
| SMITH, MICHAEL DAVID ALEXANDER | 000300672 | 24/06/2015 | 10/02/2017 | Ceased |
| SONNEVELD, MAARTINA | 000297377 | 19/12/2008 | 01/01/2017 | Ceased |
| SPIRO PANDELAKIS & ASSOCIATES PTY. LTD. | 000337021 | 02/07/2012 | 22/05/2017 | Ceased |
| SPIRO PANDELAKIS & ASSOCIATES PTY. LTD. | 000337021 | 23/06/2017 | 28/08/2017 | Ceased |
| SRIVASTAVA, ANURAG | 000473168 | 24/02/2015 | 03/05/2017 | Ceased |
| STEWART, RANALD CLIVE | 000232743 | 01/11/2010 | 31/07/2017 | Ceased |
| STEWART, ROSS DONALD | 000238664 | 18/05/2012 | 03/08/2017 | Ceased |
| SUREFIN SUPER AND INSURANCES PTY LTD | 001237474 | 27/11/2015 | 04/12/2017 | Ceased |
| Stubbings, Nathanael Russell | 001253876 | 18/04/2017 | 11/08/2017 | Ceased |
| T Q C NOMINEES PTY. LTD. | 000272811 | 23/06/2015 | 07/09/2017 | Ceased |
| TANNOUS, JOSEPHINE | 000301620 | 27/09/2007 | 10/07/2017 | Ceased |
| THE TRUSTEE FOR BRELEE FAMILY TRUST | 000428530 | 25/09/2012 | 19/12/2017 | Ceased |
| THE TRUSTEE FOR E-LIFE COVER UNIT TRUST | 000381923 | 14/06/2012 | 18/01/2017 | Ceased |
| THE TRUSTEE FOR IMERITUS FINANCIAL TRUST | 000334693 | 06/06/2011 | 20/03/2017 | Ceased |
| THE TRUSTEE FOR MACLEAN FAMILY TRUST | 000409778 | 21/05/2015 | 04/12/2017 | Ceased |
| THE TRUSTEE FOR MOSS ENTOURAGE INVESTMENT TRUST | 000405749 | 06/06/2011 | 23/09/2017 | Ceased |
| THE TRUSTEE FOR PARAVEL FAMILY TRUST | 000428630 | 25/09/2012 | 06/12/2017 | Ceased |
| THE TRUSTEE FOR PORTLAND PLANNING TRUST | 000343734 | 23/06/2015 | 07/09/2017 | Ceased |
| THE TRUSTEE FOR QS WODONGA UNIT TRUST | 000434366 | 26/08/2015 | 07/09/2017 | Ceased |
| THE TRUSTEE FOR ROSSLYN PROPERTY & INVESTMENT UNIT TRUST | 000428559 | 25/09/2012 | 03/08/2017 | Ceased |
| THE TRUSTEE FOR THE JJG TRUST | 000428616 | 25/09/2012 | 11/08/2017 | Ceased |
| THE TRUSTEE FOR THE THREE & TWO TRUST | 000428509 | 25/09/2012 | 31/08/2017 | Ceased |
| THE TRUSTEE FOR THE WHITEHORSE TRUST | 000428554 | 25/09/2012 | 30/09/2017 | Ceased |
| TOLSHER, NEIL ROBERT | 000285273 | 26/08/2015 | 07/09/2017 | Ceased |
| TOMS, ERNEST CHARLES | 000267460 | 04/07/2007 | 03/01/2017 | Ceased |
| TRENT CROTHERS FINANCIAL SERVICES PTY LTD | 000343735 | 21/05/2015 | 07/09/2017 | Ceased |
| TRIPLE J FINANCIAL PLANNING SOLUTIONS PTY LTD | 000465933 | 26/09/2014 | 28/07/2017 | Ceased |
| TROST, KATE ELIZABETH | 000465078 | 08/06/2017 | 09/10/2017 | Ceased |
| TSIMOS, MATTHEW | 000464823 | 02/04/2015 | 09/06/2017 | Ceased |
| Tomlinson, Gareth Cecil | 001000830 | 23/03/2015 | 30/06/2017 | Ceased |
| VANDEN BERG, DAVID ALLAN | 000263500 | 24/06/2015 | 16/06/2017 | Ceased |
| VOSS, GARY PETER | 000249953 | 01/01/2004 | 12/05/2017 | Ceased |
| WALKER FINANCIAL SOLUTIONS PTY LTD | 000428506 | 25/09/2012 | 16/10/2017 | Ceased |
| WALKER, RODNEY | 000316082 | 31/07/2007 | 16/10/2017 | Ceased |
| WALTON, RUSSELL WILLIAM | 000250764 | 24/05/2004 | 30/08/2017 | Ceased |
| WAYLAND, GAVIN | 000470165 | 11/12/2014 | 13/01/2017 | Ceased |
| WEALTH EVOLUTION GAWLER PTY LTD | 001236281 | 14/10/2015 | 01/12/2017 | Ceased |
| WELLS, GRANT LYNTON | 000249731 | 01/01/2004 | 31/01/2017 | Ceased |
| WHITE, CAMERON | 000460706 | 26/06/2014 | 07/09/2017 | Ceased |
| WHITWORTH, MARC RAYMOND | 000433748 | 23/06/2015 | 07/09/2017 | Ceased |
| WHITWORTH, RAYMOND | 000266779 | 23/06/2015 | 07/09/2017 | Ceased |
| WICKS, SAMUEL | 000431776 | 06/12/2012 | 06/07/2017 | Ceased |
| WILLIS AUSTRALIA GROUP SERVICES PTY LTD | 000405892 | 05/02/2013 | 28/08/2017 | Ceased |
| WITHY, BRETT EDWARD | 000284455 | 17/11/2005 | 19/12/2017 | Ceased |
| WITHY, LEE ANNE | 000246213 | 15/12/2016 | 19/12/2017 | Ceased |
| WRIGHT, ANDREW | 000241853 | 08/06/2012 | 11/12/2017 | Ceased |
| Weir, James | 001007546 | 25/11/2015 | 31/07/2017 | Ceased |
| YOUNG, BRETT ROBERT | 000419249 | 12/08/2016 | 29/06/2017 | Ceased |
| Yu, Jiean | 001242089 | 27/10/2016 | 26/05/2017 | Ceased |
| ZAHNER, RYAN | 000468400 | 07/11/2014 | 03/02/2017 | Ceased |
| ZUNKER, DESLEY RAE | 000279062 | 29/04/2015 | 11/08/2017 | Ceased |
Where they were authorised next
121 of these 225 were followed by another authorisation elsewhere; 104 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| INFOCUS SECURITIES AUSTRALIA PTY LTD | 13 | 10.7% |
| CAPSTONE FINANCIAL PLANNING PTY LTD | 10 | 8.3% |
| AKUMIN FINANCIAL PLANNING PTY LIMITED | 8 | 6.6% |
| licence 307248 | 7 | 5.8% |
| SYNCHRON ADVICE PTY LTD | 5 | 4.1% |
| FUTURO FINANCIAL SERVICES PTY LTD | 5 | 4.1% |
| licence 401712 | 4 | 3.3% |
| INTEGRO HOLDINGS (WA) PTY LTD | 4 | 3.3% |
| licence 237590 | 4 | 3.3% |
| AP LICENCE PTY LTD | 3 | 2.5% |
| CHARTER FINANCIAL PLANNING LIMITED | 3 | 2.5% |
| licence 237857 | 3 | 2.5% |
| FORTNUM PRIVATE WEALTH LTD | 2 | 1.7% |
| CHOICE FINANCIAL ADVISORS PTY LTD | 2 | 1.7% |
| licence 224645 | 2 | 1.7% |
| licence 331367 | 2 | 1.7% |
| RI ADVICE GROUP PTY LTD | 2 | 1.7% |
| THE COMPLETE PLANNER PTY LTD | 2 | 1.7% |
Other licensees that lost representatives in 2017
- AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 1,049
- BENDIGO AND ADELAIDE BANK LIMITED — 487
- AKUMIN FINANCIAL PLANNING PTY LIMITED — 399
- AUSTRALIAN WARRANTY NETWORK PTY LTD — 242
- COVER-MORE INSURANCE SERVICES PTY. LTD. — 111
- ALLIANZ AUSTRALIA INSURANCE LIMITED — 381
- ARETE RISK & INSURANCE PARTNERS PTY LTD — 179
- COUNT FINANCIAL LIMITED — 177
- COMMUNITY BROKER NETWORK PTY LTD — 187
- PROFESSIONAL INVESTMENT SERVICES PTY LTD — 98
- AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 163
- QBE INSURANCE (AUSTRALIA) LIMITED — 473
- MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 120
- A.C.N. 155 907 681 PTY LTD — 163
CHARTER FINANCIAL PLANNING LIMITED in other years
- 2022 — 132
- 2021 — 150
- 2020 — 250
- 2019 — 198
- 2018 — 161
- 2016 — 357
- 2015 — 167
- 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?
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.