Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2018

161 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2018 — 4.5% of its record, and 1.2% of everything that ended in Australia that year.

161ended in 2018

4.5%share of CHARTER FINANCIA

1.2%share of 2018

117also 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 2018

The 161 that ended in 2018

CHARTER FINANCIAL PLANNING LIMITED, ended 2018, alphabetical
Representative	Number	From	To	Status
A.C.N. 099 995 187 PTY LTD.	000323060	11/03/2008	27/09/2018	Ceased
ADVICE SYSTEMS PTY LTD & PRATT FT PTY LTD	000448727	06/05/2015	21/09/2018	Ceased
ALMAX FINANCIAL SERVICES PTY LTD	001237319	20/11/2015	03/02/2018	Ceased
ARENDSEN, HENDRIK ANTHONY	000326044	29/04/2015	04/04/2018	Ceased
ARGENTIS FINANCIAL SERVICES PTY LTD	000326728	17/06/2008	17/09/2018	Ceased
ARNOLD, BYRON ERIC	000249877	01/01/2004	09/03/2018	Ceased
ASPIRATIONS WEALTH GROUP PTY LTD	000240481	29/04/2015	04/04/2018	Ceased
AUXILLIUM FINANCIAL SERVICES PTY LTD	000464483	03/09/2014	03/12/2018	Ceased
Ackland, Ross	001238063	17/12/2015	20/12/2018	Ceased
Agresta, Dean Anthony	001008472	25/07/2017	23/07/2018	Ceased
BALL, GERARD ANDREW	000244648	03/11/2014	26/09/2018	Ceased
BANGIT, EMILIO	000417063	02/02/2012	23/07/2018	Ceased
BARKER, MICHAEL CHARLES	000239334	29/04/2015	04/04/2018	Ceased
BASSETT, DEAN	000384782	06/12/2017	10/07/2018	Ceased
BAUM, TREVOR JOHN	000249756	27/02/2013	17/12/2018	Ceased
BEARD, GLENN ANTHONY	000309411	16/11/2016	31/03/2018	Ceased
BOVA, MICHAEL COLIN	000341338	28/09/2009	16/01/2018	Ceased
BOWER, NINA IRMA	001004179	24/11/2016	29/11/2018	Ceased
BRADLEY, JEFFREY	000250625	02/07/2012	21/05/2018	Ceased
BRAT INVEST PTY LTD	000450936	09/05/2016	04/04/2018	Ceased
BROKER HQ PTY LTD	001247952	20/09/2016	04/07/2018	Ceased
BRYCE, LAURELLE	000466317	28/11/2017	03/08/2018	Ceased
BUTSON, GRAHAM	000267745	03/03/2004	11/05/2018	Ceased
CASEY, JOHN CLYDE	000250790	28/09/2012	26/04/2018	Ceased
CAUSER, MARK DAVID	000334692	22/07/2015	14/12/2018	Ceased
CHEN, ZUAN	000382414	01/04/2016	28/11/2018	Ceased
CHF & A PTY LTD	001236881	04/11/2015	19/11/2018	Ceased
CLARK, OWEN WILFRED	000268719	24/02/2012	16/05/2018	Ceased
CLYNES, JUSTIN BRUCE	000415637	31/03/2015	08/06/2018	Ceased
COMPLETE FINANCIAL GROUP PTY LTD	000431941	11/12/2012	22/10/2018	Ceased
CORK, MARYLOU	000422726	20/10/2016	14/05/2018	Ceased
CROKE, TIMOTHY GABRIEL	000327480	04/11/2015	19/11/2018	Ceased
CROWE INSURANCE BROKERS PTY LTD	000428546	25/09/2012	09/11/2018	Ceased
CROWE, MARK SIMON	000342018	08/08/2012	09/11/2018	Ceased
CROWE, PETER JOHN	000278055	09/10/2014	27/09/2018	Ceased
Campbell, Lachlan John	001258222	12/09/2017	27/07/2018	Ceased
Cull, Megan Margaret	001254570	23/10/2017	22/01/2018	Ceased
DASS, ANTHONY	000303141	15/11/2017	25/02/2018	Ceased
DAWES, TROY RAYMOND	000315808	04/04/2016	09/03/2018	Ceased
DE CICCO, LAURA	000465573	19/09/2014	09/04/2018	Ceased
DE LANGE, MARIUS	000457030	29/04/2014	19/09/2018	Ceased
DE WOLF, ROY	000447655	22/10/2013	16/07/2018	Ceased
DEAN AGRESTA PTY. LTD.	001256789	25/07/2017	23/07/2018	Ceased
Darby, Thomas James	001252939	18/10/2017	05/12/2018	Ceased
Davison, Juliet Jayne	001246458	12/08/2016	16/02/2018	Ceased
DiMatteo, Andre	001242595	01/06/2016	02/11/2018	Ceased
Dickinson, Mark John	001002324	20/10/2017	15/06/2018	Ceased
E & K KRALIKAS PTY LTD	000298246	15/02/2006	31/10/2018	Ceased
ELLIS, ROBERT JOHN	000249970	01/01/2004	07/02/2018	Ceased
EMILIO BANGIT PTY LTD	001007274	13/04/2015	23/07/2018	Ceased
FAGG, JASON DAVID	000319780	28/11/2012	26/10/2018	Ceased
FINANCIAL KEYS PTY LTD	000411141	22/07/2015	14/12/2018	Ceased
FINNEGAN, JOHN FELIX	000250523	24/07/2015	14/06/2018	Ceased
FLANIGAN, JOHN ANDREW	000250545	01/06/2012	27/11/2018	Ceased
FLYNN, ROBERT	000468399	07/11/2014	03/08/2018	Ceased
FOLEY, LAWRENCE PATRICK	000250450	20/08/2012	30/09/2018	Ceased
FULLER, DAVID JOHN	000250755	03/09/2012	18/05/2018	Ceased
FUX, PASCAL	000465177	10/01/2017	30/10/2018	Ceased
Ferguson, Mairi	001236058	05/10/2015	14/09/2018	Ceased
Fernandez, Raphael Jude	001247873	16/09/2016	30/06/2018	Ceased
GALLAGHER, BRENDAN EDWARD	000411143	22/07/2015	14/12/2018	Ceased
GEORGIOU, DENNIS	000231414	01/01/2004	30/11/2018	Ceased
GILES, STEPHEN	000280964	09/05/2016	04/04/2018	Ceased
GLENELG FINANCIAL SERVICES PTY. LTD.	000466786	13/10/2014	09/04/2018	Ceased
GOLLEDGE, ANDREW HOWARD	000319159	29/02/2016	25/06/2018	Ceased
GRAHAM, BEN	000314510	30/11/2016	09/02/2018	Ceased
GRECH, JOSEPH	000249964	01/01/2004	16/05/2018	Ceased
GULLI, MICHAEL ANTHONY	000249909	01/01/2004	21/12/2018	Ceased
GUNGAHLIN FINANCIAL ADVISORS PTY LIMITED	000340646	03/09/2009	26/03/2018	Ceased
HATTON, NEVILLE	000250464	31/01/2005	31/08/2018	Ceased
HAWKINS, MAUREEN MAE	000238514	05/10/2011	12/05/2018	Ceased
HEFFERNAN, MALCOLM	000256638	05/12/2012	05/11/2018	Ceased
HENRY, MARK	000461997	21/07/2014	08/01/2018	Ceased
HOPKINS, BENJAMIN	000248524	03/08/2017	24/01/2018	Ceased
HOPKINS, STEPHEN JOHN	000249996	01/01/2004	31/07/2018	Ceased
HUDSON ADVISORY GROUP PTY. LTD.	000321509	25/09/2012	18/06/2018	Ceased
HUNTER, KIM ALLAN	000237790	04/09/2015	01/07/2018	Ceased
Haselum, Timothy	001233098	02/07/2015	06/04/2018	Ceased
ICONIC FINANCIAL PLANNING PTY LTD	000428507	25/09/2012	23/05/2018	Ceased
INFINITY CAPITAL FINANCIAL PLANNING PROPRIETARY LIMITED	001240628	01/04/2016	28/11/2018	Ceased
INSURANCE QUOTES PTY LTD	000338548	03/07/2009	26/11/2018	Ceased
ISAAC, MARK CHARLES	000250491	29/06/2012	16/04/2018	Ceased
JEFF BRADLEY PTY. LTD.	000428593	25/09/2012	21/05/2018	Ceased
JEFFERIES, JOHN	000422295	25/05/2012	04/06/2018	Ceased
JINSE PTY LIMITED	001261690	05/02/2018	24/05/2018	Ceased
Jochum, Rianna Dell	001261927	14/02/2018	14/12/2018	Ceased
K C S AGENCIES PTY. LTD.	000250285	28/11/2012	26/04/2018	Ceased
KANONIUK, RHIANNON	000443520	08/08/2013	12/05/2018	Ceased
KELLY, JOHN ALEXANDER	000417383	26/09/2018	06/12/2018	Ceased
KONG, DAVID HOCK WAH	000250561	29/06/2012	24/05/2018	Ceased
KRALIKAS, EDMUND	000276324	19/05/2004	31/10/2018	Ceased
LATTO, DOUGLAS	000242934	12/08/2016	21/12/2018	Ceased
LF & ASSOCIATES PTY LTD	000257473	25/09/2012	27/11/2018	Ceased
LIDDELL, DAMIAN Thomas	000335334	20/07/2012	13/04/2018	Ceased
LIDESTRI, NATALINO	000456875	24/04/2014	03/05/2018	Ceased
LIFETIME WEALTH CREATION PTY LTD	001240673	04/04/2016	09/03/2018	Ceased
LINDSELL, KELLY LEE	000241840	01/08/2014	21/07/2018	Ceased
LUFF, MAUREEN CECELIA	000250678	25/06/2012	07/05/2018	Ceased
Lee, Joshua	001257945	27/10/2017	24/08/2018	Ceased
Loane, Jee-Yeon	001245069	28/07/2017	29/06/2018	Ceased
MAJMAN, ROBERT SOLOMON	000304031	21/12/2017	15/07/2018	Ceased
MALLINSON, IAN	000424450	01/08/2017	06/11/2018	Ceased
MASTERS, ZACHARY	000472125	04/02/2015	12/05/2018	Ceased
MCALEER, ANTHONY	000284693	20/04/2015	16/02/2018	Ceased
MERCURIO, FRANK	000407427	21/05/2013	06/02/2018	Ceased
MERIDEON PTY LTD	000428619	25/09/2012	25/02/2018	Ceased
MINAGE PTY LTD	001000109	04/03/2015	23/11/2018	Ceased
MITCHELL, KERRY-ANNE	000429715	24/01/2014	29/11/2018	Ceased
MORRIS, JONATHAN MICHAEL	000341383	29/09/2009	27/09/2018	Ceased
MUIR, ALAN DAVID	000250769	31/07/2012	14/12/2018	Ceased
Martin, Steven James	001251188	16/01/2017	19/02/2018	Ceased
McNee, Michael James	001252920	16/10/2017	03/05/2018	Ceased
Middleton, Melinda Catherine	001263469	20/04/2018	13/06/2018	Ceased
Mina, Gloria	001000108	04/03/2015	23/11/2018	Ceased
NGUYEN, TRONG NHAN	000471897	21/08/2015	10/10/2018	Ceased
NICE, CLINT	000450231	18/05/2016	01/06/2018	Ceased
Neale, Megan Kate	001003466	17/02/2017	05/10/2018	Ceased
PARKER, ANDRE JAMES	000294952	03/05/2011	31/08/2018	Ceased
PEKADA GROUP PTY LTD	000235514	05/10/2011	12/05/2018	Ceased
PENNICOTT, PETER	000438998	15/05/2013	12/05/2018	Ceased
PIKE, STEVE	000223023	25/07/2011	27/08/2018	Ceased
POPOV, MARSEL	000402824	15/05/2012	16/03/2018	Ceased
PRINCIPAL WEALTH GROUP PTY LIMITED	000414357	31/03/2015	08/06/2018	Ceased
QUEST FINANCIAL SERVICES PTY LTD	000435539	31/03/2015	08/06/2018	Ceased
RABOT, DANE	000274407	04/08/2008	22/10/2018	Ceased
RATTENBURY, JEFFREY	000289002	16/12/2015	04/05/2018	Ceased
RATTIGAN, MARK	000339572	28/06/2012	25/02/2018	Ceased
RICHARDS, BENJAMIN CARLTON	000414356	31/03/2015	08/06/2018	Ceased
SCIFO, TRISTAN	000458340	23/05/2014	31/01/2018	Ceased
SJP FINANCIAL ADVICE PTY LTD	001246039	03/08/2016	27/08/2018	Ceased
SLACK, ALAN CHARLES	000249730	18/12/2008	07/09/2018	Ceased
SMART LIFE ADVISERS PTY LTD	001248931	20/10/2016	30/10/2018	Ceased
SPENCER, KEVIN WAYNE	000250492	29/06/2012	16/04/2018	Ceased
SPENCER, NEVILLE GRAHAM	000250490	29/06/2012	16/04/2018	Ceased
STUART, ANGUS	000450828	27/12/2013	16/05/2018	Ceased
SUPER WEALTH ADVISORS PTY LTD	000281443	19/10/2004	27/02/2018	Ceased
Samuel, Sabena	001023933	18/06/2015	16/02/2018	Ceased
Saracik, Michael	001261262	17/01/2018	27/09/2018	Ceased
Shelton, John Francis	001247595	10/03/2017	30/04/2018	Ceased
Silva, Luis German	001239951	15/03/2018	31/05/2018	Ceased
THE FAMILY WEALTH ADVISORY GROUP PTY LTD	000341339	28/09/2009	16/01/2018	Ceased
THE TRUSTEE FOR AURORA TRUST	000402127	24/03/2011	21/03/2018	Ceased
THE TRUSTEE FOR HENRY FAMILY TRUST	000461998	21/07/2014	08/01/2018	Ceased
THE TRUSTEE FOR HRC	000431438	28/11/2012	26/10/2018	Ceased
THE TRUSTEE FOR PEKADA UNIT TRUST	000443518	08/08/2013	12/05/2018	Ceased
THE TRUSTEE FOR THE HEFFERNAN FAMILY TRUST	000431655	03/12/2012	05/11/2018	Ceased
THE TRUSTEE FOR THE MILLBANK TRUST	000332168	14/11/2008	08/06/2018	Ceased
THE WEALTH CLINIC PTY LTD	001234682	21/08/2015	10/10/2018	Ceased
TURTON, CLAIRE ELIZABETH	000282458	02/12/2015	23/03/2018	Ceased
TZIKAS, ANASTASIOS	000466721	10/10/2014	03/02/2018	Ceased
Tripodi, Antonino	001007354	11/11/2015	01/08/2018	Ceased
VIRANDA PTY LTD	000460095	18/06/2014	06/02/2018	Ceased
VON STIEGLITZ, PAUL WILLIAM	000250412	30/05/2012	31/12/2018	Ceased
WHARTON-STREET, SHARRON	000281053	20/03/2013	27/09/2018	Ceased
WILLIAMS, BRETT	000422433	29/05/2012	19/07/2018	Ceased
WILLIAMSON, JAMES FREDERICK	000293966	14/11/2008	08/06/2018	Ceased
WILTON, DONNA	000464482	03/09/2014	03/12/2018	Ceased
WOOD, MICHAEL KEITH	000321931	09/02/2010	18/06/2018	Ceased
WORTMEYER, TREVOR	000310776	27/02/2007	09/04/2018	Ceased
Whiteford, Christopher James	000327768	24/03/2011	21/03/2018	Ceased
ZAMANSANI, ARASH	000454427	04/03/2014	27/08/2018	Ceased

Where they were authorised next

84 of these 161 were followed by another authorisation elsewhere; 77 were the last on that record.

Authorised next by	Authorisations	Share
AKUMIN FINANCIAL PLANNING PTY LIMITED	6	7.1%
licence 237857	5	6.0%
FITZPATRICKS PRIVATE WEALTH PTY LTD	5	6.0%
RI ADVICE GROUP PTY LTD	4	4.8%
FINANCIAL KEYS ADVICE PTY LTD	3	3.6%
licence 231138	3	3.6%
ASPIRATIONS PRIVATE WEALTH PTY LTD	3	3.6%
INFOCUS SECURITIES AUSTRALIA PTY LTD	3	3.6%
AUSTRALIAN EXECUTOR TRUSTEES LIMITED	3	3.6%
COMMUNITAS WEALTH PTY LTD	3	3.6%
SYNCHRON ADVICE PTY LTD	2	2.4%
CHARTER FINANCIAL PLANNING LIMITED	2	2.4%
FORTNUM PRIVATE WEALTH LTD	2	2.4%
HAVANA FINANCIAL SERVICES PTY LTD	2	2.4%
licence 233180	2	2.4%
WEALTHAVEN PTY LTD	2	2.4%
PROFESSIONAL INVESTMENT SERVICES PTY LTD	1	1.2%
ALPHA INVESTMENT MANAGEMENT PTY LTD	1	1.2%

Other licensees that lost representatives in 2018

AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 1,168
BENDIGO AND ADELAIDE BANK LIMITED — 516
AWP AUSTRALIA PTY LTD — 271
AKUMIN FINANCIAL PLANNING PTY LIMITED — 345
AUSTRALIAN WARRANTY NETWORK PTY LTD — 158
ALLIANZ AUSTRALIA INSURANCE LIMITED — 306
ARETE RISK & INSURANCE PARTNERS PTY LTD — 220
COUNT FINANCIAL LIMITED — 212
COMMUNITY BROKER NETWORK PTY LTD — 116
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 186
QBE INSURANCE (AUSTRALIA) LIMITED — 133
AIA FINANCIAL SERVICES PTY LIMITED — 104
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 97
A.C.N. 155 907 681 PTY LTD — 201

CHARTER FINANCIAL PLANNING LIMITED in other years

2022 — 132
2021 — 150
2020 — 250
2019 — 198
2017 — 225
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?

161 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.