Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2019

198 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2019 — 5.5% of its record, and 1.2% of everything that ended in Australia that year.

198ended in 2019

5.5%share of CHARTER FINANCIA

1.2%share of 2019

146also 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 2019

The 198 that ended in 2019

CHARTER FINANCIAL PLANNING LIMITED, ended 2019, alphabetical
Representative	Number	From	To	Status
44 ADELAIDE ROAD PTY LTD	001237618	02/12/2015	28/06/2019	Ceased
A J & K DELLA PTY LTD	000257456	25/09/2012	16/12/2019	Ceased
A.C.N. 096 925 825 PTY LTD	000290376	31/03/2015	30/06/2019	Ceased
ADKINS, PETER ANDREW	000252752	31/08/2007	09/01/2019	Ceased
AH FINANCIAL SERVICES PTY LIMITED	001259212	23/10/2017	04/12/2019	Ceased
ALIGN FINANCIAL PLANNING PTY LTD	001239918	07/03/2016	24/12/2019	Ceased
AMIOSJ PTY LTD	001237751	07/12/2015	22/07/2019	Ceased
ANTONIOU, VASILIOS TOM	000398633	16/06/2015	21/10/2019	Ceased
ARMILLARY FINANCIAL PLANNING PTY LTD	000428526	25/09/2012	30/09/2019	Ceased
ARMSTRONG, MATTHEW ALBERT	000296051	06/05/2015	15/03/2019	Ceased
Addison, Ryan John	001236067	05/10/2015	25/06/2019	Ceased
B & L FINANCIAL GROUP PTY LTD	000305042	29/08/2006	05/06/2019	Ceased
BARBI, SUZANNE MARIE	000250337	09/07/2012	12/04/2019	Ceased
BATTYE, MATTHEW JEAMES	000250362	06/05/2015	15/03/2019	Ceased
BENTLEY KLEIN & ASSOCIATES PTY LTD	000252235	20/02/2004	16/12/2019	Ceased
BLACKSHAW, KEVIN PATRICK	000323798	27/08/2009	28/06/2019	Ceased
BODEK, NATASHA	000316352	20/09/2017	16/12/2019	Ceased
BOWERMAN INVESTMENTS PTY LTD	000261070	28/06/2013	15/02/2019	Ceased
BOWERMAN, STEPHEN	000250469	10/08/2012	15/02/2019	Ceased
Beatty, Clayton Paul	001260778	19/12/2017	15/11/2019	Ceased
Bentley, Justin Philip	001269108	09/11/2018	13/06/2019	Ceased
Bhatia, Amandeep Singh	001258431	20/09/2017	20/12/2019	Ceased
Brett, MELANIE	000334289	18/08/2017	28/06/2019	Ceased
CAIRNS, BRENDAN	000389730	01/04/2019	21/05/2019	Ceased
CAMBRIDGE PRIVATE WEALTH PTY. LTD.	001237977	15/12/2015	14/02/2019	Ceased
CANION, PATRICK	000250939	01/01/2004	31/01/2019	Ceased
CHARTERWEST HOLDINGS PTY LTD	001006951	07/04/2015	10/05/2019	Ceased
CHONG, JONATHAN	000315354	15/06/2010	05/09/2019	Ceased
CK ADVISORY PTY LTD	000443252	20/05/2015	05/09/2019	Ceased
COLACO, ROMEO JAMES	000295830	09/11/2012	27/03/2019	Ceased
COMPLETE WEALTH PTY LTD	000317333	06/05/2015	15/03/2019	Ceased
CONN, ANDREW	000334883	13/08/2014	12/03/2019	Ceased
COOK, STEPHEN EDWARD CHARLES	000271550	28/10/2011	07/03/2019	Ceased
Cengiz, Kaan	001272148	19/12/2018	20/12/2019	Ceased
Croke, Joseph Dominic Patrick	001004904	26/04/2017	21/08/2019	Ceased
DAVIS, JOEL IAN	000467480	16/10/2015	14/05/2019	Ceased
DAVISON, CRAIG ANDREW	000411279	20/05/2015	05/09/2019	Ceased
DELLA, ALAN JOHN	000250406	01/05/2012	16/12/2019	Ceased
DEUTSCHER, DANIELLE	000449706	03/12/2013	21/06/2019	Ceased
DEZOTTI, BIANCA CAITLYN	000442150	23/07/2018	10/01/2019	Ceased
DIX, LEANNE JANE	000419140	24/07/2019	18/10/2019	Ceased
DODWELL, JAMIE	000250647	31/05/2012	26/08/2019	Ceased
DUNN, ALLAN	000309407	07/12/2015	22/07/2019	Ceased
Delmoro, Tegan Rose	001269098	09/11/2018	22/01/2019	Ceased
EDMONDSTON, ANTHONY PAUL	000416967	20/05/2015	17/07/2019	Ceased
ELLISON, JOSHUA	000466202	21/11/2016	23/07/2019	Ceased
FARLEY, DARREN RICHARD COLES	000334251	05/06/2014	14/05/2019	Ceased
FARROW, MICHAEL CHARLES	000239399	29/05/2015	31/12/2019	Ceased
FINMARK PRIVATE WEALTH PTY LIMITED	001240518	30/03/2016	09/09/2019	Ceased
FISHER, SHANE	000305616	14/09/2006	20/01/2019	Ceased
FLACK, GEORGE	000264735	24/06/2011	13/12/2019	Ceased
FLETCHER, JOEL DANIEL	000341720	22/07/2019	03/10/2019	Ceased
FLP INVESTMENT AND INSURANCE SERVICES PTY LTD	000326752	17/05/2012	16/12/2019	Ceased
FORBES GRAINGER FINANCIAL PTY LTD	001234627	19/08/2015	16/09/2019	Ceased
FORRESTER, PATRICK MICHAEL	000351433	10/04/2015	02/07/2019	Ceased
FRENCH & LOWDEN ASSOCIATES PTY LTD	000428570	25/09/2012	21/08/2019	Ceased
FRENCH, DAVID IAN	000337036	21/06/2012	21/08/2019	Ceased
FRENCH, SUZIE	000439807	30/05/2013	10/05/2019	Ceased
FULLARTON 55 PTY LTD	000435520	06/03/2013	20/12/2019	Ceased
French, Sarah Louise	001254210	01/05/2017	21/08/2019	Ceased
Furness, Cameron	001270667	10/12/2018	01/07/2019	Ceased
GARWE, WEDZERAI	000468663	29/03/2018	10/05/2019	Ceased
GENESYS KEW PTY LTD	000416633	20/05/2015	17/07/2019	Ceased
GH FINANCIAL PLANNERS PTY LTD	000428574	25/09/2012	17/10/2019	Ceased
GOH, ANDREW	000423603	22/06/2012	16/12/2019	Ceased
GRADY, MARK ANDREW	000396835	30/03/2016	09/09/2019	Ceased
GROW & PROTECT FINANCIAL SOLUTIONS PTY. LTD.	000470517	18/12/2014	18/12/2019	Ceased
GULASEKHARAM, ROHAN	000250050	01/01/2004	16/12/2019	Ceased
Grainger, Andrew	001003259	19/08/2015	16/09/2019	Ceased
HALIKIOTIS, GEORGE	000309400	16/05/2007	07/11/2019	Ceased
HALL, STEVEN	000334268	06/02/2009	31/07/2019	Ceased
HARRISON, JAMES ANDREW	001006215	08/05/2017	05/03/2019	Ceased
HAYES, DAVID	000306540	12/08/2016	21/08/2019	Ceased
HERN, MATTHEW JAMES	000238821	18/12/2012	30/08/2019	Ceased
HLBMJ INVESTMENTS (SA) PTY LTD	000250271	13/06/2012	08/05/2019	Ceased
HODGKINSON, STEPHEN RANALD	000252543	07/04/2015	10/05/2019	Ceased
HUYNH, SHARON	000343257	18/08/2016	01/02/2019	Ceased
Harrison, Tyron Michael	001257340	14/08/2017	28/06/2019	Ceased
Hill, Mathew Jason	001007188	10/04/2015	08/02/2019	Ceased
House, Benjamin Edmund	001261624	01/02/2018	11/01/2019	Ceased
INFINITI WEALTH PORTFOLIOS PTY LTD	001257568	18/08/2017	28/06/2019	Ceased
INTEGRATED WEALTH PLANNING PTY LTD	000428584	25/09/2012	14/06/2019	Ceased
IRONBARK STRATEGIC FINANCIAL PLANNING PTY LTD	000472495	11/02/2015	07/06/2019	Ceased
J.J. MCNICHOLAS FINANCIAL SERVICES PTY. LTD.	000270587	25/09/2012	31/10/2019	Ceased
J.R. MCCUTCHEON & ASSOCIATES PTY LTD	000429005	20/05/2015	31/01/2019	Ceased
JAMES, RAY	000250942	01/01/2004	20/11/2019	Ceased
JC FINANCE AND ADVICE PTY LTD	001254076	26/04/2017	21/08/2019	Ceased
JEPPESEN, DANNIE	000466727	10/10/2014	12/04/2019	Ceased
JURY, ANTHONY	000285732	16/01/2017	24/06/2019	Ceased
Jacobs, Charissa-Lo	001265671	04/07/2018	22/02/2019	Ceased
KLEIN, BENTLEY ROSS	000250610	20/02/2004	16/12/2019	Ceased
Kennedy, Michele Leigh	001270779	11/12/2018	27/05/2019	Ceased
Kerin, Joel Michael	001256829	26/07/2017	28/06/2019	Ceased
Kerr, Samuel George Winston	001272840	21/12/2018	05/06/2019	Ceased
Khan, Muhammad Furqan	001256473	27/02/2018	04/10/2019	Ceased
King, Brian Andrew Alfred	001270220	04/12/2018	11/10/2019	Ceased
LA STARZA, CARMELA LUISA	000306332	10/04/2015	02/07/2019	Ceased
LA-SPINA, DARREN DOMENIC	001003837	30/05/2019	02/09/2019	Ceased
LEAKE, TERESA JANE	000250049	01/01/2004	16/12/2019	Ceased
LETHBRIDGE, JOHN	000422067	21/05/2012	01/12/2019	Ceased
LEWIS, JARROD JAMES	000249795	01/01/2004	19/03/2019	Ceased
LIKHI, KAVI	001003852	04/04/2017	04/12/2019	Ceased
LORD, CHRISTOPHER	000280463	21/09/2004	14/06/2019	Ceased
LOWDEN, RALPH	000363883	21/06/2012	21/08/2019	Ceased
LYON, SANDRA	000255998	22/05/2006	10/05/2019	Ceased
Langton, Alicia	001252002	15/02/2017	21/06/2019	Ceased
Lee, Kevin Jin Fai	001258073	01/08/2018	15/04/2019	Ceased
Lopes, Daniel	001258378	19/09/2017	09/12/2019	Ceased
MACDOUGALL, ANDREW IAN	000273573	14/12/2018	19/02/2019	Ceased
MAILER FINANCIAL PLANNING PTY LTD	001007535	21/04/2015	20/08/2019	Ceased
MAILER, STEWART ALEXANDER	000473489	27/02/2015	20/08/2019	Ceased
MANDERS, KERYN LEE	000315688	24/07/2007	26/08/2019	Ceased
MANN, PAUL STEFAN	000276270	20/11/2017	07/01/2019	Ceased
MANOLAKAKIS, JASON ZEUS	001003825	07/03/2016	24/12/2019	Ceased
MARK BARLING & ASSOCIATES PTY. LIMITED	000428520	25/09/2012	19/08/2019	Ceased
MASSEY FINANCIAL ADVICE PTY LTD	001249113	26/10/2016	25/08/2019	Ceased
MASSEY, ADAM CLARENCE	000276723	26/10/2016	25/08/2019	Ceased
MATTHEW, DARREN RANDALL	000250760	13/06/2012	08/05/2019	Ceased
MAYBERRY, KELLY	000423680	25/06/2012	16/12/2019	Ceased
MCCUTCHEON, JOHN RODERICK	000260391	20/05/2015	31/01/2019	Ceased
MCDONALD, BENJAMIN GERARD	000299430	11/02/2015	07/06/2019	Ceased
MCELVENNY, TARQUIN	000339036	13/07/2009	25/03/2019	Ceased
MCNICHOLAS, JOHN	000270588	03/07/2012	31/10/2019	Ceased
MEHRA, DEEPAK	000457877	15/05/2014	05/12/2019	Ceased
MEI, Pasquale	000250585	25/05/2012	18/12/2019	Ceased
MFG HOLDINGS PTY LTD	001263678	01/05/2018	17/10/2019	Ceased
MICKAN, TROY CHRISTOPHER	000332643	01/12/2008	17/10/2019	Ceased
Malik, Ankur Kumar	001269858	28/11/2018	16/09/2019	Ceased
McGuire, Sandra Joy	001240872	08/04/2016	12/07/2019	Ceased
NASH, BRENNAN	000435223	05/08/2013	20/12/2019	Ceased
NAVARRO, CATHERINE	000239459	20/11/2017	07/01/2019	Ceased
NEWMAN, BENJAMIN JOHN REES	000469636	27/06/2017	21/06/2019	Ceased
Nelson, Malia	001268864	01/11/2018	19/12/2019	Ceased
Nguyen, Ngoc Bao Tram	001267970	02/10/2018	19/12/2019	Ceased
O'BRIEN, MICHAEL JOHN	000250615	18/06/2008	20/11/2019	Ceased
ORR, CAMERON	000339389	19/12/2018	31/01/2019	Ceased
PASTORS, JOHN	000255456	29/03/2011	01/01/2019	Ceased
PAT MEI FINANCIAL SERVICES PTY LTD	000257437	25/09/2012	18/12/2019	Ceased
PIDCOCK, DAVID HUGH	000250377	18/02/2004	20/01/2019	Ceased
PONDER, GARRY ROBERT	000299917	06/05/2015	15/03/2019	Ceased
PRATT, GRANT WALTER	000409869	06/05/2015	15/03/2019	Ceased
PROSPERITY FINANCIAL PLANNING PTY LTD	000434805	21/02/2013	12/07/2019	Ceased
Palapathwala, Thaveesh Ranjeeva	001260572	17/09/2018	17/12/2019	Ceased
Parekh, Vviral	001000072	12/03/2015	24/12/2019	Ceased
Phillips, Katrina Lea	001271454	17/12/2018	22/03/2019	Ceased
RANSLEY, DENNIS JOHN	000250808	12/07/2010	30/06/2019	Ceased
RATTENBURY, BARRY EDWARD	000249954	01/01/2004	05/06/2019	Ceased
READ, ROSS ANTHONY	000264457	16/10/2015	14/05/2019	Ceased
REDBOND, STEPHEN	000250013	01/01/2004	29/03/2019	Ceased
REDMOND, JOHN WILLIAM	000306363	21/02/2013	12/07/2019	Ceased
REDNOP PTY LTD	000299918	06/05/2015	15/03/2019	Ceased
RISKE, LEE HENDRICK	000271460	28/10/2011	19/07/2019	Ceased
ROPER, VINCENT KENNETH	000249825	01/01/2004	13/12/2019	Ceased
SALINGER, PATRICK	000283288	06/05/2015	13/05/2019	Ceased
SEED FINANCIAL GROUP PTY LTD	001009406	16/06/2015	21/10/2019	Ceased
SELLAR, ELIZABETH	000236746	18/12/2012	22/08/2019	Ceased
SHEN, LAUREN	000305773	17/05/2012	16/12/2019	Ceased
SMARTER FINANCIAL PTY LTD	000413167	28/10/2011	19/07/2019	Ceased
SOPHO PRIVATE CLIENTS PTY LIMITED	000313292	16/05/2007	07/11/2019	Ceased
SPINELLI, PAUL	000250567	01/06/2012	30/12/2019	Ceased
STAPLEY, ASHLEY	000309388	02/09/2015	19/07/2019	Ceased
STRATAGEM WEALTH MANAGEMENT PTY. LTD.	001253479	04/04/2017	04/12/2019	Ceased
SUCCESSION & PROTECTION PLANNING SPECIALISTS PTY LTD	000386748	03/07/2012	21/06/2019	Ceased
SUMMERS, JULIAN ANDREW	000221931	07/08/2006	31/01/2019	Ceased
SUPERCHOICE FINANCIAL PLANNING PTY. LTD.	000457878	15/05/2014	05/12/2019	Ceased
SUTCLIFFE FINANCIAL SERVICES PTY LTD	000306981	25/10/2006	11/12/2019	Ceased
SUTCLIFFE, RALPH TERRANCE	000250496	24/10/2006	11/12/2019	Ceased
SYMONS, ROBERT GEOFFREY	000246171	03/12/2012	20/12/2019	Ceased
Smith, Katerina	001004353	26/04/2018	16/06/2019	Ceased
Sullivan, Ryan Matthew	001270566	07/12/2018	16/09/2019	Ceased
TANG, JAMES	001006468	14/06/2017	04/11/2019	Ceased
TATARINOFF, ANDREW NICOLAS	000263805	28/09/2012	04/12/2019	Ceased
TATE, CHRISTOPHER JAMES	000350929	20/04/2010	29/03/2019	Ceased
TEAGUE, DAVID MICHAEL	000312310	16/10/2013	20/12/2019	Ceased
THE TRUSTEE FOR R. D. T. INVESTMENTS	000430540	07/11/2012	20/12/2019	Ceased
THE TRUSTEE FOR THE CONN FAMILY TRUST	000463213	13/08/2014	12/03/2019	Ceased
THOMAS, DARREN JOHN	000249938	01/01/2004	17/10/2019	Ceased
TRAHAIR, STEPHEN JOHN	000249612	07/03/2016	04/12/2019	Ceased
TRUE DIRECTION FINANCIAL PTY LTD	001259971	20/11/2017	07/01/2019	Ceased
TSIVICOS, ANDREW	000297855	18/12/2014	18/12/2019	Ceased
Thomas, Alison Mary	001271497	17/12/2018	16/12/2019	Ceased
VIVA ASSIST PTY LTD	000439806	30/05/2013	10/05/2019	Ceased
VanDort, Natalie Jade	001270303	05/12/2018	16/09/2019	Ceased
Venditti, Remo Claudio Armando	001254606	30/10/2017	01/07/2019	Ceased
WALKER WAYLAND (NSW) FINANCIAL SERVICES PTY LIMITED	000258381	25/09/2012	09/01/2019	Ceased
WALKER, ANTHONY JOHN	000227568	15/12/2015	14/02/2019	Ceased
WALL, ROBERT GERARD MICHAEL	000250348	18/08/2004	29/03/2019	Ceased
WATTS, RODNEY	000433946	04/02/2013	31/12/2019	Ceased
WEALTH CONNECTED FINANCIAL SOLUTIONS PTY LTD	001000073	12/03/2015	24/12/2019	Ceased
WEALTH REHAB PTY LTD	001008441	20/05/2015	17/07/2019	Ceased
WISEMAN, CRAIG ANTHONY	000316121	09/07/2018	07/01/2019	Ceased
WORTHINGTON, JOHN	000232746	01/11/2010	26/09/2019	Ceased
WORTMEYER, TREVOR	000310776	10/05/2018	09/12/2019	Ceased
WRATTEN, PAUL ANTHONY	001242074	25/10/2016	16/01/2019	Ceased
WRIGHT, GEORGE FRANCIS LAPERE	000250370	13/06/2012	08/05/2019	Ceased
Watapuluwa, Yenuk	001256684	05/12/2018	16/12/2019	Ceased
ZECCOLA, JUN	000233403	03/07/2012	21/06/2019	Ceased
ZHANG, PATRICK	000298458	17/05/2012	16/12/2019	Ceased

Where they were authorised next

104 of these 198 were followed by another authorisation elsewhere; 94 were the last on that record.

Authorised next by	Authorisations	Share
FMD ADVISORY SERVICES PTY LTD	8	7.7%
INFOCUS SECURITIES AUSTRALIA PTY LTD	8	7.7%
LIFESPAN FINANCIAL PLANNING PTY LTD	5	4.8%
AKUMIN FINANCIAL PLANNING PTY LIMITED	4	3.8%
licence 246934	4	3.8%
CAPSTONE FINANCIAL PLANNING PTY LTD	4	3.8%
CHARTER FINANCIAL PLANNING LIMITED	4	3.8%
licence 230692	3	2.9%
COMMUNITY BROKER NETWORK PTY LTD	3	2.9%
licence 237857	3	2.9%
AMALGAMATED FINANCIAL SERVICES PTY LTD	3	2.9%
GPS WEALTH LTD	3	2.9%
NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD	3	2.9%
licence 234664	2	1.9%
FORBES GRAINGER FINANCIAL SERVICES PTY LTD	2	1.9%
FUTURO FINANCIAL SERVICES PTY LTD	2	1.9%
AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD	2	1.9%
ALLIANCE WEALTH PTY LTD	2	1.9%

Other licensees that lost representatives in 2019

AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 2,352
BENDIGO AND ADELAIDE BANK LIMITED — 480
AWP AUSTRALIA PTY LTD — 197
AKUMIN FINANCIAL PLANNING PTY LIMITED — 374
AUSTRALIAN WARRANTY NETWORK PTY LTD — 276
COVER-MORE INSURANCE SERVICES PTY. LTD. — 100
ALLIANZ AUSTRALIA INSURANCE LIMITED — 116
ARETE RISK & INSURANCE PARTNERS PTY LTD — 190
COUNT FINANCIAL LIMITED — 190
COMMUNITY BROKER NETWORK PTY LTD — 160
PROFESSIONAL INVESTMENT SERVICES PTY LTD — 93
QBE INSURANCE (AUSTRALIA) LIMITED — 133
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 95
A.C.N. 155 907 681 PTY LTD — 309

CHARTER FINANCIAL PLANNING LIMITED in other years

2022 — 132
2021 — 150
2020 — 250
2018 — 161
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?

198 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.