# Representatives who left CHARTER FINANCIAL PLANNING LIMITED in 2020 — afs-rep

> 250 authorisations by CHARTER FINANCIAL PLANNING LIMITED ended during 2020.

## Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2020

250 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2020 — 7.0% of its record, and 1.5% 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](/complain.md).

[All 3,596 authorisations by CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) · [Everything that ended in 2020](/ceased/2020.md)

### The 250 that ended in 2020

*CHARTER FINANCIAL PLANNING LIMITED, ended 2020, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 1ST WEALTH SERVICES PTY LTD | [001248263](/search.md) | 28/09/2016 | 11/12/2020 | Ceased |
| A & KING PTY LTD | [001236704](/search.md) | 28/10/2015 | 05/10/2020 | Ceased |
| ABILITY ONE PTY LTD | [000250142](/search.md) | 01/01/2004 | 24/02/2020 | Ceased |
| ACM WEALTH PLANNING PTY LTD | [000428523](/search.md) | 25/09/2012 | 03/06/2020 | Ceased |
| ACTIVE FS PTY LTD | [000428524](/search.md) | 25/09/2012 | 03/08/2020 | Ceased |
| ADAMS, GARETH RYAN | [000319949](/search.md) | 25/05/2017 | 07/12/2020 | Ceased |
| AIR, Christopher JACK | [000294743](/search.md) | 06/12/2011 | 10/02/2020 | Ceased |
| ALEXANDER, STEPHEN | [000390023](/search.md) | 03/05/2012 | 30/04/2020 | Ceased |
| ALPHA FINANCIAL GROUP PTY LTD | [000259452](/search.md) | 12/06/2012 | 21/08/2020 | Ceased |
| ANDERSON, MARK JAMES | [001002928](/search.md) | 26/03/2018 | 07/12/2020 | Ceased |
| APOLLONIAS WEALTH MANAGEMENT PTY LTD | [001263632](/search.md) | 30/04/2018 | 02/03/2020 | Ceased |
| ARES WEALTH ADVICE PTY LIMITED | [000433863](/search.md) | 01/02/2013 | 28/07/2020 | Ceased |
| AUDET PTY LTD | [001000310](/search.md) | 24/06/2015 | 08/09/2020 | Ceased |
| Aburn, Colin William | [001236616](/search.md) | 26/10/2015 | 08/05/2020 | Ceased |
| Averay, Scott James | [001240923](/search.md) | 28/09/2018 | 05/06/2020 | Ceased |
| BALANCE FINANCIAL SOLUTIONS PTY LIMITED | [001246307](/search.md) | 06/09/2011 | 20/11/2020 | Ceased |
| BARAGWANATH, MICHAEL | [000320674](/search.md) | 28/07/2014 | 04/05/2020 | Ceased |
| BARBAGIANNIS, JOHN | [000267450](/search.md) | 14/07/2015 | 03/04/2020 | Ceased |
| BARRETT, JANE | [000304300](/search.md) | 02/07/2009 | 13/07/2020 | Ceased |
| BATTEN, MARK CHARLES | [000250385](/search.md) | 04/07/2012 | 08/07/2020 | Ceased |
| BEEVERS FINANCIAL SERVICES PTY. LTD. | [000252492](/search.md) | 01/01/2004 | 08/05/2020 | Ceased |
| BEEVERS, GUY | [000252539](/search.md) | 01/01/2004 | 08/05/2020 | Ceased |
| BEGG, BERNARD | [001235665](/search.md) | 13/01/2017 | 07/12/2020 | Ceased |
| BELL CRAVEN PTY LTD | [000278044](/search.md) | 31/05/2012 | 17/01/2020 | Ceased |
| BENSTED, SHANE MATTHEW | [000455387](/search.md) | 06/12/2018 | 28/05/2020 | Ceased |
| BERNET, RAYMOND JOHN | [000250580](/search.md) | 28/05/2012 | 22/04/2020 | Ceased |
| BLACKMAN, JOHN | [000449284](/search.md) | 26/11/2013 | 16/09/2020 | Ceased |
| BRADFORD, PAUL | [000304959](/search.md) | 25/08/2006 | 15/06/2020 | Ceased |
| BROWN, ALEXANDER DOUGLAS MAXWELL | [000273564](/search.md) | 14/10/2011 | 31/12/2020 | Ceased |
| BROWN, PHILLIP DOUGLAS | [000249971](/search.md) | 01/01/2004 | 24/11/2020 | Ceased |
| BROWNING, SEAN | [001004774](/search.md) | 03/02/2020 | 07/12/2020 | Ceased |
| BURGEMEISTER, LYNTON | [000239716](/search.md) | 28/06/2013 | 21/12/2020 | Ceased |
| BUTCHER, SEAN TERRENCE | [000249408](/search.md) | 11/09/2020 | 07/12/2020 | Ceased |
| BUTTERS, MARK | [000423985](/search.md) | 29/06/2012 | 15/06/2020 | Ceased |
| Balzan, Kristy Lee | [001269283](/search.md) | 15/11/2018 | 02/06/2020 | Ceased |
| Barrett, CATHERINE HELEN | [000303184](/search.md) | 14/12/2017 | 24/02/2020 | Ceased |
| Bensted, Emily | [001007946](/search.md) | 24/05/2019 | 28/05/2020 | Ceased |
| Berina-Lubrin, Nicole Ann | [001269238](/search.md) | 14/11/2018 | 21/05/2020 | Ceased |
| Boddington, Paul David | [001263261](/search.md) | 12/04/2018 | 15/05/2020 | Ceased |
| Bradford, Kiah Joy | [001258074](/search.md) | 18/04/2018 | 22/01/2020 | Ceased |
| Brown, Leanne | [001251571](/search.md) | 31/01/2017 | 27/11/2020 | Ceased |
| CAMERON, DONALD ROBERT | [000252556](/search.md) | 18/02/2010 | 28/08/2020 | Ceased |
| CAPSTONE WEALTH MANAGEMENT PTY LTD | [000473115](/search.md) | 23/02/2015 | 29/06/2020 | Ceased |
| CARLON, TROY HEATH | [000249476](/search.md) | 08/03/2013 | 14/12/2020 | Ceased |
| CASTELLANO, TONY | [000333319](/search.md) | 04/02/2013 | 13/04/2020 | Ceased |
| CHASE, JACQUELINE THOMPSON | [000250773](/search.md) | 12/06/2012 | 21/08/2020 | Ceased |
| CHOOSE WEALTH FINANCIAL GROUP PTY LTD | [000424634](/search.md) | 25/09/2012 | 10/06/2020 | Ceased |
| COOPER, PETER ANTHONY | [000250708](/search.md) | 12/07/2012 | 07/12/2020 | Ceased |
| COUTTS, DAVID MARK | [000240509](/search.md) | 08/10/2014 | 06/05/2020 | Ceased |
| CRAVEN, SHAUN | [000278048](/search.md) | 31/05/2012 | 17/01/2020 | Ceased |
| CROSSZONE HOLDINGS PTY LTD | [000279775](/search.md) | 25/09/2012 | 14/12/2020 | Ceased |
| CUMULUS FINANCIAL SERVICES PTY LTD | [001267543](/search.md) | 13/09/2018 | 16/11/2020 | Ceased |
| Carpenter, Caillie | [001269712](/search.md) | 26/11/2018 | 03/11/2020 | Ceased |
| Chalwell, Katarina | [001272173](/search.md) | 19/12/2018 | 01/05/2020 | Ceased |
| Costigan, Benjamin | [001008316](/search.md) | 15/05/2015 | 28/01/2020 | Ceased |
| Cowan, Leonie Gaye | [000278601](/search.md) | 23/11/2018 | 15/12/2020 | Ceased |
| D'Souza, Christy Vallen | [001237695](/search.md) | 04/12/2015 | 18/06/2020 | Ceased |
| DANIELLS, MATTHEW | [000434862](/search.md) | 22/02/2013 | 18/12/2020 | Ceased |
| DARWIN ADVISERS PTY LTD | [000242029](/search.md) | 10/04/2015 | 26/06/2020 | Ceased |
| DE PETRO, JOSEPH | [000249888](/search.md) | 01/01/2004 | 07/05/2020 | Ceased |
| DEK ADVISORY GROUP PTY LTD | [001238632](/search.md) | 19/01/2016 | 19/11/2020 | Ceased |
| DEW, RUSSELL | [000252541](/search.md) | 01/01/2004 | 16/10/2020 | Ceased |
| DIB FINANCIAL SERVICES PTY LTD | [000428500](/search.md) | 25/09/2012 | 31/08/2020 | Ceased |
| DLJ CAPITAL PTY LIMITED | [000424648](/search.md) | 10/07/2012 | 03/03/2020 | Ceased |
| DOMANE FINANCIAL ADVISERS PTY LTD | [000250158](/search.md) | 01/01/2004 | 03/12/2020 | Ceased |
| DONALD, JOHN CHARLES | [000249758](/search.md) | 01/01/2004 | 29/06/2020 | Ceased |
| DURANT, DAVID NORMAN | [000250762](/search.md) | 04/07/2012 | 10/08/2020 | Ceased |
| DUTHIE, SCOTT | [000244809](/search.md) | 03/12/2014 | 30/01/2020 | Ceased |
| DYSON, DAVID | [000250041](/search.md) | 01/01/2004 | 08/05/2020 | Ceased |
| Del Giudice, Matthew Donato | [001269141](/search.md) | 12/11/2018 | 20/11/2020 | Ceased |
| EADES, ALEXANDER ROSS | [000250323](/search.md) | 03/09/2012 | 21/02/2020 | Ceased |
| EDINGER, RICHARD MURRAY | [000240578](/search.md) | 15/02/2018 | 19/06/2020 | Ceased |
| EDMONDSON, GRAE | [000250236](/search.md) | 17/09/2012 | 02/03/2020 | Ceased |
| EIKON FINANCIAL PTY LTD | [000375908](/search.md) | 29/07/2010 | 28/01/2020 | Ceased |
| ELLUL, CHARLES | [000284502](/search.md) | 04/06/2012 | 28/04/2020 | Ceased |
| EXIMIA ADVISORY PTY LTD | [001270803](/search.md) | 11/12/2018 | 25/11/2020 | Ceased |
| FARRELLY, JAMES RAYMOND | [000408930](/search.md) | 27/06/2017 | 15/06/2020 | Ceased |
| FINANCIAL LIFE BALANCE PTY. LTD. | [000428552](/search.md) | 25/09/2012 | 08/05/2020 | Ceased |
| FINANCIAL MENTORS WEALTH MANAGEMENT PTY LTD | [000437419](/search.md) | 24/12/2014 | 18/06/2020 | Ceased |
| FLYNN, PAULINE LYNETTE | [000241950](/search.md) | 25/05/2011 | 27/02/2020 | Ceased |
| FOLEY, BRENDAN FRANCIS | [000250449](/search.md) | 20/08/2012 | 07/08/2020 | Ceased |
| FONG, SIO PENG | [000233351](/search.md) | 20/08/2012 | 18/08/2020 | Ceased |
| FOWLES, ANDREW JOHN | [000409496](/search.md) | 13/01/2017 | 28/06/2020 | Ceased |
| FREAN, MURRAY JOHN | [000437420](/search.md) | 24/12/2014 | 18/06/2020 | Ceased |
| G.R. & S.L. COLLINS PTY. LTD. | [000251017](/search.md) | 12/07/2013 | 27/07/2020 | Ceased |
| GARCIA, MARIA | [000300297](/search.md) | 30/08/2012 | 09/09/2020 | Ceased |
| GILCHRIST, STUART | [000329352](/search.md) | 08/02/2019 | 07/12/2020 | Ceased |
| GILL, GURBINDER SINGH | [000314371](/search.md) | 14/02/2017 | 08/01/2020 | Ceased |
| GOODWIN, DAVID JOHN | [000249908](/search.md) | 01/01/2004 | 30/06/2020 | Ceased |
| GREENAWAY, MARK ANDREW | [000250779](/search.md) | 02/07/2018 | 19/08/2020 | Ceased |
| GUDSELL & ASSOCIATES PTY LTD | [000250266](/search.md) | 25/09/2012 | 24/06/2020 | Ceased |
| GUDSELL, GERARD PAUL | [000250729](/search.md) | 31/01/2005 | 24/06/2020 | Ceased |
| Gaylor, Josh | [001235845](/search.md) | 29/09/2015 | 25/09/2020 | Ceased |
| Gosper, Sandy Michele | [001003445](/search.md) | 31/12/2017 | 20/04/2020 | Ceased |
| HACK, MICHAEL WAYNE | [000321883](/search.md) | 09/08/2011 | 10/06/2020 | Ceased |
| HAYDEN, KEN WILLIAM | [000249813](/search.md) | 01/01/2004 | 31/12/2020 | Ceased |
| HOGAN, CAROLINE ROSEMARY | [000282433](/search.md) | 29/07/2014 | 21/08/2020 | Ceased |
| HURST, THOMAS | [000460615](/search.md) | 25/06/2014 | 29/05/2020 | Ceased |
| Hakim, Mr Zubaid | [001268672](/search.md) | 25/10/2018 | 07/12/2020 | Ceased |
| Hay, Melissa Jaye | [001258613](/search.md) | 28/09/2017 | 21/05/2020 | Ceased |
| Hii, Alfred | [001003461](/search.md) | 28/10/2015 | 05/10/2020 | Ceased |
| Hii, Jack Yii Tian | [001259524](/search.md) | 20/03/2018 | 05/10/2020 | Ceased |
| Hudson, Nathan | [001261736](/search.md) | 03/05/2019 | 07/12/2020 | Ceased |
| INSSERV & ASSOCIATES PTY LTD | [001233050](/search.md) | 02/07/2018 | 19/08/2020 | Ceased |
| JACORP FINANCIAL PTY LTD | [000428586](/search.md) | 25/09/2012 | 27/07/2020 | Ceased |
| JAMES SEFTON & ASSOCIATES PTY LTD | [000415868](/search.md) | 28/12/2011 | 15/12/2020 | Ceased |
| JENERATE FINANCIAL PLANNING PTY LTD | [000321133](/search.md) | 06/05/2015 | 22/05/2020 | Ceased |
| JENKINS, BRYCE | [000332683](/search.md) | 09/04/2013 | 24/02/2020 | Ceased |
| JENKINS, DAVID LLOYD | [000236475](/search.md) | 17/06/2005 | 03/03/2020 | Ceased |
| JHVA INVESTMENTS PTY. LTD. | [001233460](/search.md) | 14/07/2015 | 03/04/2020 | Ceased |
| JUNO WEALTH ADVISERS PTY LTD | [000428595](/search.md) | 27/01/2015 | 13/07/2020 | Ceased |
| Jansz, Denver | [001235963](/search.md) | 30/04/2018 | 02/03/2020 | Ceased |
| Jarrett, Maree Therese | [000261161](/search.md) | 27/04/2020 | 14/07/2020 | Ceased |
| Jenkins, Kristofer James | [001266462](/search.md) | 01/08/2018 | 03/03/2020 | Ceased |
| Johnston, Anna Maria | [001004250](/search.md) | 09/09/2016 | 19/10/2020 | Ceased |
| Jones, William John | [001004933](/search.md) | 22/05/2015 | 07/04/2020 | Ceased |
| KAPADY PTY LTD | [001253294](/search.md) | 29/03/2017 | 09/03/2020 | Ceased |
| KERR, RICHARD JOHN | [000288901](/search.md) | 31/03/2015 | 11/03/2020 | Ceased |
| KHANNA, DAVE | [000250566](/search.md) | 10/08/2012 | 13/08/2020 | Ceased |
| KO, CYNTHIA | [001004175](/search.md) | 10/10/2017 | 27/02/2020 | Ceased |
| KOAY, HEAN-SING | [000302791](/search.md) | 18/10/2010 | 29/06/2020 | Ceased |
| KUCHENMEISTER, VERENA KERSTIN | [000249841](/search.md) | 01/01/2004 | 30/06/2020 | Ceased |
| Keating, Justin John | [001259579](/search.md) | 03/11/2017 | 06/04/2020 | Ceased |
| Keil, Dyon | [001006910](/search.md) | 13/11/2019 | 02/06/2020 | Ceased |
| Keil, Dyon | [001006910](/search.md) | 24/06/2020 | 07/12/2020 | Ceased |
| Knox, Jessica Anne | [001265277](/search.md) | 21/06/2018 | 28/02/2020 | Ceased |
| Kratz, Dion | [001004941](/search.md) | 19/01/2016 | 19/11/2020 | Ceased |
| L.D. THOMPSON & ASSOCIATES PTY. LTD. | [000428603](/search.md) | 25/09/2012 | 05/11/2020 | Ceased |
| LA-SPINA, DARREN DOMENIC | [001003837](/search.md) | 03/09/2019 | 20/02/2020 | Ceased |
| LANTERN PRIVATE WEALTH PTY. LTD. | [000458127](/search.md) | 20/05/2014 | 27/02/2020 | Ceased |
| LAW, BENJAMIN JOHN | [000295172](/search.md) | 13/06/2012 | 19/11/2020 | Ceased |
| LEVENE, MICHAEL | [000450433](/search.md) | 19/12/2013 | 20/11/2020 | Ceased |
| LIFESTYLE FINANCIAL ADVISERS PTY LTD | [000250146](/search.md) | 01/01/2004 | 30/06/2020 | Ceased |
| LIFETIME FINANCIAL PLANNING PTY. LTD. | [000250134](/search.md) | 01/01/2004 | 07/05/2020 | Ceased |
| LOADER, ADRIAN KEITH | [000250495](/search.md) | 02/08/2012 | 22/12/2020 | Ceased |
| LOGICAL FINANCIAL SERVICES PTY LTD | [000250276](/search.md) | 04/07/2012 | 10/08/2020 | Ceased |
| LONG TERM WEALTH PTY LTD | [001237581](/search.md) | 01/12/2015 | 24/02/2020 | Ceased |
| LUND, JASON | [000411945](/search.md) | 24/10/2019 | 07/12/2020 | Ceased |
| Lao, Jian Yi | [001004382](/search.md) | 03/08/2020 | 07/12/2020 | Ceased |
| Leece, Scott Andrew | [001004947](/search.md) | 01/05/2017 | 10/02/2020 | Ceased |
| Long, Matthew James | [001003311](/search.md) | 01/12/2015 | 24/02/2020 | Ceased |
| Louie, Anita | [001272116](/search.md) | 19/12/2018 | 03/12/2020 | Ceased |
| MADELEY, STEPHEN | [000437906](/search.md) | 22/04/2013 | 09/03/2020 | Ceased |
| MAGUIRE, MONICA ANNE | [000409402](/search.md) | 31/08/2012 | 06/10/2020 | Ceased |
| MALU, ROBERTO | [000330378](/search.md) | 26/09/2008 | 15/06/2020 | Ceased |
| MANOR FINANCIAL SERVICES PTY. LTD. | [000428624](/search.md) | 25/09/2012 | 17/01/2020 | Ceased |
| MARIANNE, Jean Patrick Stephane | [000325631](/search.md) | 14/06/2012 | 31/08/2020 | Ceased |
| MARIANNE, Jean Patrick Stephane | [000325631](/search.md) | 01/09/2020 | 10/10/2020 | Ceased |
| MCGILL, PERRY JAMES | [000249893](/search.md) | 01/01/2004 | 22/05/2020 | Ceased |
| MDM FINANCIAL SERVICES PTY LIMITED | [000428621](/search.md) | 25/09/2012 | 06/10/2020 | Ceased |
| MEAWAD, Joseph Farouk | [001232710](/search.md) | 07/06/2019 | 07/12/2020 | Ceased |
| MERRITT, BARBARA | [000279033](/search.md) | 06/12/2012 | 17/01/2020 | Ceased |
| MGS FINANCIAL PLANNING PTY LTD | [001235597](/search.md) | 22/09/2015 | 16/09/2020 | Ceased |
| MICHAEL, BRETT A | [000250484](/search.md) | 04/09/2012 | 20/05/2020 | Ceased |
| MIKHAIL, DANIEL | [000433944](/search.md) | 04/02/2013 | 31/12/2020 | Ceased |
| MITCHELL-LEWIS, AMANDA JANE | [000277184](/search.md) | 13/08/2013 | 03/06/2020 | Ceased |
| MITRIONE, Luigi | [000249889](/search.md) | 01/01/2004 | 07/05/2020 | Ceased |
| MOORE, GRIFFITH NICOLAI | [001247294](/search.md) | 14/12/2018 | 09/06/2020 | Ceased |
| MORGAN, WAYNE | [000249876](/search.md) | 01/01/2004 | 30/06/2020 | Ceased |
| MOSMAN FINANCIAL SERVICES PTY LTD | [000428568](/search.md) | 25/09/2012 | 22/10/2020 | Ceased |
| MOTTERAM, JOHN | [000263986](/search.md) | 24/10/2018 | 29/06/2020 | Ceased |
| MURRAY, STEVEN RODERICK | [000250535](/search.md) | 15/06/2012 | 24/02/2020 | Ceased |
| Martin, Andrew | [001242477](/search.md) | 30/05/2016 | 16/11/2020 | Ceased |
| Maze, Grant James | [001238475](/search.md) | 18/01/2018 | 30/06/2020 | Ceased |
| McGoldrick, Deen | [001005585](/search.md) | 14/07/2020 | 07/12/2020 | Ceased |
| McKindlay, Michelle | [001004202](/search.md) | 09/09/2016 | 19/10/2020 | Ceased |
| McLean, Claire | [001252644](/search.md) | 09/03/2017 | 09/04/2020 | Ceased |
| Mezzatesta, Daniel | [001002165](/search.md) | 27/03/2015 | 15/06/2020 | Ceased |
| NICOLAKOPOULOS, KATERINA | [000317634](/search.md) | 17/09/2007 | 28/01/2020 | Ceased |
| Nicholls, Emma | [001234874](/search.md) | 28/08/2015 | 22/09/2020 | Ceased |
| Nugent, John Francis | [001252927](/search.md) | 29/09/2017 | 10/06/2020 | Ceased |
| OTTAVO FINANCIAL GROUP PTY LTD | [001253248](/search.md) | 28/03/2017 | 07/12/2020 | Ceased |
| OVCHINNIKOV, NICHOLAS | [000405896](/search.md) | 01/02/2013 | 28/07/2020 | Ceased |
| PAONESSA, VITO | [000242770](/search.md) | 01/01/2004 | 08/05/2020 | Ceased |
| PARKER, JOHN MYLES | [000249722](/search.md) | 01/01/2004 | 12/03/2020 | Ceased |
| PARKER, MICHAEL JOHN | [000274400](/search.md) | 04/08/2008 | 10/06/2020 | Ceased |
| PERRY JAMES MCGILL & ASSOCIATES PTY. LTD. | [000428608](/search.md) | 25/09/2012 | 22/05/2020 | Ceased |
| PHILLIPS, STEPHEN ANDREW | [000338543](/search.md) | 17/12/2015 | 24/07/2020 | Ceased |
| PIEKNIK, HARALD WALTER | [000250642](/search.md) | 22/06/2012 | 22/10/2020 | Ceased |
| PLANNING EXCELLENCE PTY LTD | [001240310](/search.md) | 21/03/2016 | 02/03/2020 | Ceased |
| POCI INVESTMENTS PTY LTD | [001238618](/search.md) | 18/01/2016 | 28/05/2020 | Ceased |
| POCI, ANTHONY | [000343904](/search.md) | 10/08/2015 | 28/05/2020 | Ceased |
| PRIESS FINANCIAL GROUP PTY LTD | [001250989](/search.md) | 06/01/2017 | 08/07/2020 | Ceased |
| PRIOR, MARK JOSEPH | [000249828](/search.md) | 01/01/2004 | 07/12/2020 | Ceased |
| PRUDENT ASSET MANAGEMENT PTY. LIMITED | [000287475](/search.md) | 28/06/2013 | 21/12/2020 | Ceased |
| Page, Joshua | [001240311](/search.md) | 21/03/2016 | 02/03/2020 | Ceased |
| R J & C G INVESTMENTS PTY LTD | [000336469](/search.md) | 31/03/2015 | 11/03/2020 | Ceased |
| RAZNJEVIC, VISNJA | [000312499](/search.md) | 13/12/2011 | 19/06/2020 | Ceased |
| RECHTER, MITCHELL | [000440787](/search.md) | 18/06/2013 | 21/04/2020 | Ceased |
| REDMAN, DEBRA MAREE | [000249863](/search.md) | 01/01/2004 | 14/12/2020 | Ceased |
| REINKE, SHANE PETER | [000250751](/search.md) | 17/09/2012 | 21/02/2020 | Ceased |
| REXTWD PTY LTD | [000327967](/search.md) | 21/07/2008 | 15/01/2020 | Ceased |
| RITOSSA, VERONA MARGARITA | [000276886](/search.md) | 02/08/2012 | 13/07/2020 | Ceased |
| ROFF, MELANIE | [000277067](/search.md) | 12/07/2010 | 03/06/2020 | Ceased |
| ROYAL, DEAN | [000249744](/search.md) | 01/01/2004 | 05/02/2020 | Ceased |
| RYMAN, DAVID MICHAEL | [000413912](/search.md) | 28/09/2016 | 11/12/2020 | Ceased |
| Rechter, Kyal Joseph | [001250703](/search.md) | 16/12/2016 | 21/04/2020 | Ceased |
| Richardson, Megan | [001236010](/search.md) | 01/10/2015 | 31/12/2020 | Ceased |
| S & A REINKE FAMILY TRUST | [000428128](/search.md) | 17/09/2012 | 21/02/2020 | Ceased |
| S.G.A. FINANCIAL SERVICES PTY LTD | [000250137](/search.md) | 01/01/2004 | 22/04/2020 | Ceased |
| SACCO ADVISORY GROUP PTY LTD | [001008897](/search.md) | 01/06/2015 | 30/07/2020 | Ceased |
| SAVAGE, BARRY PETER | [000241877](/search.md) | 10/04/2015 | 26/06/2020 | Ceased |
| SEFTON, JAMES | [000236025](/search.md) | 28/12/2011 | 15/12/2020 | Ceased |
| SHOLIM HOLDINGS PTY LTD | [000294742](/search.md) | 06/12/2011 | 10/02/2020 | Ceased |
| SLC WEALTH MANAGEMENT PTY LTD | [001008559](/search.md) | 22/05/2015 | 07/04/2020 | Ceased |
| SMARRELLI, DOMINIC | [000250533](/search.md) | 01/01/2004 | 22/04/2020 | Ceased |
| SSFS PTY LTD | [001239006](/search.md) | 03/02/2016 | 15/06/2020 | Ceased |
| STEVEN R. MURRAY PTY LIMITED | [000253250](/search.md) | 25/09/2012 | 24/02/2020 | Ceased |
| STOW INVESTMENT COMPANY PTY LTD | [001237705](/search.md) | 04/12/2015 | 13/02/2020 | Ceased |
| SUPER WEALTH SERVICES PTY LTD | [000414443](/search.md) | 30/11/2011 | 05/11/2020 | Ceased |
| Sacco, Joseph | [001003501](/search.md) | 01/06/2015 | 30/07/2020 | Ceased |
| Shrestha, Bishal | [001242011](/search.md) | 18/05/2020 | 11/08/2020 | Ceased |
| Speelman, Joshua | [001236574](/search.md) | 23/10/2015 | 16/03/2020 | Ceased |
| Spitzkowsky, Katherine | [001269177](/search.md) | 24/05/2019 | 03/03/2020 | Ceased |
| Stow, SARAH Jane | [000448592](/search.md) | 04/12/2015 | 13/02/2020 | Ceased |
| THE L P FOLEY FAMILY TRUST | [000426791](/search.md) | 20/08/2012 | 07/08/2020 | Ceased |
| THE TRUSTEE FOR ALEXANDER FAMILY TRUST | [000428629](/search.md) | 25/09/2012 | 30/04/2020 | Ceased |
| THE TRUSTEE FOR ELLUL FAMILY TRUST | [000428525](/search.md) | 25/09/2012 | 28/04/2020 | Ceased |
| THE TRUSTEE FOR EMPOWER FINANCIAL PLANNING TRUST | [000428549](/search.md) | 25/09/2012 | 13/07/2020 | Ceased |
| THE TRUSTEE FOR ENVA UNIT TRUST | [000458915](/search.md) | 05/06/2014 | 04/05/2020 | Ceased |
| THE TRUSTEE FOR ODYSSEY WEALTH MANAGEMENT TRUST | [000435716](/search.md) | 08/03/2013 | 14/12/2020 | Ceased |
| THE TRUSTEE FOR P J BRADFORD TRUST | [000428620](/search.md) | 25/09/2012 | 15/06/2020 | Ceased |
| THE TRUSTEE FOR T/FOR THE FREKEN UNIT TRUST | [000428596](/search.md) | 25/09/2012 | 20/04/2020 | Ceased |
| THE TRUSTEE FOR THE CASH UNIT TRUST | [000415267](/search.md) | 24/06/2015 | 08/09/2020 | Ceased |
| THE TRUSTEE FOR THE CLOVELLY INVESTMENT TRUST | [000423015](/search.md) | 13/06/2012 | 19/11/2020 | Ceased |
| THE TRUSTEE FOR THE DEW FAMILY TRUST | [000428555](/search.md) | 25/09/2012 | 10/02/2020 | Ceased |
| THE TRUSTEE FOR THE RECHTER FIVE FAMILY TRUST | [000464427](/search.md) | 02/09/2014 | 21/04/2020 | Ceased |
| THOMPSON, LYNETTE SHIRLEY | [000250752](/search.md) | 04/06/2012 | 05/11/2020 | Ceased |
| TIME WEALTH PROTECTION PTY LTD | [001236573](/search.md) | 23/10/2015 | 16/03/2020 | Ceased |
| TRAHAIR, MARK EUGENE | [000319803](/search.md) | 23/02/2015 | 29/06/2020 | Ceased |
| TRINITY ADVICE PTY LTD | [001232711](/search.md) | 07/06/2019 | 07/12/2020 | Ceased |
| The Trustee for Gill Private Wealth Family Trust | [001251965](/search.md) | 14/02/2017 | 08/01/2020 | Ceased |
| The Trustee for The VP Unit Trust | [001249839](/search.md) | 21/11/2016 | 08/09/2020 | Ceased |
| VEITCH, RUSSELL | [000250340](/search.md) | 09/07/2012 | 14/02/2020 | Ceased |
| VIRTUE PLANNING PTY LTD | [000437247](/search.md) | 09/04/2013 | 24/02/2020 | Ceased |
| WANG, JENKIN | [000250525](/search.md) | 28/06/2012 | 09/12/2020 | Ceased |
| WATSON, SCOTT D'ARCY | [000263806](/search.md) | 28/09/2012 | 25/02/2020 | Ceased |
| WAVERLEY WEALTH MANAGEMENT PTY LTD | [001254181](/search.md) | 01/05/2017 | 10/02/2020 | Ceased |
| WAYNE CADMAN & ASSOCIATES PTY LTD | [000428505](/search.md) | 25/09/2012 | 28/08/2020 | Ceased |
| WEALTH DOMAIN PTY LTD | [001237694](/search.md) | 04/12/2015 | 18/06/2020 | Ceased |
| WEALTH INSURED PTY LTD | [000469755](/search.md) | 03/12/2014 | 30/01/2020 | Ceased |
| WELSH, MARTIN FRANCIS | [000250521](/search.md) | 18/08/2004 | 14/12/2020 | Ceased |
| WHITFORD, REX | [000253072](/search.md) | 18/07/2008 | 15/01/2020 | Ceased |
| WILSON, PAUL LISTER | [000249759](/search.md) | 01/01/2004 | 29/05/2020 | Ceased |
| WINDOW, LUKE ALAN | [000432316](/search.md) | 18/12/2012 | 30/11/2020 | Ceased |
| WIRTH, JAMES | [000442286](/search.md) | 12/06/2013 | 27/07/2020 | Ceased |
| WOMEN ON WEALTH PTY. LTD. | [001247635](/search.md) | 09/09/2016 | 19/10/2020 | Ceased |
| WSZOLA, EDWARD JOSEPH | [000253088](/search.md) | 01/01/2004 | 30/06/2020 | Ceased |
| Wilde, Caryn Michelle | [001265941](/search.md) | 13/07/2018 | 14/08/2020 | Ceased |
| de Bomford, Michael John | [001244474](/search.md) | 13/04/2017 | 16/06/2020 | Ceased |

### Where they were authorised next

142 of these 250 were followed by another authorisation elsewhere; 108 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| [NEXTPLAN FINANCIAL PTY LTD](/licensee/nextplan-financial-pty-ltd.md) | 27 | 19.0% |
| [FORTNUM ADVICE PTY LTD](/licensee/fortnum-advice-pty-ltd.md) | 12 | 8.5% |
| [SYNCHRON ADVICE PTY LTD](/licensee/synchron-advice-pty-ltd.md) | 10 | 7.0% |
| [LIFESPAN FINANCIAL PLANNING PTY LTD](/licensee/lifespan-financial-planning-pty-ltd.md) | 7 | 4.9% |
| [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited.md) | 6 | 4.2% |
| [BOSTON REED PTY LTD](/licensee/boston-reed-pty-ltd.md) | 5 | 3.5% |
| [CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) | 5 | 3.5% |
| licence 237857 | 5 | 3.5% |
| [ALLIANCE WEALTH PTY LTD](/licensee/alliance-wealth-pty-ltd.md) | 4 | 2.8% |
| MICHANNA WEALTH PTY LTD | 3 | 2.1% |
| [BLUEWATER FINANCIAL ADVISORS PTY LTD](/licensee/bluewater-financial-advisors-pty-ltd.md) | 3 | 2.1% |
| [COMMUNITY BROKER NETWORK PTY LTD](/licensee/community-broker-network-pty-ltd.md) | 3 | 2.1% |
| [CAPSTONE FINANCIAL PLANNING PTY LTD](/licensee/capstone-financial-planning-pty-ltd.md) | 2 | 1.4% |
| ADVISER SERVICES HUB PTY LTD | 2 | 1.4% |
| EIKON FINANCIAL PTY LTD | 2 | 1.4% |
| CORE ADVISOR GROUP PTY LTD | 2 | 1.4% |
| BETTERMENT FINANCIAL PLANNING PTY LTD | 2 | 1.4% |
| JLS FINANCIAL PLANNING PTY LTD | 2 | 1.4% |

### Other licensees that lost representatives in 2020

- [ARETE RISK & INSURANCE PARTNERS PTY LTD](/licensee/arete-risk-insurance-partners-pty-ltd/2020.md) — 113
- [COUNT FINANCIAL LIMITED](/licensee/count-financial-limited/2020.md) — 152
- [COMMUNITY BROKER NETWORK PTY LTD](/licensee/community-broker-network-pty-ltd/2020.md) — 143
- [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd/2020.md) — 110
- [A.C.N. 155 907 681 PTY LTD](/licensee/a-c-n-155-907-681-pty-ltd/2020.md) — 197
- [LFI GROUP PTY LTD](/licensee/lfi-group-pty-ltd/2020.md) — 356
- [SYNCHRON ADVICE PTY LTD](/licensee/synchron-advice-pty-ltd/2020.md) — 154
- [CLUB MARINE LIMITED](/licensee/club-marine-limited/2020.md) — 259
- [MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD](/licensee/mastercard-prepaid-management-services-australia-pty-ltd/2020.md) — 94
- [AUSURE PTY LTD](/licensee/ausure-pty-ltd/2020.md) — 91
- [RESILIUM INSURANCE BROKING PTY LTD](/licensee/resilium-insurance-broking-pty-ltd/2020.md) — 105
- [HILLROSS FINANCIAL SERVICES LIMITED](/licensee/hillross-financial-services-limited/2020.md) — 95
- [GPS WEALTH LTD](/licensee/gps-wealth-ltd/2020.md) — 96
- [MERIT WEALTH PTY LTD](/licensee/merit-wealth-pty-ltd/2020.md) — 94

### CHARTER FINANCIAL PLANNING LIMITED in other years

- [2022](/licensee/charter-financial-planning-limited/2022.md) — 132
- [2021](/licensee/charter-financial-planning-limited/2021.md) — 150
- [2019](/licensee/charter-financial-planning-limited/2019.md) — 198
- [2018](/licensee/charter-financial-planning-limited/2018.md) — 161
- [2017](/licensee/charter-financial-planning-limited/2017.md) — 225
- [2016](/licensee/charter-financial-planning-limited/2016.md) — 357
- [2015](/licensee/charter-financial-planning-limited/2015.md) — 167
- [2014](/licensee/charter-financial-planning-limited/2014.md) — 170
- [2013](/licensee/charter-financial-planning-limited/2013.md) — 139
- [2012](/licensee/charter-financial-planning-limited/2012.md) — 176
- [2011](/licensee/charter-financial-planning-limited/2011.md) — 129
- [2010](/licensee/charter-financial-planning-limited/2010.md) — 136
- [2009](/licensee/charter-financial-planning-limited/2009.md) — 140
- [2008](/licensee/charter-financial-planning-limited/2008.md) — 111
- [2006](/licensee/charter-financial-planning-limited/2006.md) — 134
- [2005](/licensee/charter-financial-planning-limited/2005.md) — 102
- [2004](/licensee/charter-financial-planning-limited/2004.md) — 98

### Money lost after advice you were given?

250 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](/privacy.md).

---

Página: https://afs-rep.pages.dev/licensee/charter-financial-planning-limited/2020/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19