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.

250ended in 2020

7.0%share of CHARTER FINANCIA

1.5%share of 2020

178also 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 2020

The 250 that ended in 2020

CHARTER FINANCIAL PLANNING LIMITED, ended 2020, alphabetical
Representative	Number	From	To	Status
1ST WEALTH SERVICES PTY LTD	001248263	28/09/2016	11/12/2020	Ceased
A & KING PTY LTD	001236704	28/10/2015	05/10/2020	Ceased
ABILITY ONE PTY LTD	000250142	01/01/2004	24/02/2020	Ceased
ACM WEALTH PLANNING PTY LTD	000428523	25/09/2012	03/06/2020	Ceased
ACTIVE FS PTY LTD	000428524	25/09/2012	03/08/2020	Ceased
ADAMS, GARETH RYAN	000319949	25/05/2017	07/12/2020	Ceased
AIR, Christopher JACK	000294743	06/12/2011	10/02/2020	Ceased
ALEXANDER, STEPHEN	000390023	03/05/2012	30/04/2020	Ceased
ALPHA FINANCIAL GROUP PTY LTD	000259452	12/06/2012	21/08/2020	Ceased
ANDERSON, MARK JAMES	001002928	26/03/2018	07/12/2020	Ceased
APOLLONIAS WEALTH MANAGEMENT PTY LTD	001263632	30/04/2018	02/03/2020	Ceased
ARES WEALTH ADVICE PTY LIMITED	000433863	01/02/2013	28/07/2020	Ceased
AUDET PTY LTD	001000310	24/06/2015	08/09/2020	Ceased
Aburn, Colin William	001236616	26/10/2015	08/05/2020	Ceased
Averay, Scott James	001240923	28/09/2018	05/06/2020	Ceased
BALANCE FINANCIAL SOLUTIONS PTY LIMITED	001246307	06/09/2011	20/11/2020	Ceased
BARAGWANATH, MICHAEL	000320674	28/07/2014	04/05/2020	Ceased
BARBAGIANNIS, JOHN	000267450	14/07/2015	03/04/2020	Ceased
BARRETT, JANE	000304300	02/07/2009	13/07/2020	Ceased
BATTEN, MARK CHARLES	000250385	04/07/2012	08/07/2020	Ceased
BEEVERS FINANCIAL SERVICES PTY. LTD.	000252492	01/01/2004	08/05/2020	Ceased
BEEVERS, GUY	000252539	01/01/2004	08/05/2020	Ceased
BEGG, BERNARD	001235665	13/01/2017	07/12/2020	Ceased
BELL CRAVEN PTY LTD	000278044	31/05/2012	17/01/2020	Ceased
BENSTED, SHANE MATTHEW	000455387	06/12/2018	28/05/2020	Ceased
BERNET, RAYMOND JOHN	000250580	28/05/2012	22/04/2020	Ceased
BLACKMAN, JOHN	000449284	26/11/2013	16/09/2020	Ceased
BRADFORD, PAUL	000304959	25/08/2006	15/06/2020	Ceased
BROWN, ALEXANDER DOUGLAS MAXWELL	000273564	14/10/2011	31/12/2020	Ceased
BROWN, PHILLIP DOUGLAS	000249971	01/01/2004	24/11/2020	Ceased
BROWNING, SEAN	001004774	03/02/2020	07/12/2020	Ceased
BURGEMEISTER, LYNTON	000239716	28/06/2013	21/12/2020	Ceased
BUTCHER, SEAN TERRENCE	000249408	11/09/2020	07/12/2020	Ceased
BUTTERS, MARK	000423985	29/06/2012	15/06/2020	Ceased
Balzan, Kristy Lee	001269283	15/11/2018	02/06/2020	Ceased
Barrett, CATHERINE HELEN	000303184	14/12/2017	24/02/2020	Ceased
Bensted, Emily	001007946	24/05/2019	28/05/2020	Ceased
Berina-Lubrin, Nicole Ann	001269238	14/11/2018	21/05/2020	Ceased
Boddington, Paul David	001263261	12/04/2018	15/05/2020	Ceased
Bradford, Kiah Joy	001258074	18/04/2018	22/01/2020	Ceased
Brown, Leanne	001251571	31/01/2017	27/11/2020	Ceased
CAMERON, DONALD ROBERT	000252556	18/02/2010	28/08/2020	Ceased
CAPSTONE WEALTH MANAGEMENT PTY LTD	000473115	23/02/2015	29/06/2020	Ceased
CARLON, TROY HEATH	000249476	08/03/2013	14/12/2020	Ceased
CASTELLANO, TONY	000333319	04/02/2013	13/04/2020	Ceased
CHASE, JACQUELINE THOMPSON	000250773	12/06/2012	21/08/2020	Ceased
CHOOSE WEALTH FINANCIAL GROUP PTY LTD	000424634	25/09/2012	10/06/2020	Ceased
COOPER, PETER ANTHONY	000250708	12/07/2012	07/12/2020	Ceased
COUTTS, DAVID MARK	000240509	08/10/2014	06/05/2020	Ceased
CRAVEN, SHAUN	000278048	31/05/2012	17/01/2020	Ceased
CROSSZONE HOLDINGS PTY LTD	000279775	25/09/2012	14/12/2020	Ceased
CUMULUS FINANCIAL SERVICES PTY LTD	001267543	13/09/2018	16/11/2020	Ceased
Carpenter, Caillie	001269712	26/11/2018	03/11/2020	Ceased
Chalwell, Katarina	001272173	19/12/2018	01/05/2020	Ceased
Costigan, Benjamin	001008316	15/05/2015	28/01/2020	Ceased
Cowan, Leonie Gaye	000278601	23/11/2018	15/12/2020	Ceased
D'Souza, Christy Vallen	001237695	04/12/2015	18/06/2020	Ceased
DANIELLS, MATTHEW	000434862	22/02/2013	18/12/2020	Ceased
DARWIN ADVISERS PTY LTD	000242029	10/04/2015	26/06/2020	Ceased
DE PETRO, JOSEPH	000249888	01/01/2004	07/05/2020	Ceased
DEK ADVISORY GROUP PTY LTD	001238632	19/01/2016	19/11/2020	Ceased
DEW, RUSSELL	000252541	01/01/2004	16/10/2020	Ceased
DIB FINANCIAL SERVICES PTY LTD	000428500	25/09/2012	31/08/2020	Ceased
DLJ CAPITAL PTY LIMITED	000424648	10/07/2012	03/03/2020	Ceased
DOMANE FINANCIAL ADVISERS PTY LTD	000250158	01/01/2004	03/12/2020	Ceased
DONALD, JOHN CHARLES	000249758	01/01/2004	29/06/2020	Ceased
DURANT, DAVID NORMAN	000250762	04/07/2012	10/08/2020	Ceased
DUTHIE, SCOTT	000244809	03/12/2014	30/01/2020	Ceased
DYSON, DAVID	000250041	01/01/2004	08/05/2020	Ceased
Del Giudice, Matthew Donato	001269141	12/11/2018	20/11/2020	Ceased
EADES, ALEXANDER ROSS	000250323	03/09/2012	21/02/2020	Ceased
EDINGER, RICHARD MURRAY	000240578	15/02/2018	19/06/2020	Ceased
EDMONDSON, GRAE	000250236	17/09/2012	02/03/2020	Ceased
EIKON FINANCIAL PTY LTD	000375908	29/07/2010	28/01/2020	Ceased
ELLUL, CHARLES	000284502	04/06/2012	28/04/2020	Ceased
EXIMIA ADVISORY PTY LTD	001270803	11/12/2018	25/11/2020	Ceased
FARRELLY, JAMES RAYMOND	000408930	27/06/2017	15/06/2020	Ceased
FINANCIAL LIFE BALANCE PTY. LTD.	000428552	25/09/2012	08/05/2020	Ceased
FINANCIAL MENTORS WEALTH MANAGEMENT PTY LTD	000437419	24/12/2014	18/06/2020	Ceased
FLYNN, PAULINE LYNETTE	000241950	25/05/2011	27/02/2020	Ceased
FOLEY, BRENDAN FRANCIS	000250449	20/08/2012	07/08/2020	Ceased
FONG, SIO PENG	000233351	20/08/2012	18/08/2020	Ceased
FOWLES, ANDREW JOHN	000409496	13/01/2017	28/06/2020	Ceased
FREAN, MURRAY JOHN	000437420	24/12/2014	18/06/2020	Ceased
G.R. & S.L. COLLINS PTY. LTD.	000251017	12/07/2013	27/07/2020	Ceased
GARCIA, MARIA	000300297	30/08/2012	09/09/2020	Ceased
GILCHRIST, STUART	000329352	08/02/2019	07/12/2020	Ceased
GILL, GURBINDER SINGH	000314371	14/02/2017	08/01/2020	Ceased
GOODWIN, DAVID JOHN	000249908	01/01/2004	30/06/2020	Ceased
GREENAWAY, MARK ANDREW	000250779	02/07/2018	19/08/2020	Ceased
GUDSELL & ASSOCIATES PTY LTD	000250266	25/09/2012	24/06/2020	Ceased
GUDSELL, GERARD PAUL	000250729	31/01/2005	24/06/2020	Ceased
Gaylor, Josh	001235845	29/09/2015	25/09/2020	Ceased
Gosper, Sandy Michele	001003445	31/12/2017	20/04/2020	Ceased
HACK, MICHAEL WAYNE	000321883	09/08/2011	10/06/2020	Ceased
HAYDEN, KEN WILLIAM	000249813	01/01/2004	31/12/2020	Ceased
HOGAN, CAROLINE ROSEMARY	000282433	29/07/2014	21/08/2020	Ceased
HURST, THOMAS	000460615	25/06/2014	29/05/2020	Ceased
Hakim, Mr Zubaid	001268672	25/10/2018	07/12/2020	Ceased
Hay, Melissa Jaye	001258613	28/09/2017	21/05/2020	Ceased
Hii, Alfred	001003461	28/10/2015	05/10/2020	Ceased
Hii, Jack Yii Tian	001259524	20/03/2018	05/10/2020	Ceased
Hudson, Nathan	001261736	03/05/2019	07/12/2020	Ceased
INSSERV & ASSOCIATES PTY LTD	001233050	02/07/2018	19/08/2020	Ceased
JACORP FINANCIAL PTY LTD	000428586	25/09/2012	27/07/2020	Ceased
JAMES SEFTON & ASSOCIATES PTY LTD	000415868	28/12/2011	15/12/2020	Ceased
JENERATE FINANCIAL PLANNING PTY LTD	000321133	06/05/2015	22/05/2020	Ceased
JENKINS, BRYCE	000332683	09/04/2013	24/02/2020	Ceased
JENKINS, DAVID LLOYD	000236475	17/06/2005	03/03/2020	Ceased
JHVA INVESTMENTS PTY. LTD.	001233460	14/07/2015	03/04/2020	Ceased
JUNO WEALTH ADVISERS PTY LTD	000428595	27/01/2015	13/07/2020	Ceased
Jansz, Denver	001235963	30/04/2018	02/03/2020	Ceased
Jarrett, Maree Therese	000261161	27/04/2020	14/07/2020	Ceased
Jenkins, Kristofer James	001266462	01/08/2018	03/03/2020	Ceased
Johnston, Anna Maria	001004250	09/09/2016	19/10/2020	Ceased
Jones, William John	001004933	22/05/2015	07/04/2020	Ceased
KAPADY PTY LTD	001253294	29/03/2017	09/03/2020	Ceased
KERR, RICHARD JOHN	000288901	31/03/2015	11/03/2020	Ceased
KHANNA, DAVE	000250566	10/08/2012	13/08/2020	Ceased
KO, CYNTHIA	001004175	10/10/2017	27/02/2020	Ceased
KOAY, HEAN-SING	000302791	18/10/2010	29/06/2020	Ceased
KUCHENMEISTER, VERENA KERSTIN	000249841	01/01/2004	30/06/2020	Ceased
Keating, Justin John	001259579	03/11/2017	06/04/2020	Ceased
Keil, Dyon	001006910	13/11/2019	02/06/2020	Ceased
Keil, Dyon	001006910	24/06/2020	07/12/2020	Ceased
Knox, Jessica Anne	001265277	21/06/2018	28/02/2020	Ceased
Kratz, Dion	001004941	19/01/2016	19/11/2020	Ceased
L.D. THOMPSON & ASSOCIATES PTY. LTD.	000428603	25/09/2012	05/11/2020	Ceased
LA-SPINA, DARREN DOMENIC	001003837	03/09/2019	20/02/2020	Ceased
LANTERN PRIVATE WEALTH PTY. LTD.	000458127	20/05/2014	27/02/2020	Ceased
LAW, BENJAMIN JOHN	000295172	13/06/2012	19/11/2020	Ceased
LEVENE, MICHAEL	000450433	19/12/2013	20/11/2020	Ceased
LIFESTYLE FINANCIAL ADVISERS PTY LTD	000250146	01/01/2004	30/06/2020	Ceased
LIFETIME FINANCIAL PLANNING PTY. LTD.	000250134	01/01/2004	07/05/2020	Ceased
LOADER, ADRIAN KEITH	000250495	02/08/2012	22/12/2020	Ceased
LOGICAL FINANCIAL SERVICES PTY LTD	000250276	04/07/2012	10/08/2020	Ceased
LONG TERM WEALTH PTY LTD	001237581	01/12/2015	24/02/2020	Ceased
LUND, JASON	000411945	24/10/2019	07/12/2020	Ceased
Lao, Jian Yi	001004382	03/08/2020	07/12/2020	Ceased
Leece, Scott Andrew	001004947	01/05/2017	10/02/2020	Ceased
Long, Matthew James	001003311	01/12/2015	24/02/2020	Ceased
Louie, Anita	001272116	19/12/2018	03/12/2020	Ceased
MADELEY, STEPHEN	000437906	22/04/2013	09/03/2020	Ceased
MAGUIRE, MONICA ANNE	000409402	31/08/2012	06/10/2020	Ceased
MALU, ROBERTO	000330378	26/09/2008	15/06/2020	Ceased
MANOR FINANCIAL SERVICES PTY. LTD.	000428624	25/09/2012	17/01/2020	Ceased
MARIANNE, Jean Patrick Stephane	000325631	14/06/2012	31/08/2020	Ceased
MARIANNE, Jean Patrick Stephane	000325631	01/09/2020	10/10/2020	Ceased
MCGILL, PERRY JAMES	000249893	01/01/2004	22/05/2020	Ceased
MDM FINANCIAL SERVICES PTY LIMITED	000428621	25/09/2012	06/10/2020	Ceased
MEAWAD, Joseph Farouk	001232710	07/06/2019	07/12/2020	Ceased
MERRITT, BARBARA	000279033	06/12/2012	17/01/2020	Ceased
MGS FINANCIAL PLANNING PTY LTD	001235597	22/09/2015	16/09/2020	Ceased
MICHAEL, BRETT A	000250484	04/09/2012	20/05/2020	Ceased
MIKHAIL, DANIEL	000433944	04/02/2013	31/12/2020	Ceased
MITCHELL-LEWIS, AMANDA JANE	000277184	13/08/2013	03/06/2020	Ceased
MITRIONE, Luigi	000249889	01/01/2004	07/05/2020	Ceased
MOORE, GRIFFITH NICOLAI	001247294	14/12/2018	09/06/2020	Ceased
MORGAN, WAYNE	000249876	01/01/2004	30/06/2020	Ceased
MOSMAN FINANCIAL SERVICES PTY LTD	000428568	25/09/2012	22/10/2020	Ceased
MOTTERAM, JOHN	000263986	24/10/2018	29/06/2020	Ceased
MURRAY, STEVEN RODERICK	000250535	15/06/2012	24/02/2020	Ceased
Martin, Andrew	001242477	30/05/2016	16/11/2020	Ceased
Maze, Grant James	001238475	18/01/2018	30/06/2020	Ceased
McGoldrick, Deen	001005585	14/07/2020	07/12/2020	Ceased
McKindlay, Michelle	001004202	09/09/2016	19/10/2020	Ceased
McLean, Claire	001252644	09/03/2017	09/04/2020	Ceased
Mezzatesta, Daniel	001002165	27/03/2015	15/06/2020	Ceased
NICOLAKOPOULOS, KATERINA	000317634	17/09/2007	28/01/2020	Ceased
Nicholls, Emma	001234874	28/08/2015	22/09/2020	Ceased
Nugent, John Francis	001252927	29/09/2017	10/06/2020	Ceased
OTTAVO FINANCIAL GROUP PTY LTD	001253248	28/03/2017	07/12/2020	Ceased
OVCHINNIKOV, NICHOLAS	000405896	01/02/2013	28/07/2020	Ceased
PAONESSA, VITO	000242770	01/01/2004	08/05/2020	Ceased
PARKER, JOHN MYLES	000249722	01/01/2004	12/03/2020	Ceased
PARKER, MICHAEL JOHN	000274400	04/08/2008	10/06/2020	Ceased
PERRY JAMES MCGILL & ASSOCIATES PTY. LTD.	000428608	25/09/2012	22/05/2020	Ceased
PHILLIPS, STEPHEN ANDREW	000338543	17/12/2015	24/07/2020	Ceased
PIEKNIK, HARALD WALTER	000250642	22/06/2012	22/10/2020	Ceased
PLANNING EXCELLENCE PTY LTD	001240310	21/03/2016	02/03/2020	Ceased
POCI INVESTMENTS PTY LTD	001238618	18/01/2016	28/05/2020	Ceased
POCI, ANTHONY	000343904	10/08/2015	28/05/2020	Ceased
PRIESS FINANCIAL GROUP PTY LTD	001250989	06/01/2017	08/07/2020	Ceased
PRIOR, MARK JOSEPH	000249828	01/01/2004	07/12/2020	Ceased
PRUDENT ASSET MANAGEMENT PTY. LIMITED	000287475	28/06/2013	21/12/2020	Ceased
Page, Joshua	001240311	21/03/2016	02/03/2020	Ceased
R J & C G INVESTMENTS PTY LTD	000336469	31/03/2015	11/03/2020	Ceased
RAZNJEVIC, VISNJA	000312499	13/12/2011	19/06/2020	Ceased
RECHTER, MITCHELL	000440787	18/06/2013	21/04/2020	Ceased
REDMAN, DEBRA MAREE	000249863	01/01/2004	14/12/2020	Ceased
REINKE, SHANE PETER	000250751	17/09/2012	21/02/2020	Ceased
REXTWD PTY LTD	000327967	21/07/2008	15/01/2020	Ceased
RITOSSA, VERONA MARGARITA	000276886	02/08/2012	13/07/2020	Ceased
ROFF, MELANIE	000277067	12/07/2010	03/06/2020	Ceased
ROYAL, DEAN	000249744	01/01/2004	05/02/2020	Ceased
RYMAN, DAVID MICHAEL	000413912	28/09/2016	11/12/2020	Ceased
Rechter, Kyal Joseph	001250703	16/12/2016	21/04/2020	Ceased
Richardson, Megan	001236010	01/10/2015	31/12/2020	Ceased
S & A REINKE FAMILY TRUST	000428128	17/09/2012	21/02/2020	Ceased
S.G.A. FINANCIAL SERVICES PTY LTD	000250137	01/01/2004	22/04/2020	Ceased
SACCO ADVISORY GROUP PTY LTD	001008897	01/06/2015	30/07/2020	Ceased
SAVAGE, BARRY PETER	000241877	10/04/2015	26/06/2020	Ceased
SEFTON, JAMES	000236025	28/12/2011	15/12/2020	Ceased
SHOLIM HOLDINGS PTY LTD	000294742	06/12/2011	10/02/2020	Ceased
SLC WEALTH MANAGEMENT PTY LTD	001008559	22/05/2015	07/04/2020	Ceased
SMARRELLI, DOMINIC	000250533	01/01/2004	22/04/2020	Ceased
SSFS PTY LTD	001239006	03/02/2016	15/06/2020	Ceased
STEVEN R. MURRAY PTY LIMITED	000253250	25/09/2012	24/02/2020	Ceased
STOW INVESTMENT COMPANY PTY LTD	001237705	04/12/2015	13/02/2020	Ceased
SUPER WEALTH SERVICES PTY LTD	000414443	30/11/2011	05/11/2020	Ceased
Sacco, Joseph	001003501	01/06/2015	30/07/2020	Ceased
Shrestha, Bishal	001242011	18/05/2020	11/08/2020	Ceased
Speelman, Joshua	001236574	23/10/2015	16/03/2020	Ceased
Spitzkowsky, Katherine	001269177	24/05/2019	03/03/2020	Ceased
Stow, SARAH Jane	000448592	04/12/2015	13/02/2020	Ceased
THE L P FOLEY FAMILY TRUST	000426791	20/08/2012	07/08/2020	Ceased
THE TRUSTEE FOR ALEXANDER FAMILY TRUST	000428629	25/09/2012	30/04/2020	Ceased
THE TRUSTEE FOR ELLUL FAMILY TRUST	000428525	25/09/2012	28/04/2020	Ceased
THE TRUSTEE FOR EMPOWER FINANCIAL PLANNING TRUST	000428549	25/09/2012	13/07/2020	Ceased
THE TRUSTEE FOR ENVA UNIT TRUST	000458915	05/06/2014	04/05/2020	Ceased
THE TRUSTEE FOR ODYSSEY WEALTH MANAGEMENT TRUST	000435716	08/03/2013	14/12/2020	Ceased
THE TRUSTEE FOR P J BRADFORD TRUST	000428620	25/09/2012	15/06/2020	Ceased
THE TRUSTEE FOR T/FOR THE FREKEN UNIT TRUST	000428596	25/09/2012	20/04/2020	Ceased
THE TRUSTEE FOR THE CASH UNIT TRUST	000415267	24/06/2015	08/09/2020	Ceased
THE TRUSTEE FOR THE CLOVELLY INVESTMENT TRUST	000423015	13/06/2012	19/11/2020	Ceased
THE TRUSTEE FOR THE DEW FAMILY TRUST	000428555	25/09/2012	10/02/2020	Ceased
THE TRUSTEE FOR THE RECHTER FIVE FAMILY TRUST	000464427	02/09/2014	21/04/2020	Ceased
THOMPSON, LYNETTE SHIRLEY	000250752	04/06/2012	05/11/2020	Ceased
TIME WEALTH PROTECTION PTY LTD	001236573	23/10/2015	16/03/2020	Ceased
TRAHAIR, MARK EUGENE	000319803	23/02/2015	29/06/2020	Ceased
TRINITY ADVICE PTY LTD	001232711	07/06/2019	07/12/2020	Ceased
The Trustee for Gill Private Wealth Family Trust	001251965	14/02/2017	08/01/2020	Ceased
The Trustee for The VP Unit Trust	001249839	21/11/2016	08/09/2020	Ceased
VEITCH, RUSSELL	000250340	09/07/2012	14/02/2020	Ceased
VIRTUE PLANNING PTY LTD	000437247	09/04/2013	24/02/2020	Ceased
WANG, JENKIN	000250525	28/06/2012	09/12/2020	Ceased
WATSON, SCOTT D'ARCY	000263806	28/09/2012	25/02/2020	Ceased
WAVERLEY WEALTH MANAGEMENT PTY LTD	001254181	01/05/2017	10/02/2020	Ceased
WAYNE CADMAN & ASSOCIATES PTY LTD	000428505	25/09/2012	28/08/2020	Ceased
WEALTH DOMAIN PTY LTD	001237694	04/12/2015	18/06/2020	Ceased
WEALTH INSURED PTY LTD	000469755	03/12/2014	30/01/2020	Ceased
WELSH, MARTIN FRANCIS	000250521	18/08/2004	14/12/2020	Ceased
WHITFORD, REX	000253072	18/07/2008	15/01/2020	Ceased
WILSON, PAUL LISTER	000249759	01/01/2004	29/05/2020	Ceased
WINDOW, LUKE ALAN	000432316	18/12/2012	30/11/2020	Ceased
WIRTH, JAMES	000442286	12/06/2013	27/07/2020	Ceased
WOMEN ON WEALTH PTY. LTD.	001247635	09/09/2016	19/10/2020	Ceased
WSZOLA, EDWARD JOSEPH	000253088	01/01/2004	30/06/2020	Ceased
Wilde, Caryn Michelle	001265941	13/07/2018	14/08/2020	Ceased
de Bomford, Michael John	001244474	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	27	19.0%
FORTNUM ADVICE PTY LTD	12	8.5%
SYNCHRON ADVICE PTY LTD	10	7.0%
LIFESPAN FINANCIAL PLANNING PTY LTD	7	4.9%
AKUMIN FINANCIAL PLANNING PTY LIMITED	6	4.2%
BOSTON REED PTY LTD	5	3.5%
CHARTER FINANCIAL PLANNING LIMITED	5	3.5%
licence 237857	5	3.5%
ALLIANCE WEALTH PTY LTD	4	2.8%
MICHANNA WEALTH PTY LTD	3	2.1%
BLUEWATER FINANCIAL ADVISORS PTY LTD	3	2.1%
COMMUNITY BROKER NETWORK PTY LTD	3	2.1%
CAPSTONE FINANCIAL PLANNING PTY LTD	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 — 113
COUNT FINANCIAL LIMITED — 152
COMMUNITY BROKER NETWORK PTY LTD — 143
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 110
A.C.N. 155 907 681 PTY LTD — 197
LFI GROUP PTY LTD — 356
SYNCHRON ADVICE PTY LTD — 154
CLUB MARINE LIMITED — 259
MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD — 94
AUSURE PTY LTD — 91
RESILIUM INSURANCE BROKING PTY LTD — 105
HILLROSS FINANCIAL SERVICES LIMITED — 95
GPS WEALTH LTD — 96
MERIT WEALTH PTY LTD — 94

CHARTER FINANCIAL PLANNING LIMITED in other years

2022 — 132
2021 — 150
2019 — 198
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?

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.