# Representatives who left CHARTER FINANCIAL PLANNING LIMITED in 2021 — afs-rep

> 150 authorisations by CHARTER FINANCIAL PLANNING LIMITED ended during 2021.

## Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2021

150 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2021 — 4.2% of its record, and 1.0% 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 2021](/ceased/2021.md)

### The 150 that ended in 2021

*CHARTER FINANCIAL PLANNING LIMITED, ended 2021, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 3 WISHEZ PTY LTD | [000432279](/search.md) | 18/12/2012 | 13/08/2021 | Ceased |
| ADVENTUREMENT PTY LTD | [000290908](/search.md) | 31/03/2015 | 25/08/2021 | Ceased |
| AFFLECK, WARRICK RANDALL | [000250553](/search.md) | 03/09/2012 | 31/03/2021 | Ceased |
| ALLEN, MICHAEL ROBERT | [000330716](/search.md) | 06/10/2008 | 03/02/2021 | Ceased |
| ALTUS EX GFS PTY LTD | [000428578](/search.md) | 25/09/2012 | 13/05/2021 | Ceased |
| ANNE CAVENAGH PTY LTD | [000290843](/search.md) | 15/05/2015 | 01/10/2021 | Ceased |
| AUSTRALIAN FINANCIAL PLANNING SOLUTIONS PTY LTD | [000315370](/search.md) | 14/08/2012 | 25/05/2021 | Ceased |
| AVANES, JULIETTE | [000250789](/search.md) | 24/05/2005 | 30/11/2021 | Ceased |
| Alexander, Suzanne | [000458264](/search.md) | 22/05/2014 | 12/02/2021 | Ceased |
| Allie, Connie Rose | [000413529](/search.md) | 08/05/2020 | 30/06/2021 | Ceased |
| BALAGHEE, DHARMARAJEN | [000341905](/search.md) | 30/01/2020 | 01/09/2021 | Ceased |
| BERGIN, PETER IAN | [000249891](/search.md) | 01/01/2004 | 30/11/2021 | Ceased |
| BIRD, RODNEY BRIAN | [001002788](/search.md) | 30/11/2015 | 13/12/2021 | Ceased |
| BOON WEALTH SOLUTIONS PTY LTD | [001259727](/search.md) | 10/11/2017 | 15/01/2021 | Ceased |
| BRASHLEE BUSINESS GROUP PTY LTD | [001259742](/search.md) | 13/12/2013 | 12/07/2021 | Ceased |
| BROADLAND NE INVESTMENTS PTY LTD | [000428539](/search.md) | 25/09/2012 | 01/02/2021 | Ceased |
| BRYSON WEALTH SOLUTIONS PTY LTD | [001268014](/search.md) | 04/10/2018 | 15/12/2021 | Ceased |
| BRYSON, VICKI | [000309330](/search.md) | 01/10/2014 | 15/12/2021 | Ceased |
| BURGESS, KEIRAN BEDE | [000249924](/search.md) | 01/01/2004 | 05/05/2021 | Ceased |
| BURGESS, PHILLIP MARK | [000333883](/search.md) | 22/07/2010 | 31/07/2021 | Ceased |
| BURKINSHAW, IAN RUPERT | [000250572](/search.md) | 16/07/2012 | 29/12/2021 | Ceased |
| Bailey, Joanne Lesley | [001268619](/search.md) | 24/10/2018 | 16/04/2021 | Ceased |
| Boon, Christopher James | [001003399](/search.md) | 10/11/2017 | 15/01/2021 | Ceased |
| Bryant, Kim Maree | [001004631](/search.md) | 09/04/2021 | 16/08/2021 | Ceased |
| CADMAN, GRAHAM WAYNE | [000250674](/search.md) | 13/08/2012 | 12/11/2021 | Ceased |
| CALAN WEALTH MANAGEMENT PTY LTD | [001252159](/search.md) | 21/02/2017 | 06/12/2021 | Ceased |
| CAREDES, GEORGE MICHAEL | [000250639](/search.md) | 11/06/2004 | 13/05/2021 | Ceased |
| CAVENAGH, ANNE MARGURITE | [000290842](/search.md) | 15/05/2015 | 01/10/2021 | Ceased |
| CENTURION WEALTH ADVISERS PTY LTD | [001234060](/search.md) | 04/08/2015 | 15/01/2021 | Ceased |
| CHATER, GLEN DALE | [000320542](/search.md) | 29/07/2014 | 30/11/2021 | Ceased |
| CHOKE, CALAN | [000336265](/search.md) | 21/02/2017 | 06/12/2021 | Ceased |
| CHOSID, BENJAMIN | [000303905](/search.md) | 19/08/2016 | 01/04/2021 | Ceased |
| CHRISTOPHERSON, MARK ANTHONY | [000249960](/search.md) | 11/08/2010 | 31/12/2021 | Ceased |
| CLAYDEN, MICHAEL JOHN | [000284361](/search.md) | 22/05/2018 | 03/02/2021 | Ceased |
| COGLEY PTY. LTD. | [001248403](/search.md) | 04/10/2016 | 23/07/2021 | Ceased |
| CONOLLY, JOANNE RENEE | [000300795](/search.md) | 23/05/2018 | 30/11/2021 | Ceased |
| CORNELL, CHARLES | [000242299](/search.md) | 20/10/2011 | 31/05/2021 | Ceased |
| COX, JOSEPH RONALD | [001002795](/search.md) | 22/04/2020 | 03/12/2021 | Ceased |
| CULLINANE, PAUL | [000423937](/search.md) | 29/06/2012 | 13/04/2021 | Ceased |
| CURRY, SAMUEL ALEXANDER | [000314552](/search.md) | 14/08/2012 | 25/05/2021 | Ceased |
| Chandler, Justin David | [000362955](/search.md) | 03/09/2012 | 17/12/2021 | Ceased |
| Cummings, David Robert | [001233074](/search.md) | 01/07/2015 | 10/12/2021 | Ceased |
| Cunningham, Joshua | [001262319](/search.md) | 01/03/2018 | 06/07/2021 | Ceased |
| DORE, HALEY | [000470080](/search.md) | 16/06/2015 | 09/04/2021 | Ceased |
| DRC FINANCIAL SERVICES PTY. LTD. | [001247259](/search.md) | 01/09/2016 | 10/12/2021 | Ceased |
| DUNCAN, LESLEY DANA | [000250316](/search.md) | 09/03/2007 | 17/09/2021 | Ceased |
| DUNN, PETER GEORGE | [000249861](/search.md) | 01/01/2004 | 26/11/2021 | Ceased |
| Darby, John Andrew | [000243596](/search.md) | 03/05/2021 | 30/11/2021 | Ceased |
| ELLIS, JAN MICHELLE | [000249745](/search.md) | 01/01/2004 | 30/11/2021 | Ceased |
| EMPOWER LENDING SOLUTIONS PTY. LTD. | [001254110](/search.md) | 27/04/2017 | 18/02/2021 | Ceased |
| Foster, Sarah Ann | [001272564](/search.md) | 20/12/2018 | 18/06/2021 | Ceased |
| GAMBLE, STEPHEN LOUIS | [000271558](/search.md) | 01/10/2012 | 15/12/2021 | Ceased |
| GHATLEY PTY. LTD. | [001279776](/search.md) | 06/01/2020 | 23/07/2021 | Ceased |
| GILBERT, MARC PERCIVAL ARTHUR | [000288245](/search.md) | 16/05/2007 | 13/05/2021 | Ceased |
| GIOKARIS, ANGELA | [000449834](/search.md) | 05/12/2013 | 08/03/2021 | Ceased |
| GRAND JETE HOLDINGS PTY LTD | [001256600](/search.md) | 18/07/2017 | 23/07/2021 | Ceased |
| GRAY, PETER LAWRENCE | [000249775](/search.md) | 01/01/2004 | 31/12/2021 | Ceased |
| George, Allyce May | [001259633](/search.md) | 08/11/2017 | 25/08/2021 | Ceased |
| HARKNESS, BRAYDEN | [000468944](/search.md) | 01/08/2016 | 11/03/2021 | Ceased |
| HENMAN, BARRIE JOHN | [000237799](/search.md) | 01/08/2007 | 01/12/2021 | Ceased |
| HERMAN, JAMES ALEXANDER | [000250325](/search.md) | 12/06/2012 | 17/09/2021 | Ceased |
| HOGAN, CAROLINE ROSEMARY | [000282433](/search.md) | 10/11/2020 | 30/06/2021 | Ceased |
| HUGHES, ANDREW ROBERT | [000337418](/search.md) | 20/05/2014 | 09/07/2021 | Ceased |
| Harrison, Emily Rose | [001271159](/search.md) | 13/12/2018 | 29/01/2021 | Ceased |
| Hone, Nicholas Colin | [001268540](/search.md) | 22/10/2018 | 21/06/2021 | Ceased |
| ION, TREVOR PAUL | [000250734](/search.md) | 03/08/2012 | 03/05/2021 | Ceased |
| JANKELOW, ANTHONY NEIL | [000292961](/search.md) | 13/02/2006 | 26/04/2021 | Ceased |
| JONES, NIGEL ADRIAN | [000250414](/search.md) | 30/05/2012 | 13/12/2021 | Ceased |
| JONES, PHILIP | [000450255](/search.md) | 13/12/2013 | 12/07/2021 | Ceased |
| JULIUS, ANDREW JOHN | [000274067](/search.md) | 05/11/2015 | 12/08/2021 | Ceased |
| KALAITZOGLOU, HIPPOCRATES | [000414724](/search.md) | 07/12/2011 | 13/08/2021 | Ceased |
| KEYSTONE ADVICE PARTNERS PTY LTD | [000330717](/search.md) | 06/10/2008 | 03/02/2021 | Ceased |
| KNIGHTS FINANCIAL SOLUTIONS PTY LTD | [000275619](/search.md) | 28/05/2012 | 21/06/2021 | Ceased |
| KURIS, ALBERT | [000354679](/search.md) | 25/01/2013 | 06/12/2021 | Ceased |
| KYRIAKOPOULOS, HARRY | [000275985](/search.md) | 28/05/2012 | 21/06/2021 | Ceased |
| Keane, Michael Terrance | [001007869](/search.md) | 30/04/2015 | 01/02/2021 | Ceased |
| Key, Jamie Harry | [001259691](/search.md) | 17/04/2019 | 08/01/2021 | Ceased |
| Khabbaz-Saberi, Shiva | [001258108](/search.md) | 22/07/2020 | 19/11/2021 | Ceased |
| LARRONDO, ROBERTO | [000401278](/search.md) | 29/07/2014 | 18/02/2021 | Ceased |
| LEENHEERS, PERRY ANTHONY | [000249820](/search.md) | 01/01/2004 | 26/03/2021 | Ceased |
| LEWIS, DAVID R | [000250793](/search.md) | 20/07/2012 | 01/08/2021 | Ceased |
| LIFESTYLE ADVISERS PTY LTD | [000338242](/search.md) | 15/06/2009 | 01/02/2021 | Ceased |
| Leong, Janrene | [001269478](/search.md) | 21/11/2018 | 06/12/2021 | Ceased |
| Lord, Rodney Carlyle Turner | [001008121](/search.md) | 08/05/2015 | 26/11/2021 | Ceased |
| Lucas, David Leslie | [001250147](/search.md) | 01/12/2016 | 15/12/2021 | Ceased |
| MACKLIN, SUSAN ELIZABETH | [000249774](/search.md) | 15/04/2013 | 01/11/2021 | Ceased |
| MADDERN, DAVID | [000309307](/search.md) | 04/02/2015 | 31/03/2021 | Ceased |
| MAINE ROAD PTY LTD | [001250109](/search.md) | 30/11/2016 | 08/02/2021 | Ceased |
| MANSELL, LUKE RUSSELL | [000422499](/search.md) | 30/10/2015 | 13/05/2021 | Ceased |
| MAY, RHETT MAURICE | [000250487](/search.md) | 30/04/2012 | 09/11/2021 | Ceased |
| MAYLIN, PHILIP | [000274749](/search.md) | 19/06/2012 | 15/12/2021 | Ceased |
| MCLEOD, ROY | [000239312](/search.md) | 31/03/2015 | 13/09/2021 | Ceased |
| MGA FINANCIAL SERVICES PTY LTD | [000428618](/search.md) | 25/09/2012 | 13/05/2021 | Ceased |
| MIFSUD, GREGORY | [000287870](/search.md) | 02/05/2005 | 13/05/2021 | Ceased |
| MORRIS, LEIGH | [000431324](/search.md) | 26/08/2014 | 08/01/2021 | Ceased |
| Mandic, Matej | [001269460](/search.md) | 20/11/2018 | 02/07/2021 | Ceased |
| Miller, Andrew John | [001245995](/search.md) | 19/07/2017 | 16/08/2021 | Ceased |
| NETTO, DESMOND | [000250355](/search.md) | 29/05/2013 | 15/02/2021 | Ceased |
| NEXT CHAPTER FINANCIAL PLANNING PTY LTD | [000472112](/search.md) | 04/02/2015 | 31/03/2021 | Ceased |
| NEYLAND, MARK | [000319604](/search.md) | 03/07/2012 | 01/02/2021 | Ceased |
| NGUYEN, MONICA | [000420181](/search.md) | 13/04/2012 | 08/11/2021 | Ceased |
| NONNENMACHER, PETER | [000247641](/search.md) | 12/07/2021 | 27/10/2021 | Ceased |
| NOWLAND, SCOTT REGAN | [000258236](/search.md) | 26/11/2013 | 30/06/2021 | Ceased |
| Napier, Thomas John | [001235900](/search.md) | 30/09/2015 | 11/06/2021 | Ceased |
| Nelson, William | [001234061](/search.md) | 04/08/2015 | 15/01/2021 | Ceased |
| O'Brien, Joanne Lesley | [001265959](/search.md) | 13/07/2018 | 30/11/2021 | Ceased |
| O'Byrne, Bill | [000250970](/search.md) | 03/09/2012 | 30/11/2021 | Ceased |
| O'CONNOR, GEOFFREY CLIVE | [000250788](/search.md) | 10/09/2012 | 01/10/2021 | Ceased |
| O'SHEA, THOMAS JOSEPH | [000340860](/search.md) | 19/05/2015 | 31/12/2021 | Ceased |
| OBST, STEPHEN JOHN | [000292611](/search.md) | 19/10/2012 | 05/02/2021 | Ceased |
| ORMAN, KATHRYN PHYLLIS ANNE | [000268319](/search.md) | 31/03/2015 | 25/08/2021 | Ceased |
| PAJODA INVESTMENTS PTY LTD | [000328419](/search.md) | 01/08/2008 | 08/01/2021 | Ceased |
| PANTE, DANIEL ANTHONY | [000333009](/search.md) | 30/11/2016 | 08/02/2021 | Ceased |
| PBI MORTGAGES PTY LTD | [001253002](/search.md) | 20/03/2017 | 10/09/2021 | Ceased |
| PBI MORTGAGES PTY LTD | [001253002](/search.md) | 11/09/2021 | 21/09/2021 | Ceased |
| PEAK FINANCIAL MANAGEMENT PTY LTD | [000237692](/search.md) | 01/10/2007 | 01/12/2021 | Ceased |
| PETER DUNN AND ASSOCIATES PTY LTD | [000428605](/search.md) | 25/09/2012 | 01/07/2021 | Ceased |
| PINCARD PTY LTD | [000428567](/search.md) | 25/09/2012 | 13/04/2021 | Ceased |
| PRESTIGE PLANNING PTY LTD | [001259906](/search.md) | 17/11/2017 | 01/02/2021 | Ceased |
| PROSPAERUM PTY LTD | [000433614](/search.md) | 25/01/2013 | 06/12/2021 | Ceased |
| Perumathanthri, Janith Dinuka | [001263899](/search.md) | 27/11/2019 | 25/10/2021 | Ceased |
| RICE, WAYNE | [000250709](/search.md) | 20/06/2012 | 11/02/2021 | Ceased |
| RIGBY, MATTHEW | [000467567](/search.md) | 24/10/2014 | 29/10/2021 | Ceased |
| RUWOLDT-KEEL, WENDY | [000321124](/search.md) | 07/01/2008 | 30/11/2021 | Ceased |
| Rethati, Melissa Jane | [001270970](/search.md) | 12/12/2018 | 13/05/2021 | Ceased |
| SCHNEIDER, RODERICK ASHLEY | [000313626](/search.md) | 08/11/2017 | 24/05/2021 | Ceased |
| SEYMOUR, KELLIE LEE | [000242467](/search.md) | 11/09/2012 | 15/11/2021 | Ceased |
| SNIBSON, RUSSELL GARTH | [000327391](/search.md) | 20/07/2012 | 01/07/2021 | Ceased |
| SOVECHLES & ASSOCIATES PTY. LIMITED | [000428532](/search.md) | 25/09/2012 | 04/03/2021 | Ceased |
| SOVECHLES, GEORGE | [000275324](/search.md) | 28/04/2004 | 04/03/2021 | Ceased |
| STEWART, CAMERON | [000248388](/search.md) | 18/12/2014 | 31/05/2021 | Ceased |
| STUING PTY. LTD. | [001250950](/search.md) | 03/01/2017 | 23/07/2021 | Ceased |
| SULLIVAN, MICHAEL JOHN | [000239494](/search.md) | 18/12/2014 | 10/05/2021 | Ceased |
| Sakharova, Leah Maire | [001271741](/search.md) | 18/12/2018 | 08/01/2021 | Ceased |
| Summerville, Allira Rhiannon | [001264082](/search.md) | 16/05/2018 | 30/11/2021 | Ceased |
| T.I.M.E. PARTNERS PTY LIMITED | [000240343](/search.md) | 31/03/2015 | 13/09/2021 | Ceased |
| TANDA FINANCIAL SERVICES PTY LTD | [001259642](/search.md) | 08/11/2017 | 24/05/2021 | Ceased |
| THE TRUSTEE FOR SCOTT NOWLAND TRUST | [000448589](/search.md) | 26/11/2013 | 30/06/2021 | Ceased |
| THE TRUSTEE FOR THE BROADLEY UNIT TRUST | [000343074](/search.md) | 20/07/2012 | 23/07/2021 | Ceased |
| THE TRUSTEE FOR THE SULLIVAN INVESTMENT TRUST | [000470580](/search.md) | 18/12/2014 | 10/05/2021 | Ceased |
| THE WEALTH SOLUTIONS GROUP PTY LTD | [000428511](/search.md) | 25/09/2012 | 26/04/2021 | Ceased |
| THRIVE PLAN PTY LTD | [001256624](/search.md) | 19/07/2017 | 16/08/2021 | Ceased |
| TREVOR ION FINANCIAL SERVICES PTY LTD | [000250267](/search.md) | 03/08/2012 | 03/05/2021 | Ceased |
| TUCKER, PETER GEOFFREY | [000250014](/search.md) | 01/01/2004 | 20/10/2021 | Ceased |
| ULRICK, SHYLEA | [000268730](/search.md) | 23/10/2009 | 01/02/2021 | Ceased |
| V1VRV2 PTY LTD | [001253949](/search.md) | 19/04/2017 | 19/05/2021 | Ceased |
| VIVIAN, KYM JAMES | [000250378](/search.md) | 24/08/2012 | 30/11/2021 | Ceased |
| VIVIAN, PETER JAMES | [000250730](/search.md) | 24/08/2012 | 30/11/2021 | Ceased |
| WHITBREAD, SCOTT | [000438987](/search.md) | 15/05/2013 | 30/11/2021 | Ceased |
| ZHANG, ZHENG HAI | [000250538](/search.md) | 29/10/2009 | 30/11/2021 | Ceased |

### Where they were authorised next

63 of these 150 were followed by another authorisation elsewhere; 87 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| [ALLIANCE WEALTH PTY LTD](/licensee/alliance-wealth-pty-ltd.md) | 6 | 9.5% |
| [LOYALTY FINANCIAL SERVICES PTY LTD](/licensee/loyalty-financial-services-pty-ltd.md) | 6 | 9.5% |
| ALTUS FINANCIAL SERVICES PTY LTD | 5 | 7.9% |
| [SYNCHRON ADVICE PTY LTD](/licensee/synchron-advice-pty-ltd.md) | 4 | 6.3% |
| [RI ADVICE GROUP PTY LTD](/licensee/ri-advice-group-pty-ltd.md) | 4 | 6.3% |
| [AVALONFS PTY LTD](/licensee/avalonfs-pty-ltd.md) | 3 | 4.8% |
| [GPS WEALTH LTD](/licensee/gps-wealth-ltd.md) | 3 | 4.8% |
| [CAPSTONE FINANCIAL PLANNING PTY LTD](/licensee/capstone-financial-planning-pty-ltd.md) | 3 | 4.8% |
| [CHPW FINANCIAL PTY LTD](/licensee/chpw-financial-pty-ltd.md) | 2 | 3.2% |
| [CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited.md) | 2 | 3.2% |
| [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited.md) | 2 | 3.2% |
| [HILLROSS FINANCIAL SERVICES LIMITED](/licensee/hillross-financial-services-limited.md) | 2 | 3.2% |
| [WATERSHED DEALER SERVICES PTY LTD](/licensee/watershed-dealer-services-pty-ltd.md) | 2 | 3.2% |
| [NEXTPLAN FINANCIAL PTY LTD](/licensee/nextplan-financial-pty-ltd.md) | 2 | 3.2% |
| [CONSULTUM FINANCIAL ADVISERS PTY LTD](/licensee/consultum-financial-advisers-pty-ltd.md) | 2 | 3.2% |
| [FORTNUM PRIVATE WEALTH LTD](/licensee/fortnum-private-wealth-ltd.md) | 2 | 3.2% |
| [INFOCUS SECURITIES AUSTRALIA PTY LTD](/licensee/infocus-securities-australia-pty-ltd.md) | 1 | 1.6% |
| HARLEN FINANCIAL PTY LTD | 1 | 1.6% |

### Other licensees that lost representatives in 2021

- [AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD](/licensee/australian-life-insurance-distribution-pty-ltd/2021.md) — 1,416
- [BENDIGO AND ADELAIDE BANK LIMITED](/licensee/bendigo-and-adelaide-bank-limited/2021.md) — 646
- [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited/2021.md) — 347
- [AUSTRALIAN WARRANTY NETWORK PTY LTD](/licensee/australian-warranty-network-pty-ltd/2021.md) — 99
- [ALLIANZ AUSTRALIA INSURANCE LIMITED](/licensee/allianz-australia-insurance-limited/2021.md) — 125
- [ARETE RISK & INSURANCE PARTNERS PTY LTD](/licensee/arete-risk-insurance-partners-pty-ltd/2021.md) — 596
- [SQUARETRADE AUSTRALIA PTY LTD](/licensee/squaretrade-australia-pty-ltd/2021.md) — 1,010
- [COMMUNITY BROKER NETWORK PTY LTD](/licensee/community-broker-network-pty-ltd/2021.md) — 145
- [AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED](/licensee/australia-and-new-zealand-banking-group-limited/2021.md) — 125
- [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd/2021.md) — 135
- [ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED](/licensee/elders-insurance-underwriting-agency-pty-limited/2021.md) — 93
- [INSURANCE ADVISERNET AUSTRALIA PTY LIMITED](/licensee/insurance-advisernet-australia-pty-limited/2021.md) — 141
- [A.C.N. 155 907 681 PTY LTD](/licensee/a-c-n-155-907-681-pty-ltd/2021.md) — 768
- [LFI GROUP PTY LTD](/licensee/lfi-group-pty-ltd/2021.md) — 193

### CHARTER FINANCIAL PLANNING LIMITED in other years

- [2022](/licensee/charter-financial-planning-limited/2022.md) — 132
- [2020](/licensee/charter-financial-planning-limited/2020.md) — 250
- [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?

150 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/2021/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19