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.

150ended in 2021

4.2%share of CHARTER FINANCIA

1.0%share of 2021

108also 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 2021

The 150 that ended in 2021

CHARTER FINANCIAL PLANNING LIMITED, ended 2021, alphabetical
Representative	Number	From	To	Status
3 WISHEZ PTY LTD	000432279	18/12/2012	13/08/2021	Ceased
ADVENTUREMENT PTY LTD	000290908	31/03/2015	25/08/2021	Ceased
AFFLECK, WARRICK RANDALL	000250553	03/09/2012	31/03/2021	Ceased
ALLEN, MICHAEL ROBERT	000330716	06/10/2008	03/02/2021	Ceased
ALTUS EX GFS PTY LTD	000428578	25/09/2012	13/05/2021	Ceased
ANNE CAVENAGH PTY LTD	000290843	15/05/2015	01/10/2021	Ceased
AUSTRALIAN FINANCIAL PLANNING SOLUTIONS PTY LTD	000315370	14/08/2012	25/05/2021	Ceased
AVANES, JULIETTE	000250789	24/05/2005	30/11/2021	Ceased
Alexander, Suzanne	000458264	22/05/2014	12/02/2021	Ceased
Allie, Connie Rose	000413529	08/05/2020	30/06/2021	Ceased
BALAGHEE, DHARMARAJEN	000341905	30/01/2020	01/09/2021	Ceased
BERGIN, PETER IAN	000249891	01/01/2004	30/11/2021	Ceased
BIRD, RODNEY BRIAN	001002788	30/11/2015	13/12/2021	Ceased
BOON WEALTH SOLUTIONS PTY LTD	001259727	10/11/2017	15/01/2021	Ceased
BRASHLEE BUSINESS GROUP PTY LTD	001259742	13/12/2013	12/07/2021	Ceased
BROADLAND NE INVESTMENTS PTY LTD	000428539	25/09/2012	01/02/2021	Ceased
BRYSON WEALTH SOLUTIONS PTY LTD	001268014	04/10/2018	15/12/2021	Ceased
BRYSON, VICKI	000309330	01/10/2014	15/12/2021	Ceased
BURGESS, KEIRAN BEDE	000249924	01/01/2004	05/05/2021	Ceased
BURGESS, PHILLIP MARK	000333883	22/07/2010	31/07/2021	Ceased
BURKINSHAW, IAN RUPERT	000250572	16/07/2012	29/12/2021	Ceased
Bailey, Joanne Lesley	001268619	24/10/2018	16/04/2021	Ceased
Boon, Christopher James	001003399	10/11/2017	15/01/2021	Ceased
Bryant, Kim Maree	001004631	09/04/2021	16/08/2021	Ceased
CADMAN, GRAHAM WAYNE	000250674	13/08/2012	12/11/2021	Ceased
CALAN WEALTH MANAGEMENT PTY LTD	001252159	21/02/2017	06/12/2021	Ceased
CAREDES, GEORGE MICHAEL	000250639	11/06/2004	13/05/2021	Ceased
CAVENAGH, ANNE MARGURITE	000290842	15/05/2015	01/10/2021	Ceased
CENTURION WEALTH ADVISERS PTY LTD	001234060	04/08/2015	15/01/2021	Ceased
CHATER, GLEN DALE	000320542	29/07/2014	30/11/2021	Ceased
CHOKE, CALAN	000336265	21/02/2017	06/12/2021	Ceased
CHOSID, BENJAMIN	000303905	19/08/2016	01/04/2021	Ceased
CHRISTOPHERSON, MARK ANTHONY	000249960	11/08/2010	31/12/2021	Ceased
CLAYDEN, MICHAEL JOHN	000284361	22/05/2018	03/02/2021	Ceased
COGLEY PTY. LTD.	001248403	04/10/2016	23/07/2021	Ceased
CONOLLY, JOANNE RENEE	000300795	23/05/2018	30/11/2021	Ceased
CORNELL, CHARLES	000242299	20/10/2011	31/05/2021	Ceased
COX, JOSEPH RONALD	001002795	22/04/2020	03/12/2021	Ceased
CULLINANE, PAUL	000423937	29/06/2012	13/04/2021	Ceased
CURRY, SAMUEL ALEXANDER	000314552	14/08/2012	25/05/2021	Ceased
Chandler, Justin David	000362955	03/09/2012	17/12/2021	Ceased
Cummings, David Robert	001233074	01/07/2015	10/12/2021	Ceased
Cunningham, Joshua	001262319	01/03/2018	06/07/2021	Ceased
DORE, HALEY	000470080	16/06/2015	09/04/2021	Ceased
DRC FINANCIAL SERVICES PTY. LTD.	001247259	01/09/2016	10/12/2021	Ceased
DUNCAN, LESLEY DANA	000250316	09/03/2007	17/09/2021	Ceased
DUNN, PETER GEORGE	000249861	01/01/2004	26/11/2021	Ceased
Darby, John Andrew	000243596	03/05/2021	30/11/2021	Ceased
ELLIS, JAN MICHELLE	000249745	01/01/2004	30/11/2021	Ceased
EMPOWER LENDING SOLUTIONS PTY. LTD.	001254110	27/04/2017	18/02/2021	Ceased
Foster, Sarah Ann	001272564	20/12/2018	18/06/2021	Ceased
GAMBLE, STEPHEN LOUIS	000271558	01/10/2012	15/12/2021	Ceased
GHATLEY PTY. LTD.	001279776	06/01/2020	23/07/2021	Ceased
GILBERT, MARC PERCIVAL ARTHUR	000288245	16/05/2007	13/05/2021	Ceased
GIOKARIS, ANGELA	000449834	05/12/2013	08/03/2021	Ceased
GRAND JETE HOLDINGS PTY LTD	001256600	18/07/2017	23/07/2021	Ceased
GRAY, PETER LAWRENCE	000249775	01/01/2004	31/12/2021	Ceased
George, Allyce May	001259633	08/11/2017	25/08/2021	Ceased
HARKNESS, BRAYDEN	000468944	01/08/2016	11/03/2021	Ceased
HENMAN, BARRIE JOHN	000237799	01/08/2007	01/12/2021	Ceased
HERMAN, JAMES ALEXANDER	000250325	12/06/2012	17/09/2021	Ceased
HOGAN, CAROLINE ROSEMARY	000282433	10/11/2020	30/06/2021	Ceased
HUGHES, ANDREW ROBERT	000337418	20/05/2014	09/07/2021	Ceased
Harrison, Emily Rose	001271159	13/12/2018	29/01/2021	Ceased
Hone, Nicholas Colin	001268540	22/10/2018	21/06/2021	Ceased
ION, TREVOR PAUL	000250734	03/08/2012	03/05/2021	Ceased
JANKELOW, ANTHONY NEIL	000292961	13/02/2006	26/04/2021	Ceased
JONES, NIGEL ADRIAN	000250414	30/05/2012	13/12/2021	Ceased
JONES, PHILIP	000450255	13/12/2013	12/07/2021	Ceased
JULIUS, ANDREW JOHN	000274067	05/11/2015	12/08/2021	Ceased
KALAITZOGLOU, HIPPOCRATES	000414724	07/12/2011	13/08/2021	Ceased
KEYSTONE ADVICE PARTNERS PTY LTD	000330717	06/10/2008	03/02/2021	Ceased
KNIGHTS FINANCIAL SOLUTIONS PTY LTD	000275619	28/05/2012	21/06/2021	Ceased
KURIS, ALBERT	000354679	25/01/2013	06/12/2021	Ceased
KYRIAKOPOULOS, HARRY	000275985	28/05/2012	21/06/2021	Ceased
Keane, Michael Terrance	001007869	30/04/2015	01/02/2021	Ceased
Key, Jamie Harry	001259691	17/04/2019	08/01/2021	Ceased
Khabbaz-Saberi, Shiva	001258108	22/07/2020	19/11/2021	Ceased
LARRONDO, ROBERTO	000401278	29/07/2014	18/02/2021	Ceased
LEENHEERS, PERRY ANTHONY	000249820	01/01/2004	26/03/2021	Ceased
LEWIS, DAVID R	000250793	20/07/2012	01/08/2021	Ceased
LIFESTYLE ADVISERS PTY LTD	000338242	15/06/2009	01/02/2021	Ceased
Leong, Janrene	001269478	21/11/2018	06/12/2021	Ceased
Lord, Rodney Carlyle Turner	001008121	08/05/2015	26/11/2021	Ceased
Lucas, David Leslie	001250147	01/12/2016	15/12/2021	Ceased
MACKLIN, SUSAN ELIZABETH	000249774	15/04/2013	01/11/2021	Ceased
MADDERN, DAVID	000309307	04/02/2015	31/03/2021	Ceased
MAINE ROAD PTY LTD	001250109	30/11/2016	08/02/2021	Ceased
MANSELL, LUKE RUSSELL	000422499	30/10/2015	13/05/2021	Ceased
MAY, RHETT MAURICE	000250487	30/04/2012	09/11/2021	Ceased
MAYLIN, PHILIP	000274749	19/06/2012	15/12/2021	Ceased
MCLEOD, ROY	000239312	31/03/2015	13/09/2021	Ceased
MGA FINANCIAL SERVICES PTY LTD	000428618	25/09/2012	13/05/2021	Ceased
MIFSUD, GREGORY	000287870	02/05/2005	13/05/2021	Ceased
MORRIS, LEIGH	000431324	26/08/2014	08/01/2021	Ceased
Mandic, Matej	001269460	20/11/2018	02/07/2021	Ceased
Miller, Andrew John	001245995	19/07/2017	16/08/2021	Ceased
NETTO, DESMOND	000250355	29/05/2013	15/02/2021	Ceased
NEXT CHAPTER FINANCIAL PLANNING PTY LTD	000472112	04/02/2015	31/03/2021	Ceased
NEYLAND, MARK	000319604	03/07/2012	01/02/2021	Ceased
NGUYEN, MONICA	000420181	13/04/2012	08/11/2021	Ceased
NONNENMACHER, PETER	000247641	12/07/2021	27/10/2021	Ceased
NOWLAND, SCOTT REGAN	000258236	26/11/2013	30/06/2021	Ceased
Napier, Thomas John	001235900	30/09/2015	11/06/2021	Ceased
Nelson, William	001234061	04/08/2015	15/01/2021	Ceased
O'Brien, Joanne Lesley	001265959	13/07/2018	30/11/2021	Ceased
O'Byrne, Bill	000250970	03/09/2012	30/11/2021	Ceased
O'CONNOR, GEOFFREY CLIVE	000250788	10/09/2012	01/10/2021	Ceased
O'SHEA, THOMAS JOSEPH	000340860	19/05/2015	31/12/2021	Ceased
OBST, STEPHEN JOHN	000292611	19/10/2012	05/02/2021	Ceased
ORMAN, KATHRYN PHYLLIS ANNE	000268319	31/03/2015	25/08/2021	Ceased
PAJODA INVESTMENTS PTY LTD	000328419	01/08/2008	08/01/2021	Ceased
PANTE, DANIEL ANTHONY	000333009	30/11/2016	08/02/2021	Ceased
PBI MORTGAGES PTY LTD	001253002	20/03/2017	10/09/2021	Ceased
PBI MORTGAGES PTY LTD	001253002	11/09/2021	21/09/2021	Ceased
PEAK FINANCIAL MANAGEMENT PTY LTD	000237692	01/10/2007	01/12/2021	Ceased
PETER DUNN AND ASSOCIATES PTY LTD	000428605	25/09/2012	01/07/2021	Ceased
PINCARD PTY LTD	000428567	25/09/2012	13/04/2021	Ceased
PRESTIGE PLANNING PTY LTD	001259906	17/11/2017	01/02/2021	Ceased
PROSPAERUM PTY LTD	000433614	25/01/2013	06/12/2021	Ceased
Perumathanthri, Janith Dinuka	001263899	27/11/2019	25/10/2021	Ceased
RICE, WAYNE	000250709	20/06/2012	11/02/2021	Ceased
RIGBY, MATTHEW	000467567	24/10/2014	29/10/2021	Ceased
RUWOLDT-KEEL, WENDY	000321124	07/01/2008	30/11/2021	Ceased
Rethati, Melissa Jane	001270970	12/12/2018	13/05/2021	Ceased
SCHNEIDER, RODERICK ASHLEY	000313626	08/11/2017	24/05/2021	Ceased
SEYMOUR, KELLIE LEE	000242467	11/09/2012	15/11/2021	Ceased
SNIBSON, RUSSELL GARTH	000327391	20/07/2012	01/07/2021	Ceased
SOVECHLES & ASSOCIATES PTY. LIMITED	000428532	25/09/2012	04/03/2021	Ceased
SOVECHLES, GEORGE	000275324	28/04/2004	04/03/2021	Ceased
STEWART, CAMERON	000248388	18/12/2014	31/05/2021	Ceased
STUING PTY. LTD.	001250950	03/01/2017	23/07/2021	Ceased
SULLIVAN, MICHAEL JOHN	000239494	18/12/2014	10/05/2021	Ceased
Sakharova, Leah Maire	001271741	18/12/2018	08/01/2021	Ceased
Summerville, Allira Rhiannon	001264082	16/05/2018	30/11/2021	Ceased
T.I.M.E. PARTNERS PTY LIMITED	000240343	31/03/2015	13/09/2021	Ceased
TANDA FINANCIAL SERVICES PTY LTD	001259642	08/11/2017	24/05/2021	Ceased
THE TRUSTEE FOR SCOTT NOWLAND TRUST	000448589	26/11/2013	30/06/2021	Ceased
THE TRUSTEE FOR THE BROADLEY UNIT TRUST	000343074	20/07/2012	23/07/2021	Ceased
THE TRUSTEE FOR THE SULLIVAN INVESTMENT TRUST	000470580	18/12/2014	10/05/2021	Ceased
THE WEALTH SOLUTIONS GROUP PTY LTD	000428511	25/09/2012	26/04/2021	Ceased
THRIVE PLAN PTY LTD	001256624	19/07/2017	16/08/2021	Ceased
TREVOR ION FINANCIAL SERVICES PTY LTD	000250267	03/08/2012	03/05/2021	Ceased
TUCKER, PETER GEOFFREY	000250014	01/01/2004	20/10/2021	Ceased
ULRICK, SHYLEA	000268730	23/10/2009	01/02/2021	Ceased
V1VRV2 PTY LTD	001253949	19/04/2017	19/05/2021	Ceased
VIVIAN, KYM JAMES	000250378	24/08/2012	30/11/2021	Ceased
VIVIAN, PETER JAMES	000250730	24/08/2012	30/11/2021	Ceased
WHITBREAD, SCOTT	000438987	15/05/2013	30/11/2021	Ceased
ZHANG, ZHENG HAI	000250538	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	6	9.5%
LOYALTY FINANCIAL SERVICES PTY LTD	6	9.5%
ALTUS FINANCIAL SERVICES PTY LTD	5	7.9%
SYNCHRON ADVICE PTY LTD	4	6.3%
RI ADVICE GROUP PTY LTD	4	6.3%
AVALONFS PTY LTD	3	4.8%
GPS WEALTH LTD	3	4.8%
CAPSTONE FINANCIAL PLANNING PTY LTD	3	4.8%
CHPW FINANCIAL PTY LTD	2	3.2%
CHARTER FINANCIAL PLANNING LIMITED	2	3.2%
AKUMIN FINANCIAL PLANNING PTY LIMITED	2	3.2%
HILLROSS FINANCIAL SERVICES LIMITED	2	3.2%
WATERSHED DEALER SERVICES PTY LTD	2	3.2%
NEXTPLAN FINANCIAL PTY LTD	2	3.2%
CONSULTUM FINANCIAL ADVISERS PTY LTD	2	3.2%
FORTNUM PRIVATE WEALTH LTD	2	3.2%
INFOCUS SECURITIES AUSTRALIA PTY LTD	1	1.6%
HARLEN FINANCIAL PTY LTD	1	1.6%

Other licensees that lost representatives in 2021

AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 1,416
BENDIGO AND ADELAIDE BANK LIMITED — 646
AKUMIN FINANCIAL PLANNING PTY LIMITED — 347
AUSTRALIAN WARRANTY NETWORK PTY LTD — 99
ALLIANZ AUSTRALIA INSURANCE LIMITED — 125
ARETE RISK & INSURANCE PARTNERS PTY LTD — 596
SQUARETRADE AUSTRALIA PTY LTD — 1,010
COMMUNITY BROKER NETWORK PTY LTD — 145
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 125
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 135
ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 93
INSURANCE ADVISERNET AUSTRALIA PTY LIMITED — 141
A.C.N. 155 907 681 PTY LTD — 768
LFI GROUP PTY LTD — 193

CHARTER FINANCIAL PLANNING LIMITED in other years

2022 — 132
2020 — 250
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?

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.