Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2022
132 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2022 — 3.7% of its record, and 1.1% of everything that ended in Australia that year.
132ended in 2022
3.7%share of CHARTER FINANCIA
1.1%share of 2022
111also 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 2022
The 132 that ended in 2022
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ABBOTT, WARWICK STEVEN | 001004158 | 07/10/2019 | 29/11/2022 | Ceased |
| ASSURED FINANCIAL PARTNERS PTY. LTD. | 000442284 | 12/07/2013 | 15/07/2022 | Ceased |
| Attygalla, Rushan Manoj | 001258586 | 31/08/2018 | 01/04/2022 | Ceased |
| BANFIELD, DAVID MARTIN | 000249826 | 01/01/2004 | 16/12/2022 | Ceased |
| BANKS, MICHAEL | 000460645 | 29/04/2015 | 04/07/2022 | Ceased |
| BEAL, MICHAEL | 000468078 | 03/11/2014 | 18/07/2022 | Ceased |
| BELCHER, JASON Peter | 000465336 | 17/09/2014 | 18/03/2022 | Ceased |
| BELL, DONALD BENJAMAN | 001002778 | 24/01/2019 | 11/02/2022 | Ceased |
| BELLWETHER WEALTH STRATEGISTS PTY LTD | 000462700 | 04/08/2014 | 18/02/2022 | Ceased |
| BLACKETT, PETER EDWARD | 000294176 | 29/04/2015 | 04/07/2022 | Ceased |
| BOWMAN, JOHN FRANCIS | 000250758 | 24/05/2012 | 01/12/2022 | Ceased |
| BROADLEY, STUART NORMAN | 000250536 | 20/07/2012 | 25/09/2022 | Ceased |
| Baggio, Emily Jayne | 001251846 | 19/04/2018 | 30/09/2022 | Ceased |
| Barila, Celia Almeida | 001249166 | 27/10/2016 | 04/07/2022 | Ceased |
| Brown, Paul Edward | 001248295 | 09/01/2017 | 30/06/2022 | Ceased |
| CAMM, CHRISTOPHER DAVID | 000298438 | 05/03/2010 | 02/12/2022 | Ceased |
| CARR, REBECCA | 000296515 | 26/11/2018 | 25/03/2022 | Ceased |
| CATANIA, STEPHEN | 000304481 | 12/07/2013 | 15/07/2022 | Ceased |
| CHAI, PENNY | 000307338 | 09/07/2020 | 11/02/2022 | Ceased |
| CHENG, SI | 000469140 | 09/07/2020 | 02/09/2022 | Ceased |
| CHRISTENSEN, ATHOL SPENCER | 000242894 | 25/01/2008 | 30/09/2022 | Ceased |
| CHRISTOPHERSON, HUGH | 000455330 | 21/03/2014 | 30/09/2022 | Ceased |
| COOKE, DOUGLAS NEAL | 000250427 | 16/08/2012 | 20/12/2022 | Ceased |
| CORBETT, ALEXANDER JOHN | 000250938 | 01/01/2004 | 02/12/2022 | Ceased |
| CRASE, CATHERINE THERESE | 000293305 | 29/07/2019 | 07/11/2022 | Ceased |
| CZICHON, RALPH | 000249229 | 10/06/2020 | 04/07/2022 | Ceased |
| Corbett, Tracey Anne | 001269579 | 22/11/2018 | 02/12/2022 | Ceased |
| D'ALESSANDRI, JOHN ANTHONY | 000253001 | 09/07/2020 | 01/09/2022 | Ceased |
| D'CRUZ, CHRISTOPHER | 000249246 | 18/01/2021 | 01/12/2022 | Ceased |
| DAWSON, ROBERT ALAN | 000288283 | 10/05/2005 | 30/09/2022 | Ceased |
| DEBONO, DAVID | 000275432 | 12/07/2021 | 01/12/2022 | Ceased |
| DI MAURO, GIUSEPPE | 000250040 | 01/01/2004 | 16/12/2022 | Ceased |
| DI-LEO, QUE HONG | 000268502 | 09/07/2020 | 01/09/2022 | Ceased |
| DOBRIN, MICHAEL | 000250522 | 17/08/2012 | 30/09/2022 | Ceased |
| DUFFY, STEPHEN EDWARD | 000244804 | 08/09/2011 | 01/12/2022 | Ceased |
| Daly, Jordan William | 001270916 | 16/12/2020 | 01/12/2022 | Ceased |
| Dawson, Paul Michael | 001259232 | 12/07/2021 | 01/12/2022 | Ceased |
| Dowling, Angus Carson | 001245665 | 31/03/2021 | 12/09/2022 | Ceased |
| EDMONDSTON, ANTHONY PAUL | 000416967 | 23/11/2021 | 21/01/2022 | Ceased |
| EIGHT FINANCIAL PTY LTD | 000428548 | 25/09/2012 | 16/09/2022 | Ceased |
| ELLIS, DARRYL | 000239392 | 11/09/2012 | 30/09/2022 | Ceased |
| EMMERSON, DARYL | 000422840 | 07/06/2012 | 31/12/2022 | Ceased |
| FOTOPOULOS, BILL | 000249935 | 01/01/2004 | 30/09/2022 | Ceased |
| FRAIETTA, NICK | 000467212 | 20/10/2014 | 01/12/2022 | Ceased |
| FSS FINANCIAL SOLUTIONS PTY LTD | 000428571 | 25/09/2012 | 02/12/2022 | Ceased |
| Furlong, Paul Anthony | 001002042 | 20/12/2021 | 10/05/2022 | Ceased |
| GARTZONIS, VASILEIOS | 000291452 | 13/10/2009 | 30/09/2022 | Ceased |
| GLEESON, GERALD STEPHEN | 000231048 | 16/01/2014 | 30/09/2022 | Ceased |
| Geerdharry, Yanish | 001002360 | 20/08/2021 | 25/02/2022 | Ceased |
| HURST, DIGBY JOHN | 000405318 | 12/07/2013 | 15/07/2022 | Ceased |
| HUTCHISON, ANTHONY | 000252853 | 08/06/2005 | 29/06/2022 | Ceased |
| ILINKOVSKI, THOMAS | 000235775 | 31/01/2020 | 27/06/2022 | Ceased |
| JACKSON, DAVID JOHN | 000250655 | 29/08/2012 | 18/03/2022 | Ceased |
| JAMIL, ZAHID | 000250519 | 05/06/2012 | 23/03/2022 | Ceased |
| JOHANNESEN, ROSLYN ANN | 000252997 | 09/07/2020 | 01/09/2022 | Ceased |
| JOHNSON, ROSS HENRY | 000249836 | 01/01/2004 | 30/09/2022 | Ceased |
| JOHNSON, SIMON MATTHEW | 000296367 | 07/05/2013 | 16/12/2022 | Ceased |
| JONES, ANDREW ALASTAIR GIBBS | 000411211 | 24/05/2021 | 01/12/2022 | Ceased |
| Jia, Fenglin | 001265063 | 24/05/2021 | 01/09/2022 | Ceased |
| Jones, Daniel Graham | 001004344 | 31/03/2021 | 30/06/2022 | Ceased |
| KENNEDY, BELINDA RACHEL | 000466039 | 29/09/2014 | 18/03/2022 | Ceased |
| KHAN, SWAIF | 000309315 | 04/08/2014 | 18/02/2022 | Ceased |
| KOTSES, THEOTHORI | 000309403 | 29/09/2014 | 18/02/2022 | Ceased |
| KTA PTY LTD | 000428597 | 25/09/2012 | 01/12/2022 | Ceased |
| KUMAR, RAKESH | 001003832 | 07/07/2020 | 01/04/2022 | Ceased |
| KWA, SENG CHOON | 000250075 | 01/01/2004 | 16/09/2022 | Ceased |
| LOCKLEY DOWNS PTY. LTD. | 000428628 | 25/09/2012 | 01/12/2022 | Ceased |
| LUCAS, BRIAN LEONARD | 000249426 | 24/08/2005 | 03/11/2022 | Ceased |
| LUCLEY PTY. LTD. | 001251166 | 13/01/2017 | 01/03/2022 | Ceased |
| Laing, Louise | 001251325 | 17/11/2017 | 27/06/2022 | Ceased |
| Lim, Kuan Keng | 000331998 | 16/11/2020 | 01/12/2022 | Ceased |
| MAYLIN FINANCE AND INSURANCE SERVICES PTY LTD | 000428866 | 28/09/2012 | 01/03/2022 | Ceased |
| MCKENZIE, ALEXANDER WILLIAM | 000250498 | 09/08/2010 | 19/10/2022 | Ceased |
| MEGGITT, TIMOTHY | 000473483 | 27/02/2015 | 27/06/2022 | Ceased |
| MIKE BEAL PTY LTD | 000468077 | 03/11/2014 | 18/07/2022 | Ceased |
| MILLAR, KERRY ANNE | 000343772 | 25/08/2020 | 20/05/2022 | Ceased |
| MINNIE, CHRISTO | 000304780 | 22/08/2006 | 16/08/2022 | Ceased |
| MITCHELL, SHANE JAMES | 000275038 | 11/02/2009 | 18/07/2022 | Ceased |
| MOLLOY, MICHAEL JAMES | 000249916 | 01/01/2004 | 27/06/2022 | Ceased |
| Melito, Stefan Nicholas | 001242082 | 13/11/2019 | 21/10/2022 | Ceased |
| NAUTILUS FINANCIAL PLANNING PTY LTD | 000315299 | 12/07/2007 | 16/08/2022 | Ceased |
| NAVAKAS, RICHARD ALGIS | 000247639 | 24/05/2021 | 01/09/2022 | Ceased |
| NEXT WEALTH PTY LTD | 001262320 | 01/03/2018 | 15/12/2022 | Ceased |
| NGEOW PTY. LTD. | 001248283 | 28/09/2016 | 24/05/2022 | Ceased |
| NGEOW, YUEN LOY | 000365074 | 14/05/2012 | 24/05/2022 | Ceased |
| NICOLSON, ROBERT NEIL | 000249768 | 18/04/2006 | 30/11/2022 | Ceased |
| ONLY ADVICE PTY LTD | 001236287 | 14/10/2015 | 24/05/2022 | Ceased |
| PAYNE, BELINDA LEE | 001002906 | 03/06/2019 | 06/05/2022 | Ceased |
| PIZZATA, SALVATORE | 000273821 | 19/01/2006 | 16/09/2022 | Ceased |
| PLEXUS WEALTH PTY LTD | 000434726 | 07/02/2013 | 16/09/2022 | Ceased |
| PRIDDIS, LUKE MICHAEL | 000282583 | 24/11/2004 | 04/04/2022 | Ceased |
| PROSPER & GROW FINANCIAL SERVICES PTY LTD | 001235218 | 09/09/2015 | 01/12/2022 | Ceased |
| Patel, Chetankumar | 001004792 | 09/09/2015 | 01/12/2022 | Ceased |
| Pegler, Joshua James | 001251884 | 10/02/2017 | 01/12/2022 | Ceased |
| Peters, Josephine Everrie | 001295658 | 15/09/2022 | 22/09/2022 | Ceased |
| Phoon, Benjamin | 001238068 | 17/12/2015 | 05/10/2022 | Ceased |
| ROLL, DESMOND GORDON | 000249936 | 01/01/2004 | 27/06/2022 | Ceased |
| ROPER, CAROLYN | 000436944 | 18/07/2018 | 30/12/2022 | Ceased |
| ROTHGARD FINANCIAL PARTNERS PTY LTD | 000255219 | 01/01/2004 | 18/03/2022 | Ceased |
| SA STATE FINANCIAL SERVICES PTY LTD | 000297095 | 25/09/2012 | 01/09/2022 | Ceased |
| SAGGIOMO, GINO LORENZO | 000250736 | 01/01/2004 | 18/03/2022 | Ceased |
| SARIC, DUSICA | 000251687 | 01/10/2020 | 30/09/2022 | Ceased |
| SHEPPARD, PATRICK CHARLES | 000289212 | 29/05/2020 | 01/12/2022 | Ceased |
| SHRESTHA, KABINDRA | 000248252 | 01/10/2020 | 29/07/2022 | Ceased |
| SMITH, DOUGLAS | 000313142 | 17/06/2009 | 15/01/2022 | Ceased |
| STARBO PTY. LTD. | 001271199 | 13/12/2018 | 01/03/2022 | Ceased |
| STEFANI, BILL | 000249956 | 01/01/2004 | 30/09/2022 | Ceased |
| SULLIVAN, PATRICK ANTHONY | 000293647 | 17/11/2020 | 18/07/2022 | Ceased |
| Saraya, Assaad | 001239050 | 24/01/2018 | 30/09/2022 | Ceased |
| Springer, Rhys Harley Yarran | 001269248 | 14/11/2018 | 27/06/2022 | Ceased |
| Stansfield, Hannah Kay | 001233683 | 01/09/2022 | 02/12/2022 | Ceased |
| Sutherland, Daniel John | 001270551 | 07/12/2018 | 18/07/2022 | Ceased |
| TAYLOR, GRAHAM ANTHONY | 000317359 | 17/01/2013 | 25/03/2022 | Ceased |
| THE EBONY ROSE GROUP PTY LTD | 000250211 | 30/04/2012 | 01/04/2022 | Ceased |
| THE LUCAS FAMILY TRUST | 000428538 | 25/09/2012 | 03/11/2022 | Ceased |
| THE TRUSTEE FOR CHALKS TRUST | 000431741 | 05/12/2012 | 04/04/2022 | Ceased |
| THE TRUSTEE FOR DRB FINANCIAL ADVISERS DISCRETIONARY TRUST | 000403900 | 29/04/2015 | 04/07/2022 | Ceased |
| THE TRUSTEE FOR FML TRADING TRUST | 000428553 | 25/09/2012 | 18/07/2022 | Ceased |
| THE TRUSTEE FOR TAYLOR INVESTMENT TRUST | 000433286 | 17/01/2013 | 25/03/2022 | Ceased |
| THE TRUSTEE FOR THE ANTHONY FAMILY TRUST | 000464802 | 09/09/2014 | 17/11/2022 | Ceased |
| THOMAS, ANDREW SEAN | 000456666 | 16/04/2014 | 07/12/2022 | Ceased |
| THYER, KYM CLAY | 000249929 | 01/01/2004 | 01/12/2022 | Ceased |
| TRAN, MAN | 000423115 | 20/07/2012 | 13/04/2022 | Ceased |
| Tate, Andrew | 001261293 | 12/07/2018 | 02/09/2022 | Ceased |
| The Trustee for Future Financial Services | 001008003 | 05/05/2015 | 19/10/2022 | Ceased |
| VANDERWOLF, ROSS ALWYND | 000250735 | 01/01/2004 | 18/03/2022 | Ceased |
| Venditti, Remo Claudio Armando | 001254606 | 10/09/2019 | 18/07/2022 | Ceased |
| WEALTH MATRIX PTY LTD | 000365075 | 14/05/2012 | 24/05/2022 | Ceased |
| Woolley, Jamie Stuart | 001267910 | 28/09/2018 | 25/05/2022 | Ceased |
| YENBASE PTY LTD | 000250165 | 01/01/2004 | 16/12/2022 | Ceased |
| ZAMS STRATEGIC SOLUTIONS PTY LTD | 000252526 | 05/06/2012 | 23/03/2022 | Ceased |
| ZGOURAS, PETER | 000301653 | 19/04/2010 | 23/09/2022 | Ceased |
Where they were authorised next
92 of these 132 were followed by another authorisation elsewhere; 40 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| PSK ADVISORY SERVICES PTY LTD | 27 | 29.3% |
| COUNT FINANCIAL LIMITED | 7 | 7.6% |
| FITZPATRICKS PRIVATE WEALTH PTY LTD | 6 | 6.5% |
| INSPIRED FINANCIAL GROUP PTY LTD | 5 | 5.4% |
| INSIGHT INVESTMENT SERVICES PTY LTD | 5 | 5.4% |
| licence 237857 | 4 | 4.3% |
| TIPS POLARIS PTY LTD | 4 | 4.3% |
| OMEGA FINANCIAL STRATEGISTS PTY LTD | 3 | 3.3% |
| INFOCUS SECURITIES AUSTRALIA PTY LTD | 3 | 3.3% |
| RESPECT FINANCIAL SERVICES PTY LTD | 3 | 3.3% |
| CAPSTONE FINANCIAL PLANNING PTY LTD | 2 | 2.2% |
| INTERPRAC FINANCIAL PLANNING PTY LTD | 2 | 2.2% |
| ALLIANCE WEALTH PTY LTD | 2 | 2.2% |
| AKUMIN FINANCIAL PLANNING PTY LIMITED | 2 | 2.2% |
| HILLROSS FINANCIAL SERVICES LIMITED | 2 | 2.2% |
| SYMMETRY GROUP PTY LTD | 1 | 1.1% |
| INDUSTRY FUND SERVICES LIMITED | 1 | 1.1% |
| TOWNSEND COBAIN PTY LTD | 1 | 1.1% |
Other licensees that lost representatives in 2022
- AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 903
- BENDIGO AND ADELAIDE BANK LIMITED — 565
- AKUMIN FINANCIAL PLANNING PTY LIMITED — 151
- COMMUNITY BROKER NETWORK PTY LTD — 126
- ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 107
- A.C.N. 155 907 681 PTY LTD — 95
- LFI GROUP PTY LTD — 170
- SYNCHRON ADVICE PTY LTD — 182
- RESILIUM INSURANCE BROKING PTY LTD — 116
- CONSULTUM FINANCIAL ADVISERS PTY LTD — 100
- WICKLOW FUND SERVICES PTY LTD — 114
CHARTER FINANCIAL PLANNING LIMITED in other years
- 2021 — 150
- 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?
132 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.