Authorised representatives of CLIMB WEALTH PTY LTD
212 people and firms have been authorised to act for CLIMB WEALTH PTY LTD under AFS licence 409424 — the 134th largest of the 332 licensees with a page here. 12 of those authorisations are current; 207 have ended.
219authorisations
12current
207ended
164also authorised elsewhere
2011first on record
Why the licensee is the name that matters
An authorised representative acts for a licensee. Under AFCA's rules a complaint about a representative is normally made against the licensee — so if you dealt with someone on this page, CLIMB WEALTH PTY LTD is usually the name that goes on the complaint, not theirs.
164 of the 212 representatives here have also been authorised by at least one other licensee. For those, the dates decide which licensee answers for which advice. How to read the dates.
AFS licence 409424 · ABN/ACN 36146520390 · licensed since 21/10/2011 · New South Wales
Representatives of CLIMB WEALTH PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ABRAHAM, JERRY | 000303929 | 05/02/2020 | 16/06/2021 | Ceased |
| ACCOUNTABLE WEALTH MANAGEMENT PTY LTD | 000458841 | 03/06/2014 | 30/01/2019 | Ceased |
| ACCOUNTING FOR SUPER ADVISORY PTY LTD | 001247014 | 26/08/2016 | 15/06/2018 | Ceased |
| ALBUQUERQUE, ANTONIO | 000433976 | 03/06/2014 | 13/07/2018 | Ceased |
| ALLEN, MARK | 000471568 | 22/01/2015 | 14/11/2015 | Ceased |
| ALT SUPER PLUS PTY LTD | 000422862 | 07/06/2012 | 23/02/2017 | Ceased |
| ALWAR, HANS OLIVER | 000429637 | 17/07/2017 | 22/05/2018 | Ceased |
| APPLEYARD, CHRISTOPHER WAYNE | 000328685 | 07/05/2019 | 05/07/2019 | Ceased |
| ARCSTONE FINANCIAL SERVICES PTY LTD | 000319170 | 07/05/2019 | — | Current |
| AUSTRALIAN ADVISORY PTY LTD | 001259804 | 14/11/2017 | 22/05/2018 | Ceased |
| AUSTRALIAN FINANCE AND SECURITIES GROUP PTY. LTD. | 000431355 | 04/06/2019 | — | Current |
| AWESOME PROFESSIONAL SERVICES PTY LIMITED | 000252954 | 28/08/2013 | 30/06/2017 | Ceased |
| Ahmad, Khalid Naeem | 001236728 | 12/12/2017 | 06/06/2018 | Ceased |
| Anthony, Kennedy | 001251806 | 28/04/2017 | 29/04/2017 | Ceased |
| Arnott, Joshua David | 001246231 | 08/08/2016 | 01/09/2017 | Ceased |
| Arsecularatne, M Arachchiralalage Don Romesh Lushantha | 000448706 | 14/11/2013 | 03/12/2014 | Ceased |
| BEARD, CAMERON CHARLES | 000397987 | 01/05/2015 | 26/07/2018 | Ceased |
| BIALAS, BELINDA | 000427804 | 07/08/2017 | 31/08/2018 | Ceased |
| BLAKEY, MARGARET TERESA | 000414388 | 28/11/2011 | 30/06/2014 | Ceased |
| BOHLSEN, JUDY | 000439914 | 01/12/2017 | 04/06/2018 | Ceased |
| BRAND, STEVEN JOHN | 000271693 | 06/05/2019 | 23/06/2020 | Ceased |
| BRAY, STEPHEN JOHN | 000471546 | 21/01/2015 | 27/06/2018 | Ceased |
| BUSH & CAMPBELL SMSF ADVICE PTY LTD | 001248097 | 23/09/2016 | 14/08/2018 | Ceased |
| BYRNE, MATTHEW EDWARD | 000292225 | 20/06/2017 | 30/01/2019 | Ceased |
| Bolin, Wayne Philip | 001245115 | 11/12/2017 | 27/07/2018 | Ceased |
| Boulos, John | 001246232 | 08/08/2016 | 01/09/2017 | Ceased |
| Breakwell, Armin Siegfried | 000306888 | 16/04/2012 | 06/07/2018 | Ceased |
| Brits, Grant Tyson | 001257095 | 02/08/2017 | 07/08/2017 | Ceased |
| Brown, Kimberlee | 001246604 | 16/08/2016 | 16/07/2018 | Ceased |
| Brown, Neil James | 001245825 | 28/07/2016 | 21/06/2018 | Ceased |
| Budhiraja, Chetan | 001264265 | 06/05/2019 | 23/06/2020 | Ceased |
| CASKAN HOLDINGS PTY LTD | 000425414 | 26/07/2012 | 04/03/2016 | Ceased |
| CATALYST ADVICE PTY LTD | 001242753 | 06/09/2016 | 11/05/2018 | Ceased |
| CAUFIELD, DESMOND ANTHONY | 000471543 | 21/01/2015 | 07/03/2018 | Ceased |
| CAUFIELD, MAREE JANE | 000471544 | 21/01/2015 | 22/07/2016 | Ceased |
| CHENEY, GARY | 000453302 | 13/02/2014 | 27/09/2015 | Ceased |
| CICCIA, JOSEPH | 000439072 | 16/05/2013 | 31/08/2018 | Ceased |
| CLEVER ADVICE PTY LTD | 001312508 | 21/10/2024 | 01/10/2025 | Ceased |
| COMPLETE CAPITAL PTY LTD | 000456807 | 06/05/2019 | — | Current |
| COX, DANIEL ROBERT | 000339519 | 06/05/2019 | 23/06/2020 | Ceased |
| CRAIG, MARGARET | 000436023 | 13/03/2013 | 13/07/2018 | Ceased |
| Cameron, Kahla Ann | 001238029 | 23/08/2016 | 25/05/2018 | Ceased |
| Close, David Alan | 001255235 | 22/01/2018 | 30/04/2018 | Ceased |
| Curley, John | 001253274 | 28/03/2017 | 22/06/2018 | Ceased |
| DAMOLE PTY LTD | 001302211 | 10/02/2023 | 23/07/2025 | Ceased |
| DAVIDSON, MATTHEW LEIGH | 000296951 | 27/05/2019 | 23/06/2020 | Ceased |
| DAVIDSON, MATTHEW LEIGH | 000296951 | 20/01/2025 | — | Current |
| DAVIES, MARGRETH | 000438495 | 18/12/2019 | 01/06/2023 | Ceased |
| DELAHUNT, EDWARD ANDREW | 000252952 | 28/08/2013 | 30/06/2017 | Ceased |
| DUBASH, EDDIE | 000302970 | 05/02/2020 | 16/06/2021 | Ceased |
| DUNLOP, KEVIN NOEL | 000388551 | 08/11/2011 | 05/09/2016 | Ceased |
| DUNLOP, ROXLEY THOMAS | 000413572 | 08/11/2011 | 05/09/2016 | Ceased |
| DUTTA, MADAN MOHAN | 000248320 | 08/10/2015 | 15/06/2018 | Ceased |
| Elliott, Ryan Jack | 001258543 | 06/05/2019 | 05/07/2019 | Ceased |
| FINANCIAL SPECTRUM PTY LTD | 001008120 | 14/05/2019 | — | Current |
| FLOYD, KYM WILLIAM | 000342937 | 01/02/2020 | 22/07/2020 | Ceased |
| FOX, MICHAEL JAMES | 000232228 | 28/04/2017 | 18/05/2018 | Ceased |
| FRASER SCOTT FINANCIAL ADVISORY PTY LTD | 000439151 | 19/05/2013 | 30/06/2014 | Ceased |
| FRASER SCOTT FINANCIAL ADVISORY PTY LTD | 000439151 | 18/08/2014 | 30/09/2015 | Ceased |
| FS FINANCIAL PLANNING PTY LTD | 001250596 | 13/12/2016 | 11/10/2017 | Ceased |
| FUTUREPROFIT FINANCIAL SERVICES PTY LTD | 000471566 | 22/01/2015 | 14/11/2015 | Ceased |
| GARDNER BROWN FINANCIAL SERVICES PTY LTD | 000460112 | 10/06/2014 | 21/06/2018 | Ceased |
| GARDNER, GEOFFREY | 000460113 | 18/06/2014 | 21/06/2018 | Ceased |
| GASSAN HAWI PTY LTD | 001008198 | 01/05/2015 | 04/06/2018 | Ceased |
| GHEDIA, HASMUKH GOVIND | 000284951 | 26/03/2013 | 13/07/2018 | Ceased |
| GRACE, FRANCES MARION | 000414826 | 07/12/2011 | 16/07/2018 | Ceased |
| GREIG, ROBERT GEORGE | 001235074 | 03/09/2015 | 08/02/2016 | Ceased |
| GRIFFIN FINANCIAL ADVISORY PTY LTD | 000422230 | 11/09/2015 | 15/06/2018 | Ceased |
| GRIFFIN, KEVIN BARRIE | 000422231 | 11/09/2015 | 15/06/2018 | Ceased |
| Greig, Robert | 001234019 | 31/07/2015 | 30/08/2016 | Ceased |
| Guo, Yuanrui | 001241079 | 15/04/2016 | 07/12/2016 | Ceased |
| H & R BLOCK LIMITED | 001246230 | 08/08/2016 | 01/09/2017 | Ceased |
| HANCOCK, DAVID MICHAEL | 000400635 | 14/05/2019 | 23/06/2020 | Ceased |
| HANRAHAN, PAUL ANDREW | 000289666 | 04/05/2019 | 23/06/2020 | Ceased |
| HARMAN HOUSE PTY LTD | 000414331 | 25/11/2011 | 30/06/2014 | Ceased |
| HAWI, GASSAN | 000343991 | 08/10/2015 | 04/06/2018 | Ceased |
| HE, JIA | 000325737 | 20/01/2017 | 04/06/2018 | Ceased |
| HENDERSON, STEPHEN JOHN | 000391190 | 23/11/2011 | 29/06/2018 | Ceased |
| HERREEN, JENNIFER ANNE | 000306725 | 16/04/2012 | 06/07/2018 | Ceased |
| HILL, NICHOLAS JON | 000471545 | 21/01/2015 | 27/06/2018 | Ceased |
| HOLMES, MICHAEL | 000308464 | 01/03/2013 | 30/04/2014 | Ceased |
| INFINITE ZEPHYR & WEALTH PTY LTD | 001268024 | 10/07/2023 | 01/08/2025 | Ceased |
| INSURANCE BROKER PTY LTD | 000464937 | 10/09/2014 | 13/07/2018 | Ceased |
| JACOBSEN, DIANNA CAROL | 000336407 | 14/05/2019 | 23/06/2020 | Ceased |
| JAD FINANCIAL MANAGEMENT PTY LTD | 001242387 | 23/05/2016 | 04/06/2018 | Ceased |
| JAMES, PETER CHARLES | 000444188 | 23/08/2013 | 23/09/2015 | Ceased |
| JAYDON FINANCIAL SOLUTIONS PTY LTD | 000455917 | 02/04/2014 | 03/12/2014 | Ceased |
| JNP ADVISORY PTY LIMITED | 000465210 | 15/09/2014 | 28/06/2018 | Ceased |
| JNR FINANCIAL SERVICES PTY LTD | 000439913 | 01/12/2017 | 04/06/2018 | Ceased |
| JNR FINANCIAL SERVICES PTY LTD | 000439913 | 19/05/2020 | — | Current |
| JOHNSTONE, CAMERON MATTHEW | 000439071 | 16/05/2013 | 30/09/2016 | Ceased |
| Jain, Paridhi | 001299589 | 19/10/2022 | — | Current |
| KANARIS, ANTHONY JAMES | 000425415 | 26/07/2012 | 04/03/2016 | Ceased |
| KANG, MIN SOO | 000423781 | 27/05/2016 | 22/05/2018 | Ceased |
| KARLUSIC, DENIS | 000425416 | 26/07/2012 | 04/03/2016 | Ceased |
| KAYAL, WIDAD | 000279585 | 23/12/2017 | 04/06/2018 | Ceased |
| KDA GROUP SMSF STRATEGISTS PTY LTD | 000413571 | 08/11/2011 | 05/09/2016 | Ceased |
| KENNETT, LACHLAN WADE | 000412868 | 27/10/2017 | 18/05/2018 | Ceased |
| KITE, JOHN MAXWELL | 000286281 | 29/06/2016 | 04/06/2018 | Ceased |
| KMT WEALTH STRATEGISTS (SA) PTY LTD | 000364439 | 28/04/2017 | 18/05/2018 | Ceased |
| KNUCKEY, ROSS | 000231806 | 07/08/2017 | 31/08/2018 | Ceased |
| Kelly, Aidan Eugene | 001243370 | 14/05/2019 | 18/07/2019 | Ceased |
| Kennedy, Anthony Ronald | 001254184 | 28/04/2017 | 22/09/2017 | Ceased |
| LANZILLI, ROBERT | 000471540 | 21/01/2015 | 27/06/2018 | Ceased |
| LBS ADVISERS PTY LTD | 001239767 | 28/06/2016 | 25/05/2018 | Ceased |
| LINDQVIST, CLINTON MICHAEL | 000414246 | 23/11/2011 | 03/07/2018 | Ceased |
| LIU, KIN PONG | 001247667 | 12/09/2016 | 13/07/2018 | Ceased |
| LR & JM NIPPER | 000418844 | 14/03/2012 | 31/03/2014 | Ceased |
| Le, David Anh | 001252592 | 07/03/2017 | 04/07/2018 | Ceased |
| M.A.WYLIE & CO PTY LTD | 000329164 | 30/03/2016 | 30/09/2016 | Ceased |
| MALLER, ALISON | 000471567 | 22/01/2015 | 14/11/2015 | Ceased |
| MARCHINGO, ALAN LIONEL | 000439067 | 16/05/2013 | 10/03/2016 | Ceased |
| MCAULEY, PETER | 000231788 | 28/07/2017 | 04/06/2018 | Ceased |
| MCNAUGHTON, PHILIP BRUCE | 000388552 | 23/11/2011 | 29/06/2018 | Ceased |
| MD & GM INVESTMENTS PTY LTD | 000441976 | 08/07/2013 | 26/09/2015 | Ceased |
| MEDCAPITAL WEALTH MANAGEMENT PTY LTD | 001256187 | 05/07/2017 | 04/06/2018 | Ceased |
| MGI CANBERRA SUPER PTY LTD | 001245116 | 11/12/2017 | 27/07/2018 | Ceased |
| MGI SMSF SERVICES PTY LTD | 001244471 | 18/01/2018 | 27/07/2018 | Ceased |
| MGI SUPER ADVISORY (SA) PTY LTD | 000471539 | 21/01/2015 | 16/07/2018 | Ceased |
| MONEY INTELLIGENCE FINANCE PTY LTD | 000437814 | 23/12/2017 | 04/06/2018 | Ceased |
| MONTARA WEALTH PTY LIMITED | 001263452 | 14/05/2019 | 19/02/2021 | Ceased |
| MORRIS, GARRY SAMUEL | 000271776 | 07/10/2019 | 23/06/2020 | Ceased |
| MOSS MUNRO HUNT PTY LIMITED | 000339616 | 26/03/2012 | 30/09/2015 | Ceased |
| MOSS, DAVID MARK | 000337573 | 26/03/2012 | 30/09/2015 | Ceased |
| MULA, JOSEPH | 000402147 | 20/10/2014 | 15/09/2015 | Ceased |
| Mackay, Robert Brandon | 001236797 | 30/10/2015 | 15/11/2016 | Ceased |
| Makkar, Gurvir | 001246233 | 08/08/2016 | 01/09/2017 | Ceased |
| Moutasallem, Farah | 001258344 | 15/09/2017 | 16/09/2017 | Ceased |
| Mwanaafrika, Gabs | 001258665 | 16/01/2018 | 15/05/2018 | Ceased |
| N1 LOANS PTY LTD | 000436020 | 21/01/2017 | 04/06/2018 | Ceased |
| NELSON R & BRENDA H THOMAS | 000416515 | 18/01/2012 | 11/05/2017 | Ceased |
| NETWORTH ACCOUNTING & CONSULTING PTY LTD | 000414658 | 06/12/2011 | 22/05/2018 | Ceased |
| NIPPER, LANCELOT ROY | 000418845 | 14/03/2012 | 31/03/2014 | Ceased |
| NORTHWARD INSURANCE PTY LTD | 001318168 | 31/10/2025 | — | Current |
| Ncube, Brigadier | 001273194 | 22/07/2019 | 23/06/2020 | Ceased |
| Nguyen, Trang Kieu | 001235157 | 19/12/2017 | 19/06/2018 | Ceased |
| Nichols, Frances | 001248748 | 14/10/2016 | 26/07/2017 | Ceased |
| ONG, ALLAN PER LENG | 000464938 | 10/09/2014 | 13/07/2018 | Ceased |
| PBR CAPITAL PTY LTD | 000383688 | 27/10/2025 | 30/03/2026 | Ceased |
| PCJ DISTRIBUTORS PTY LIMITED | 000444187 | 23/08/2013 | 23/09/2015 | Ceased |
| PEACOCKE SMSF SERVICES PTY LTD | 001253275 | 28/03/2017 | 22/06/2018 | Ceased |
| PENGILLY, JUSTIN ROBERT | 000439073 | 16/05/2013 | 31/08/2018 | Ceased |
| PERERA, NALIN BERNARD | 000436221 | 18/03/2013 | 03/08/2018 | Ceased |
| PERROT'S SMSF ACCOUNTING PTY LTD | 000439068 | 16/05/2013 | 21/02/2018 | Ceased |
| PERROT, SHAYNE STANLEY | 000439069 | 16/05/2013 | 21/02/2018 | Ceased |
| PHILLIPS, JASON | 000465211 | 15/09/2014 | 28/06/2018 | Ceased |
| PIKE, BENJAMIN DAVID | 000298628 | 06/09/2016 | 02/04/2018 | Ceased |
| PILLAY, INDERASAN | 000232135 | 19/12/2013 | 17/08/2018 | Ceased |
| PINTO, NOELIA CUSTODIO | 000418519 | 11/12/2017 | 27/07/2018 | Ceased |
| PISANI SMSF ADVISORS PTY LTD | 001240488 | 29/03/2016 | 13/07/2018 | Ceased |
| PISANI, STEPHEN SAVERIO | 000289854 | 29/03/2016 | 13/07/2018 | Ceased |
| PPC FINANCIAL SERVICES PTY LTD | 000337284 | 19/12/2013 | 17/08/2018 | Ceased |
| PR FINANCIAL SERVICES PTY LTD | 000311982 | 01/11/2013 | 27/09/2015 | Ceased |
| PRIDEROCK WEALTH PTY. LTD. | 001001086 | 16/01/2018 | 15/05/2018 | Ceased |
| PROTECTED LIFE PTY LTD | 001009068 | 25/03/2020 | — | Current |
| PURE ADVICE PTY LTD | 000355028 | 20/06/2017 | 30/01/2019 | Ceased |
| Parsons, Shane | 001246464 | 12/08/2016 | 20/10/2017 | Ceased |
| Peri, Raghava Rao | 001258345 | 15/09/2017 | 03/10/2017 | Ceased |
| REES, MARK | 000236020 | 05/12/2025 | — | Current |
| ROBINS, ANGELA | 000471542 | 21/01/2015 | 27/06/2018 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 2 | 0.9% |
| 2025 | 6 | 2.7% |
| 2023 | 1 | 0.5% |
| 2021 | 3 | 1.4% |
| 2020 | 15 | 6.8% |
| 2019 | 6 | 2.7% |
| 2018 | 110 | 50.2% |
| 2017 | 19 | 8.7% |
| 2016 | 18 | 8.2% |
| 2015 | 16 | 7.3% |
| 2014 | 10 | 4.6% |
| 2013 | 1 | 0.5% |
Licensees of a similar size
- AVISO GROUP PARTNERS PTY LTD — 236
- OREANA FINANCIAL SERVICES PTY LTD — 235
- NOVUS CAPITAL LIMITED — 228
- MARSH ADVANTAGE INSURANCE PTY LTD — 227
- THE ADVICE EXCHANGE PTY LTD — 224
- ALTERNATIVE MEDIA PTY LTD — 224
- AXIES PTY. LTD. — 222
- AKAMBO PTY LTD — 219
- LIFESTYLE ASSET MANAGEMENT PTY LTD — 218
- ADVICE EVOLUTION PTY LTD — 218
- MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD — 217
- HUNTER GREEN PTY LTD — 213
- HAVANA FINANCIAL SERVICES PTY LTD — 213
- ANSVAR INSURANCE LIMITED — 207
- AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD — 207
Money lost after advice you were given?
219 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.