Authorisations by CLIMB WEALTH PTY LTD that ended in 2018
110 of the 219 authorisations granted by CLIMB WEALTH PTY LTD ended during 2018 — 50.2% of its record, and 0.8% of everything that ended in Australia that year.
110ended in 2018
50.2%share of CLIMB WEALTH PTY
0.8%share of 2018
91also authorised elsewhere
If you were advised by one of these people on or before their end date, CLIMB WEALTH PTY LTD 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 219 authorisations by CLIMB WEALTH PTY LTD · Everything that ended in 2018
The 110 that ended in 2018
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ACCOUNTING FOR SUPER ADVISORY PTY LTD | 001247014 | 26/08/2016 | 15/06/2018 | Ceased |
| ALBUQUERQUE, ANTONIO | 000433976 | 03/06/2014 | 13/07/2018 | Ceased |
| ALWAR, HANS OLIVER | 000429637 | 17/07/2017 | 22/05/2018 | Ceased |
| AUSTRALIAN ADVISORY PTY LTD | 001259804 | 14/11/2017 | 22/05/2018 | Ceased |
| Ahmad, Khalid Naeem | 001236728 | 12/12/2017 | 06/06/2018 | Ceased |
| BEARD, CAMERON CHARLES | 000397987 | 01/05/2015 | 26/07/2018 | Ceased |
| BIALAS, BELINDA | 000427804 | 07/08/2017 | 31/08/2018 | Ceased |
| BOHLSEN, JUDY | 000439914 | 01/12/2017 | 04/06/2018 | 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 |
| Bolin, Wayne Philip | 001245115 | 11/12/2017 | 27/07/2018 | Ceased |
| Breakwell, Armin Siegfried | 000306888 | 16/04/2012 | 06/07/2018 | Ceased |
| Brown, Kimberlee | 001246604 | 16/08/2016 | 16/07/2018 | Ceased |
| Brown, Neil James | 001245825 | 28/07/2016 | 21/06/2018 | Ceased |
| CATALYST ADVICE PTY LTD | 001242753 | 06/09/2016 | 11/05/2018 | Ceased |
| CAUFIELD, DESMOND ANTHONY | 000471543 | 21/01/2015 | 07/03/2018 | Ceased |
| CICCIA, JOSEPH | 000439072 | 16/05/2013 | 31/08/2018 | 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 |
| DUTTA, MADAN MOHAN | 000248320 | 08/10/2015 | 15/06/2018 | Ceased |
| FOX, MICHAEL JAMES | 000232228 | 28/04/2017 | 18/05/2018 | 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 |
| GRIFFIN FINANCIAL ADVISORY PTY LTD | 000422230 | 11/09/2015 | 15/06/2018 | Ceased |
| GRIFFIN, KEVIN BARRIE | 000422231 | 11/09/2015 | 15/06/2018 | 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 |
| INSURANCE BROKER PTY LTD | 000464937 | 10/09/2014 | 13/07/2018 | Ceased |
| JAD FINANCIAL MANAGEMENT PTY LTD | 001242387 | 23/05/2016 | 04/06/2018 | 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 |
| KANG, MIN SOO | 000423781 | 27/05/2016 | 22/05/2018 | Ceased |
| KAYAL, WIDAD | 000279585 | 23/12/2017 | 04/06/2018 | 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 |
| 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 |
| Le, David Anh | 001252592 | 07/03/2017 | 04/07/2018 | Ceased |
| MCAULEY, PETER | 000231788 | 28/07/2017 | 04/06/2018 | Ceased |
| MCNAUGHTON, PHILIP BRUCE | 000388552 | 23/11/2011 | 29/06/2018 | 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 |
| Mwanaafrika, Gabs | 001258665 | 16/01/2018 | 15/05/2018 | Ceased |
| N1 LOANS PTY LTD | 000436020 | 21/01/2017 | 04/06/2018 | Ceased |
| NETWORTH ACCOUNTING & CONSULTING PTY LTD | 000414658 | 06/12/2011 | 22/05/2018 | Ceased |
| Nguyen, Trang Kieu | 001235157 | 19/12/2017 | 19/06/2018 | Ceased |
| ONG, ALLAN PER LENG | 000464938 | 10/09/2014 | 13/07/2018 | 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 |
| PRIDEROCK WEALTH PTY. LTD. | 001001086 | 16/01/2018 | 15/05/2018 | Ceased |
| ROBINS, ANGELA | 000471542 | 21/01/2015 | 27/06/2018 | Ceased |
| ROCCA ADVISORY PTY LTD | 001243479 | 27/06/2016 | 29/06/2018 | Ceased |
| Randhawa, Hari Singh | 001250578 | 13/12/2016 | 16/07/2018 | Ceased |
| Rocca, Pasquale | 001243478 | 27/06/2016 | 29/06/2018 | Ceased |
| SCHAFER, NEIL EDWARD | 000458840 | 03/06/2014 | 20/06/2018 | Ceased |
| SCRIMA, JOANNA KATE | 000471541 | 21/01/2015 | 16/07/2018 | Ceased |
| SHETH FINANCIAL PLANNING PTY LIMITED | 000323895 | 23/06/2014 | 29/06/2018 | Ceased |
| SHETH, SUHRID | 000449035 | 23/06/2014 | 29/06/2018 | Ceased |
| SIK, MICHAEL | 000458254 | 22/02/2017 | 21/06/2018 | Ceased |
| STRATEGY 360 WEALTH PTY LTD | 000433975 | 03/06/2014 | 04/07/2018 | Ceased |
| SUBSTANTIAL FINANCIAL PTY. LTD. | 000420241 | 16/04/2012 | 06/07/2018 | Ceased |
| SUN, JACKY | 001255525 | 16/06/2017 | 10/05/2018 | Ceased |
| SUPERESTATE PTY. LTD. | 001257096 | 02/08/2017 | 05/10/2018 | Ceased |
| SUPERVANTAGE FINANCIAL SERVICES PTY LTD | 000464939 | 10/09/2014 | 13/07/2018 | Ceased |
| Smith, Jacqueline Anne | 001250163 | 18/01/2018 | 27/07/2018 | Ceased |
| Solano, Salvatore | 001247013 | 26/08/2016 | 15/06/2018 | Ceased |
| Strain, Malcolm | 001248761 | 14/10/2016 | 04/06/2018 | Ceased |
| TCHAPPAT, MARK STEPHEN | 000414247 | 23/11/2011 | 28/06/2018 | Ceased |
| THE ADVISER GROUP (AUSTRALIA) PTY LTD | 000295517 | 17/07/2013 | 13/07/2018 | Ceased |
| THE TRUSTEE FOR ALPHA PEAK ADVISORY UNIT TRUST | 001249766 | 22/02/2017 | 21/06/2018 | Ceased |
| TK ADVISERS & ASSOCIATES PTY LTD | 000448997 | 27/05/2016 | 22/06/2018 | Ceased |
| TK ADVISERS & ASSOCIATES PTY LTD | 001246069 | 03/08/2016 | 22/05/2018 | Ceased |
| TOOMA, PHEBE | 000414659 | 06/12/2011 | 22/05/2018 | Ceased |
| TOWER ACCOUNTANTS PTY. LTD. | 000442157 | 10/07/2013 | 03/08/2018 | Ceased |
| TSA, NIGEL KING SING | 000424637 | 27/05/2016 | 22/05/2018 | Ceased |
| UBT ACCOUNTANTS PTY LTD | 000414245 | 23/11/2011 | 03/07/2018 | Ceased |
| Uden, Daniel Robert | 001248096 | 23/09/2016 | 14/08/2018 | Ceased |
| VILLAGE ACCOUNTANTS (SA) PTY. LTD. | 000278267 | 07/08/2017 | 31/08/2018 | Ceased |
| VRTARIC, JOHN | 000234927 | 23/05/2016 | 04/06/2018 | Ceased |
| WWR FINANCIAL SERVICES PTY LTD | 000440605 | 14/06/2013 | 31/08/2018 | Ceased |
| WYLIE, MARK ANDREW | 000227912 | 12/07/2017 | 10/05/2018 | Ceased |
| Wahhab, Susan | 000232258 | 23/12/2017 | 04/06/2018 | Ceased |
| Whelan, Helen Maree | 001255572 | 18/01/2018 | 27/07/2018 | Ceased |
| Wu, Xi | 001260284 | 30/11/2017 | 07/03/2018 | Ceased |
| Xu, Tian | 001251608 | 01/02/2017 | 31/05/2018 | Ceased |
Where they were authorised next
78 of these 110 were followed by another authorisation elsewhere; 32 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| licence 334400 | 32 | 41.0% |
| SPARK ADVISORS AUSTRALIA PTY LTD | 16 | 20.5% |
| MERIT WEALTH PTY LTD | 14 | 17.9% |
| SYNCHRON ADVICE PTY LTD | 3 | 3.8% |
| ICONIC PARTNERS PTY LTD | 3 | 3.8% |
| licence 445113 | 2 | 2.6% |
| LIFESPAN FINANCIAL PLANNING PTY LTD | 1 | 1.3% |
| SANLAM PRIVATE WEALTH PTY LTD | 1 | 1.3% |
| licence 238279 | 1 | 1.3% |
| CONSILIUM ADVICE PTY LTD | 1 | 1.3% |
| licence 454707 | 1 | 1.3% |
| licence 449658 | 1 | 1.3% |
| BULL & BEAR FINANCIAL STRATEGIES PTY LTD | 1 | 1.3% |
| PREMIUM ADVISORY PTY LTD | 1 | 1.3% |
Other licensees that lost representatives in 2018
- AWP AUSTRALIA PTY LTD — 271
- AKUMIN FINANCIAL PLANNING PTY LIMITED — 345
- AUSTRALIAN WARRANTY NETWORK PTY LTD — 158
- ALLIANZ AUSTRALIA INSURANCE LIMITED — 306
- ARETE RISK & INSURANCE PARTNERS PTY LTD — 220
- COUNT FINANCIAL LIMITED — 212
- CHARTER FINANCIAL PLANNING LIMITED — 161
- COMMUNITY BROKER NETWORK PTY LTD — 116
- AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 186
- QBE INSURANCE (AUSTRALIA) LIMITED — 133
- AIA FINANCIAL SERVICES PTY LIMITED — 104
- MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 97
- A.C.N. 155 907 681 PTY LTD — 201
- LFI GROUP PTY LTD — 242
Money lost after advice you were given?
110 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.