Authorisations by COMMONWEALTH FINANCIAL PLANNING LIMITED that ended in 2019
133 of the 243 authorisations granted by COMMONWEALTH FINANCIAL PLANNING LIMITED ended during 2019 — 54.7% of its record, and 0.8% of everything that ended in Australia that year.
133ended in 2019
54.7%share of COMMONWEALTH FIN
0.8%share of 2019
117also authorised elsewhere
If you were advised by one of these people on or before their end date, COMMONWEALTH 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 243 authorisations by COMMONWEALTH FINANCIAL PLANNING LIMITED · Everything that ended in 2019
The 133 that ended in 2019
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ABACUS WEALTH SOLUTIONS PTY LIMITED | 000471905 | 01/02/2015 | 25/10/2019 | Ceased |
| AGNEW, MARK LEE | 001004162 | 01/04/2017 | 29/11/2019 | Ceased |
| APG FINANCIAL INTELLIGENCE PTY LTD | 000468047 | 03/11/2014 | 25/11/2019 | Ceased |
| ASTON FINANCIAL PTY LTD | 001243724 | 30/06/2016 | 19/11/2019 | Ceased |
| AVONDALE WEALTH PTY LIMITED | 001262578 | 12/03/2018 | 11/12/2019 | Ceased |
| Arguello, Luis | 001273046 | 21/12/2018 | 21/11/2019 | Ceased |
| BADCOCK, SAMUEL ROBERT | 000331026 | 04/05/2018 | 04/12/2019 | Ceased |
| BALGERA GROUP PTY LTD | 001006754 | 01/04/2015 | 22/11/2019 | Ceased |
| BALGERA, DAMIEN ARTHUR | 001002948 | 01/04/2015 | 22/11/2019 | Ceased |
| BE READY FINANCIAL PLANNING PTY LTD | 001265160 | 18/06/2018 | 06/12/2019 | Ceased |
| BE READY WEALTH PTY LTD | 001264704 | 05/06/2018 | 17/12/2019 | Ceased |
| BEST LIFE FINANCIAL PLANNING PTY LTD | 001253429 | 01/04/2017 | 29/11/2019 | Ceased |
| BILICH, TROY | 000453848 | 20/02/2014 | 14/11/2019 | Ceased |
| BLACKRANGE FUTURES PTY LTD | 001262544 | 12/03/2018 | 10/12/2019 | Ceased |
| BOLD, HELMUT SERGJ | 000338761 | 01/07/2009 | 12/12/2019 | Ceased |
| BYRNE 216 FINANCIAL PTY LTD | 001246004 | 02/08/2016 | 31/10/2019 | Ceased |
| BYRNE, TRACEY KIM | 001004070 | 02/08/2016 | 31/10/2019 | Ceased |
| Barnes, Joshua Linton | 001271629 | 17/12/2018 | 06/09/2019 | Ceased |
| CAIL, GREG ANTHONY | 001004072 | 23/11/2017 | 31/10/2019 | Ceased |
| CARBOON FINANCIAL SERVICES PTY LTD | 001265274 | 21/06/2018 | 31/10/2019 | Ceased |
| CARBOON, STUART JOHN | 000345478 | 01/03/2010 | 31/10/2019 | Ceased |
| CHAN, MARK | 000340608 | 01/09/2009 | 11/12/2019 | Ceased |
| COOPER, BRETT | 001002792 | 11/12/2017 | 29/11/2019 | Ceased |
| CREST FINANCIAL ADVICE PTY LTD | 000343814 | 01/07/2015 | 24/10/2019 | Ceased |
| D & H ROBSON FINANCIAL PLANNING PTY LTD | 001263293 | 13/04/2018 | 10/12/2019 | Ceased |
| DENARO, DEAN | 000339627 | 01/08/2009 | 11/12/2019 | Ceased |
| DIMEVSKI, ALEKSANDAR | 000426039 | 09/08/2012 | 15/11/2019 | Ceased |
| DOHERTY FINANCIAL SERVICES PTY LIMITED | 001233026 | 01/07/2015 | 12/12/2019 | Ceased |
| DOHERTY, BRENDAN | 000296660 | 01/07/2011 | 12/12/2019 | Ceased |
| DORWARD, RUTH ELIZABETH | 000326428 | 04/02/2015 | 03/10/2019 | Ceased |
| EASTON, TIMOTHY GARY | 000298930 | 08/05/2013 | 23/09/2019 | Ceased |
| Evans, Matthew James | 001255738 | 22/06/2017 | 20/11/2019 | Ceased |
| FINTREE WEALTH MANAGEMENT PTY LTD | 001263395 | 18/04/2018 | 06/03/2019 | Ceased |
| FIVE STAR FINANCIAL PLANNING PTY LTD | 001263346 | 17/04/2018 | 22/11/2019 | Ceased |
| GALLOWAY, ANDREW | 000468048 | 03/11/2014 | 25/11/2019 | Ceased |
| GANGI, ROBERT | 000433902 | 01/02/2013 | 27/11/2019 | Ceased |
| GARDNER, ANDREW JAMES | 001000985 | 10/12/2015 | 21/11/2019 | Ceased |
| GREENHILL, CARISSA LEA | 001001003 | 29/01/2016 | 11/11/2019 | Ceased |
| GREGOIRE, JOHN | 000464936 | 10/09/2014 | 25/10/2019 | Ceased |
| GULIKERS-HICKEY, KELLIE MARIE | 000433602 | 23/01/2013 | 11/12/2019 | Ceased |
| HATELEY, RYAN ANDREW | 000354230 | 10/05/2010 | 13/12/2019 | Ceased |
| HAWKINS, NEIL GREGORY | 000419595 | 01/04/2012 | 19/11/2019 | Ceased |
| HAYES, PAUL FRANCIS JOHN | 000411647 | 01/10/2011 | 11/12/2019 | Ceased |
| HICKS, PAUL GERARD | 000345719 | 15/03/2010 | 17/12/2019 | Ceased |
| HURD, DUNCAN JOHN | 000302805 | 01/11/2012 | 02/12/2019 | Ceased |
| Horne, Melanie Therese Mary | 001008455 | 20/05/2015 | 11/12/2019 | Ceased |
| INDIGO FINANCIAL PLANNING PTY LTD | 001262464 | 07/03/2018 | 11/12/2019 | Ceased |
| IPLAN FINANCIAL PLANNING PTY LTD | 001262646 | 14/03/2018 | 19/11/2019 | Ceased |
| JEFFRESON, KYLIE | 000441675 | 09/12/2010 | 31/10/2019 | Ceased |
| JEFFRESON, MARK | 000469821 | 04/12/2014 | 31/10/2019 | Ceased |
| KAVICH, PAUL | 000410558 | 01/09/2011 | 12/08/2019 | Ceased |
| KENT, SANDRA JEANNE | 001001287 | 16/08/2017 | 19/11/2019 | Ceased |
| Kelly, Tim | 001232908 | 29/06/2015 | 06/09/2019 | Ceased |
| LA-SPINA, DARREN DOMENIC | 001003837 | 10/09/2015 | 17/05/2019 | Ceased |
| LAFFERTY, JUSTINE | 001002555 | 31/10/2017 | 09/09/2019 | Ceased |
| LE, MICHAEL | 001003842 | 01/12/2016 | 19/11/2019 | Ceased |
| LECLERC, ALEX RENE | 000329806 | 01/10/2008 | 23/10/2019 | Ceased |
| LEUNG, ADRIANA | 000331409 | 01/11/2008 | 06/03/2019 | Ceased |
| LIFESTYLE FINANCIAL PLANNING SERVICES (NO 2) PTY LTD | 001234572 | 19/10/2015 | 23/09/2019 | Ceased |
| LILYWHITE FINANCIAL PLANNING PTY LTD | 001245997 | 02/08/2016 | 04/12/2019 | Ceased |
| LIU, RUDY | 000381114 | 01/09/2010 | 22/11/2019 | Ceased |
| MAITI, ANIRUDHA | 000425264 | 23/07/2012 | 03/12/2019 | Ceased |
| MARTIN WEALTH MANAGEMENT PTY LTD | 001265116 | 18/06/2018 | 22/11/2019 | Ceased |
| MARTIN, DAVID JOHN | 000331062 | 01/11/2008 | 22/11/2019 | Ceased |
| MARVIN RECK FINANCIAL PLANNING PTY LTD | 001263552 | 24/04/2018 | 13/12/2019 | Ceased |
| MCALISTER WEALTH MANAGEMENT PTY LTD | 001263354 | 17/04/2018 | 14/11/2019 | Ceased |
| MCALISTER, MARK WAYNE | 000325052 | 01/05/2008 | 14/11/2019 | Ceased |
| MCCUTCHEON, PAUL | 000441676 | 01/07/2013 | 22/11/2019 | Ceased |
| MEDLIN WEALTH PTY LTD | 001246147 | 04/08/2016 | 21/11/2019 | Ceased |
| MEDLIN, SHANNON | 001004126 | 04/08/2016 | 21/11/2019 | Ceased |
| MILLER, BENJAMIN BRYCE | 000424007 | 01/07/2012 | 14/11/2019 | Ceased |
| MJGM PTY LTD | 000469584 | 01/12/2014 | 20/11/2019 | Ceased |
| MLE WEALTH MANAGEMENT PTY LIMITED | 001250131 | 01/12/2016 | 19/11/2019 | Ceased |
| MOLESWORTH, DANIEL | 000338021 | 01/06/2009 | 19/11/2019 | Ceased |
| MULCONRY, JONATHAN RICHARD | 001003869 | 01/07/2017 | 13/12/2019 | Ceased |
| MY FINANCIAL PLANNER PTY LTD | 001263186 | 09/04/2018 | 27/11/2019 | Ceased |
| Martinez, Leanne | 001003829 | 14/05/2018 | 22/11/2019 | Ceased |
| McInerney, Clare | 001007576 | 21/04/2015 | 06/09/2019 | Ceased |
| McIvor, Grace | 001000093 | 13/03/2015 | 10/12/2019 | Ceased |
| NEIL HAWKINS FINANCIAL PLANNING PTY LTD | 001262507 | 09/03/2018 | 19/11/2019 | Ceased |
| NIMMO, DAVID BRUCE | 000246089 | 22/04/2009 | 10/12/2019 | Ceased |
| NORTH FINANCIAL GROUP PTY LTD | 001263183 | 09/04/2018 | 14/11/2019 | Ceased |
| NOTT, MATTHEW ROBERT | 000321681 | 11/11/2016 | 30/08/2019 | Ceased |
| NOYE, JULIA MARGARET | 000298441 | 01/11/2012 | 08/11/2019 | Ceased |
| NUMERO WEALTH PTY LTD | 001253474 | 04/04/2017 | 11/11/2019 | Ceased |
| PAUL KAVICH FINANCIAL SOLUTIONS PTY LTD | 001263596 | 26/04/2018 | 12/08/2019 | Ceased |
| PAWAR, ANIL KUMAR | 001002905 | 01/03/2017 | 19/11/2019 | Ceased |
| POLLOCK FINANCIAL PLANNING PTY LTD | 001237883 | 10/12/2015 | 21/11/2019 | Ceased |
| POLLOCK, ADRIAN THOMAS | 001002919 | 10/12/2015 | 21/11/2019 | Ceased |
| PURPLE OX PTY LTD | 001263628 | 30/04/2018 | 11/12/2019 | Ceased |
| RAHIMOVSKA PTY LTD | 001244629 | 06/07/2016 | 11/12/2019 | Ceased |
| RAHIMOVSKA, SUZI DJULISTAN | 001003913 | 06/07/2016 | 11/12/2019 | Ceased |
| RAYNER PLANNERS PTY LTD | 001263283 | 12/04/2018 | 27/11/2019 | Ceased |
| RAYNER, KELLIE | 000449713 | 01/10/2003 | 27/11/2019 | Ceased |
| RECK, MARVIN LYLE | 000324621 | 01/05/2008 | 13/12/2019 | Ceased |
| RICHARDSON, LYALL | 001003925 | 01/07/2017 | 26/11/2019 | Ceased |
| RICHPLAN PTY LTD | 001255995 | 01/07/2017 | 26/11/2019 | Ceased |
| ROBERTS, JENNIFER | 000468049 | 03/11/2014 | 25/11/2019 | Ceased |
| ROBSON, DAVID JOHN | 000322642 | 03/03/2008 | 10/12/2019 | Ceased |
| ROSS & PATTERSON FINANCIAL SERVICES PTY LTD | 000461843 | 18/07/2014 | 31/10/2019 | Ceased |
| ROSS, LYNNETTE MAREE | 000417979 | 01/03/2012 | 31/10/2019 | Ceased |
| SANDTNER, GARY | 000337030 | 01/05/2009 | 03/12/2019 | Ceased |
| SARICAM WEALTH MANAGEMENT PTY LTD | 001265216 | 19/06/2018 | 15/11/2019 | Ceased |
| SARICAM, TAHSIN | 000290630 | 01/10/2010 | 15/11/2019 | Ceased |
| SCHAEFER FINANCIAL PLANNING PTY LTD | 001237881 | 10/12/2015 | 11/11/2019 | Ceased |
| SCHAEFER, SEAN DAVID | 001003945 | 10/12/2015 | 11/11/2019 | Ceased |
| SCOTT, KELLIE JEAN | 001003794 | 04/04/2017 | 11/11/2019 | Ceased |
| SEKULOVSKI, ROBERT | 000344431 | 01/02/2010 | 15/11/2019 | Ceased |
| SHAMON, TRACEY | 000329807 | 04/05/2016 | 25/10/2019 | Ceased |
| SHARPE, GEOFFREY | 000440874 | 03/06/2016 | 06/12/2019 | Ceased |
| SHAW, DARREN | 000416756 | 01/02/2012 | 06/12/2019 | Ceased |
| SHEN, CHENG | 000411574 | 13/08/2012 | 10/12/2019 | Ceased |
| SHURDINGTON, RODNEY | 000358219 | 01/06/2010 | 19/09/2019 | Ceased |
| SIGARAS, MICHAEL | 000384320 | 01/10/2010 | 31/10/2019 | Ceased |
| SMITH, HOPE | 000345477 | 31/01/2014 | 31/10/2019 | Ceased |
| STEVENS, MICHAEL ROBERT SYDNEY | 000308470 | 01/12/2014 | 20/11/2019 | Ceased |
| SUMMERS, PAUL JAMES | 001004018 | 02/08/2016 | 04/12/2019 | Ceased |
| SUPERIOR ALLIANCE FINANCIAL CONSULTING PTY LTD | 001262841 | 21/03/2018 | 22/11/2019 | Ceased |
| SUTTON, DAVID WAYNE | 000289370 | 01/11/2012 | 04/12/2019 | Ceased |
| THE WEALTH QUAY PTY LTD | 001262636 | 14/03/2018 | 15/11/2019 | Ceased |
| TRUE WEALTH ADVISERS PTY LTD | 001255994 | 01/07/2017 | 13/12/2019 | Ceased |
| TURNER WEALTH PTY. LTD. | 001241514 | 01/05/2016 | 28/11/2019 | Ceased |
| TURNER, CHRISTOPHER JOHN HARCOURT | 001004001 | 01/05/2016 | 28/11/2019 | Ceased |
| UNITED PLANNING PTY LTD | 001263351 | 17/04/2018 | 03/12/2019 | Ceased |
| VACOPOULOS, ANDREW JOHN | 000326285 | 31/07/2012 | 24/10/2019 | Ceased |
| VANGURU, SURENDER REDDY | 000331408 | 01/11/2008 | 03/12/2019 | Ceased |
| VESTRUM WEALTH MANAGEMENT PTY LTD | 001263353 | 17/04/2018 | 31/10/2019 | Ceased |
| WE CARE FINANCIAL PLANNING PTY LTD | 001262438 | 07/03/2018 | 31/10/2019 | Ceased |
| WEAVER WEALTH MANAGEMENT PTY LTD | 000469828 | 04/12/2014 | 12/11/2019 | Ceased |
| WEAVER, ANDREW | 000469829 | 04/12/2014 | 12/11/2019 | Ceased |
| WESTCOAST WEALTH ADVISORY SERVICES PTY LTD | 001252382 | 01/03/2017 | 19/11/2019 | Ceased |
| WILLIAMS, PAUL STEPHEN | 001004054 | 01/07/2016 | 19/11/2019 | Ceased |
| WIMMERA WEALTH SOLUTIONS PTY LTD | 001263348 | 17/04/2018 | 19/09/2019 | Ceased |
Where they were authorised next
115 of these 133 were followed by another authorisation elsewhere; 18 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| CAPSTONE FINANCIAL PLANNING PTY LTD | 31 | 27.0% |
| RI ADVICE GROUP PTY LTD | 10 | 8.7% |
| MATRIX PLANNING SOLUTIONS LIMITED | 10 | 8.7% |
| FORTNUM PRIVATE WEALTH LTD | 8 | 7.0% |
| PERSONAL FINANCIAL SERVICES LTD | 8 | 7.0% |
| licence 231138 | 8 | 7.0% |
| INFOCUS SECURITIES AUSTRALIA PTY LTD | 7 | 6.1% |
| OREANA FINANCIAL SERVICES PTY LTD | 7 | 6.1% |
| ALLIANCE WEALTH PTY LTD | 7 | 6.1% |
| ADVICE EVOLUTION PTY LTD | 6 | 5.2% |
| licence 230690 | 3 | 2.6% |
| MILLENNIUM 3 FINANCIAL SERVICES PTY LTD | 3 | 2.6% |
| SYNCHRON ADVICE PTY LTD | 2 | 1.7% |
| SENTRY ADVICE PTY LTD | 2 | 1.7% |
| AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD | 1 | 0.9% |
| CHARTER FINANCIAL PLANNING LIMITED | 1 | 0.9% |
| COUNT FINANCIAL LIMITED | 1 | 0.9% |
Other licensees that lost representatives in 2019
- COVER-MORE INSURANCE SERVICES PTY. LTD. — 100
- ALLIANZ AUSTRALIA INSURANCE LIMITED — 116
- ARETE RISK & INSURANCE PARTNERS PTY LTD — 190
- COUNT FINANCIAL LIMITED — 190
- CHARTER FINANCIAL PLANNING LIMITED — 198
- COMMUNITY BROKER NETWORK PTY LTD — 160
- PROFESSIONAL INVESTMENT SERVICES PTY LTD — 93
- QBE INSURANCE (AUSTRALIA) LIMITED — 133
- MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 95
- A.C.N. 155 907 681 PTY LTD — 309
- LFI GROUP PTY LTD — 124
- SYNCHRON ADVICE PTY LTD — 163
- CLUB MARINE LIMITED — 230
- MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD — 173
Money lost after advice you were given?
133 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.