Authorised representatives of FIRST MUTUAL AUSTRALIA PTY LTD
102 people and firms have been authorised to act for FIRST MUTUAL AUSTRALIA PTY LTD under AFS licence 423710 — the 219th largest of the 332 licensees with a page here. 30 of those authorisations are current; 76 have ended.
106authorisations
30current
76ended
82also authorised elsewhere
2012first 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, FIRST MUTUAL AUSTRALIA PTY LTD is usually the name that goes on the complaint, not theirs.
82 of the 102 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 423710 · ABN/ACN 42154012085 · licensed since 05/10/2012 · Victoria
Representatives of FIRST MUTUAL AUSTRALIA PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 092141083 PTY LTD | 000464437 | 01/11/2016 | 30/04/2021 | Ceased |
| 21C NATIONAL PTY LTD | 000301316 | 01/10/2013 | 30/06/2014 | Ceased |
| A G ADVISERS PTY LTD | 000278606 | 01/09/2016 | 31/03/2020 | Ceased |
| ADAMS, GRAEME WILLIAM | 000237702 | 01/03/2017 | 30/09/2018 | Ceased |
| ARLO ADVISORY PTY LTD | 001306215 | 15/05/2026 | — | Current |
| BANGARI, SAVITA | 001237176 | 01/07/2016 | 31/03/2018 | Ceased |
| BEATTIE FINANCIAL SERVICES PTY LTD | 000439562 | 19/06/2026 | — | Current |
| BEATTIE, DAVID LESLIE | 000244660 | 19/06/2026 | — | Current |
| BESPOKE WEALTH MANAGERS PTY LTD | 001319362 | 15/05/2026 | — | Current |
| BEULKE, RACHELLE LOUISE | 000303140 | 02/06/2020 | 06/11/2020 | Ceased |
| BLUESTONE ACCOUNTING PTY. LTD. | 001272530 | 20/12/2018 | 31/03/2020 | Ceased |
| BONTEMPELLI, DANIEL | 000437213 | 01/05/2019 | 22/01/2021 | Ceased |
| BRIND, DARREN ANDREW | 000283912 | 25/09/2017 | — | Current |
| Bisam, Harish | 001245300 | 01/07/2016 | 15/05/2019 | Ceased |
| Brophy, Danielle | 001254072 | 05/09/2018 | 28/02/2023 | Ceased |
| Brophy, Nathan John | 001003404 | 27/08/2019 | 22/01/2021 | Ceased |
| CARMODY, MICHAEL TROY | 000306576 | 18/08/2022 | 03/08/2023 | Ceased |
| CHASE EDWARDS FINANCIAL PLANNING PTY LTD | 000458350 | 01/02/2019 | 01/09/2025 | Ceased |
| CHRISTODOULOU, ELIZABETH ANNE | 000237809 | 05/12/2016 | 30/04/2021 | Ceased |
| CHRISTODOULOU, EVAN GEORGE | 000237810 | 05/12/2016 | 28/06/2021 | Ceased |
| CONSTANT, LEO LOUIE | 000312827 | 08/03/2015 | 02/01/2019 | Ceased |
| COORY, RENE BASHEER | 000344413 | 08/06/2026 | — | Current |
| CROFT, GRANT HAROLD | 000237731 | 01/09/2016 | 31/03/2020 | Ceased |
| CROFT, LUKE WATKIN | 000418739 | 01/09/2016 | 09/03/2017 | Ceased |
| CROFTVALE INVESTMENTS PTY. LTD. | 000237176 | 01/09/2016 | 31/03/2020 | Ceased |
| CURYER, DENNIS ROSS | 000471788 | 28/01/2015 | 16/05/2016 | Ceased |
| CURYER, DENNIS ROSS | 000471788 | 16/05/2016 | 08/03/2017 | Ceased |
| DANIELS, BARRY JOHN | 000280050 | 01/03/2014 | 13/11/2017 | Ceased |
| DE CARRO, SIMON NICHOLAS | 000279273 | 15/01/2016 | — | Current |
| DECARLI, DAVID LAWRENCE | 000237133 | 14/10/2016 | 16/09/2021 | Ceased |
| DUNDAS-SMITH, SIMON | 000437902 | 16/02/2015 | 16/02/2015 | Ceased |
| ELITE ADVICE PTY LTD | 001310178 | 01/07/2024 | — | Current |
| EVERIST, STEPHEN | 000431456 | 11/03/2016 | 13/11/2017 | Ceased |
| FIRST EDEN PTY LTD | 001000094 | 25/05/2026 | — | Current |
| FIRST START PTY LTD | 000419253 | 03/11/2016 | 31/12/2021 | Ceased |
| FIVESIX CAPITAL PTY LTD | 000409770 | 01/08/2013 | 28/02/2015 | Ceased |
| FREEDOM FINANCE AUSTRALIA (NORTHERN) PTY LTD | 001269869 | 28/11/2018 | 22/01/2021 | Ceased |
| Filipovic, Ivan | 001244358 | 06/07/2018 | 31/07/2022 | Ceased |
| GOULD, ROBERT JEFFREY | 000350935 | 15/05/2026 | — | Current |
| GRAE, NICOLE | 000307615 | 01/12/2018 | 20/08/2019 | Ceased |
| GRAEME W ADAMS AND ASSOCIATES PTY. LTD. | 000237162 | 01/03/2017 | 30/09/2018 | Ceased |
| GRIBBIN, TRENT | 000293634 | 29/05/2026 | — | Current |
| GSD WEALTH AUSTRALIA PTY LTD | 001313981 | 03/03/2025 | 31/08/2025 | Ceased |
| HARROD'S FINANCIAL SERVICES PTY LTD | 001321617 | 08/06/2026 | — | Current |
| HASTIE, KENNETH J | 000249019 | 01/03/2016 | 28/06/2018 | Ceased |
| Harris, Edward | 001265804 | 01/02/2019 | 31/12/2019 | Ceased |
| INNOVATIVE WEALTH SOLUTIONS PTY LTD | 000312828 | 15/01/2016 | — | Current |
| INNOVATIVE WEALTH SUPER PTY LTD | 001000131 | 08/03/2015 | 23/02/2016 | Ceased |
| INTEGRATED ACCOUNTANTS PTY LTD | 001239528 | 18/02/2016 | 15/05/2019 | Ceased |
| JAVED, UMAIR | 000467512 | 04/07/2018 | 13/01/2019 | Ceased |
| JK FINANCIAL SERVICES PTY LTD | 001292660 | 10/07/2026 | — | Current |
| KELLY, JOHN ALEXANDER | 000417383 | 10/07/2026 | — | Current |
| KEN HASTIE PTY. LTD. | 000249020 | 01/03/2016 | 28/06/2018 | Ceased |
| KLACAR, STEVEN | 001257013 | 03/03/2025 | — | Current |
| KOHN, RAYMOND | 000359856 | 01/07/2014 | 31/03/2018 | Ceased |
| LOMBARDO, JOHN VINCENT | 000288439 | 03/11/2016 | 31/12/2021 | Ceased |
| Lip, Yew Meng | 000443637 | 02/06/2025 | 05/05/2026 | Ceased |
| MACKAY, NEIL | 000263973 | 03/08/2018 | — | Current |
| MACRO FINANCIAL PLANNING PTY LTD | 000237986 | 01/09/2016 | 31/03/2020 | Ceased |
| MANNA FINANCIAL SERVICES PTY LTD | 000383593 | 26/02/2016 | 31/03/2018 | Ceased |
| MASON, ANDREW JOHN | 000275443 | 28/11/2018 | 31/08/2020 | Ceased |
| MATSOUKAS, HARRY | 000321261 | 25/05/2026 | — | Current |
| MCCALLUM ADVISORY PTY LTD | 001306838 | 20/11/2023 | — | Current |
| MCCARTHY, LAURENCE | 000247714 | 18/05/2026 | — | Current |
| MCDONALD, SEAN DENNIS | 000326914 | 01/02/2019 | 01/09/2025 | Ceased |
| MCKENNA, KATIE LEIGH | 000294074 | 02/07/2026 | — | Current |
| MCLEAN, ALISTAIR CLIVE | 000289118 | 01/10/2013 | 01/03/2014 | Ceased |
| MCLEAN, ALISTAIR CLIVE | 000289118 | 01/03/2014 | 30/06/2014 | Ceased |
| MILLMAN, JULIAN LEON | 000223515 | 18/03/2017 | 14/07/2023 | Ceased |
| McCallum, Trevlyn Alastair James | 001008755 | 20/11/2023 | 02/12/2024 | Ceased |
| NEXT LEVEL FINANCIAL SECURITY PTY LTD | 000382078 | 18/03/2017 | 14/07/2023 | Ceased |
| ONE LEDGER WEALTH PTY LTD | 001320653 | 18/05/2026 | — | Current |
| PARETO WEALTH PTY LTD | 000352663 | 06/07/2018 | 13/01/2019 | Ceased |
| PEARSON, MARK ALEXANDER | 000427611 | 01/03/2016 | 17/02/2025 | Ceased |
| PREREQUISITE CAPITAL MANAGEMENT PTY LTD | 000439909 | 25/09/2017 | — | Current |
| PREREQUISITE CAPITAL PTY LTD | 001260782 | 01/12/2017 | 28/06/2021 | Ceased |
| PRICSINA, JOSEPH CHRISTOPHER | 000275056 | 03/07/2023 | — | Current |
| PROFESSIONAL ADVICE PTY LTD | 000328299 | 14/10/2016 | 16/09/2021 | Ceased |
| PROSPERITY PLANNING GOULBURN PTY LTD | 001313597 | 03/02/2025 | — | Current |
| Parker, Benjamin | 001000089 | 01/07/2021 | 31/07/2024 | Ceased |
| QUELLTALER PTY LTD | 001007046 | 11/03/2016 | 13/11/2017 | Ceased |
| REDWOOD WEALTH PTY LTD | 001244359 | 06/07/2018 | 31/07/2022 | Ceased |
| SAPPHIRE FINANCIAL PLANNING PTY LTD | 000462040 | 02/07/2026 | — | Current |
| SCHNAGL FINANCIAL SERVICES PTY LTD | 001244981 | 01/12/2017 | 31/12/2021 | Ceased |
| SCHNAGL, ROGER DIETER | 000291238 | 01/12/2017 | 31/12/2021 | Ceased |
| SCOTT, MARGARET ANNE | 000300576 | 26/02/2016 | 31/03/2018 | Ceased |
| SIMONIC, ZDENKO | 000464436 | 01/11/2016 | 30/04/2021 | Ceased |
| SMSF ESSENTIALS (AUST) PTY LTD | 000462473 | 30/07/2014 | 31/03/2018 | Ceased |
| SUAREZ-CARROZZA, Daniela | 001272531 | 20/12/2018 | 31/03/2020 | Ceased |
| TALISMAN INVESTMENT AND INSURANCE SERVICES PTY. LTD. | 000237174 | 05/12/2016 | 28/06/2021 | Ceased |
| TRENT GRIBBIN FINANCIAL SERVICES PTY LTD | 000363180 | 29/05/2026 | — | Current |
| The Trustee for Freedom Finance Australia (Essendon) Unit Trust | 001283309 | 01/09/2020 | 22/01/2021 | Ceased |
| Turner, Nathan | 001004776 | 03/02/2025 | — | Current |
| VILLANUEVA, LEX THOMAS | 000233077 | 01/08/2013 | 01/03/2014 | Ceased |
| VILLANUEVA, LEX THOMAS | 000233077 | 01/03/2014 | 01/09/2014 | Ceased |
| VILLANUEVA, LEX THOMAS | 000233077 | 01/09/2014 | 28/02/2015 | Ceased |
| VIVA WEALTH PTY LTD | 001244970 | 18/08/2022 | 03/08/2023 | Ceased |
| WEALTHPLAN ESSENTIALS PTY LTD | 001241938 | 16/05/2016 | 08/03/2017 | Ceased |
| WEALTHPLAN FINANCIAL GROUP PTY LTD | 000439315 | 01/07/2013 | 13/11/2017 | Ceased |
| WEALTHPLAN FINANCIAL PTY LTD | 000301905 | 23/11/2012 | 21/11/2013 | Ceased |
| WEALTHPLAN NEXUS PTY LTD | 000472739 | 16/01/2015 | 01/05/2016 | Ceased |
| WLS WEALTH PTY LTD | 001266539 | 03/08/2018 | — | Current |
| Want, Daniel James | 001260781 | 01/12/2017 | 28/06/2021 | Ceased |
| Watling, Tiffanie Ann | 001254928 | 03/02/2025 | — | Current |
| YEATES FINANCIAL SERVICES & FAMILY PROTECTION SPECIALISTS PTY LTD | 001234631 | 19/08/2015 | 24/11/2016 | Ceased |
| YEATES, DAVID MITCHELL | 000239539 | 28/10/2016 | 24/11/2016 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 1 | 0.9% |
| 2025 | 4 | 3.8% |
| 2024 | 2 | 1.9% |
| 2023 | 5 | 4.7% |
| 2022 | 2 | 1.9% |
| 2021 | 17 | 16.0% |
| 2020 | 8 | 7.5% |
| 2019 | 7 | 6.6% |
| 2018 | 9 | 8.5% |
| 2017 | 7 | 6.6% |
| 2016 | 5 | 4.7% |
| 2015 | 3 | 2.8% |
| 2014 | 5 | 4.7% |
| 2013 | 1 | 0.9% |
Licensees of a similar size
- QUAD CODE AU LTD — 111
- FINCHLEY & KENT PTY LTD — 111
- BERYLLIUM ADVISERS PTY LTD — 110
- NEXA LIFE SOLUTIONS PTY LTD — 109
- PHILLIP CAPITAL LIMITED — 107
- AVANA FINANCIAL SOLUTIONS PTY LTD — 107
- ARTHUR J. GALLAGHER & CO (AUS) LIMITED — 106
- BONGIORNO WEALTH MANAGEMENT PTY LTD — 106
- AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD — 106
- QUAY WHOLESALE FUND SERVICES PTY LTD — 106
- MARQ PRIVATE FUNDS PTY LTD — 105
- CIP LICENSING LIMITED — 102
- FORTNUM ADVICE PTY LTD — 102
- CPG FINANCIAL SERVICES PTY LTD — 101
- CONSILIUM ADVICE AUSTRALIA PTY LTD — 100
Money lost after advice you were given?
106 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.