# FORTNUM PRIVATE WEALTH LTD — its AFS authorised representatives — afs-rep

> 732 people and firms have been authorised by FORTNUM PRIVATE WEALTH LTD under AFS licence 357306: 240 current, 509 ceased.

## Authorised representatives of FORTNUM PRIVATE WEALTH LTD

732 people and firms have been authorised to act for FORTNUM PRIVATE WEALTH LTD under AFS licence 357306 — the 64th largest of the 332 licensees with a page here. 240 of those authorisations are current; 509 have ended.

### 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, **FORTNUM PRIVATE WEALTH LTD** is
usually the name that goes on the complaint, not theirs.

616 of the 732 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](/complain.md).

AFS licence 357306 · ABN/ACN 54139889535 · licensed since 01/11/2010 · New South Wales

### Representatives of FORTNUM PRIVATE WEALTH LTD

*Authorisations by FORTNUM PRIVATE WEALTH LTD, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| A J GLEESON FINANCIAL ADVISERS PTY LTD | [000240298](/search.md) | 12/07/2019 | — | Current |
| A.C.N. 612 440 589 PTY LTD | [001243212](/search.md) | 18/07/2019 | 31/05/2022 | Ceased |
| ABFALTER, MARK | [000333825](/search.md) | 15/04/2013 | — | Current |
| ABSOLUTE ADVICE PTY LTD | [000466079](/search.md) | 17/09/2019 | 09/02/2022 | Ceased |
| ACCRU HOBART WEALTH ADVISERS PTY LTD | [000288063](/search.md) | 08/08/2015 | — | Current |
| ACUITY WEALTH PTY LTD | [001304254](/search.md) | 27/06/2023 | 28/06/2024 | Ceased |
| ADAMAS FINANCIAL PTY LIMITED | [001277038](/search.md) | 15/07/2019 | — | Current |
| ADAS, CAN UMIT | [000318406](/search.md) | 22/01/2013 | 12/09/2014 | Ceased |
| ADVENTUREMENT PTY LTD | [000290908](/search.md) | 26/08/2021 | 02/07/2025 | Ceased |
| ADVISE WISE PTY LTD | [001233044](/search.md) | 01/07/2015 | 11/02/2019 | Ceased |
| AKL LIFE PTY LTD | [001236781](/search.md) | 30/10/2015 | 17/03/2017 | Ceased |
| ALA INVESTMENT ADVISORS PTY LTD | [001274400](/search.md) | 04/03/2019 | 08/05/2025 | Ceased |
| ALLANSON, SIMON | [000443182](/search.md) | 30/06/2015 | 07/05/2020 | Ceased |
| AMBROSE, BRIDGET LUCY | [000405895](/search.md) | 15/04/2013 | — | Current |
| AMBROSE, MARK DUNCAN | [000239324](/search.md) | 15/04/2013 | 14/06/2019 | Ceased |
| ANDERSEN, LUKE JAMES | [000315391](/search.md) | 01/10/2019 | 08/07/2022 | Ceased |
| APOSTOLOU, STEVEN GEORGE | [001257610](/search.md) | 02/03/2020 | 16/07/2021 | Ceased |
| APS FINANCIAL PLANNING PTY. LTD. | [000305923](/search.md) | 12/02/2016 | 01/10/2024 | Ceased |
| ARENDTSZ, MARGUERITE | [000250840](/search.md) | 22/04/2013 | 23/04/2018 | Ceased |
| ARNEY, DEAN | [000315545](/search.md) | 22/01/2013 | 13/01/2017 | Ceased |
| ASHBY, DANIEL MARK | [000327511](/search.md) | 22/01/2013 | 24/06/2014 | Ceased |
| AUDET, BENJAMIN THOMAS | [000343684](/search.md) | 15/05/2013 | 30/09/2014 | Ceased |
| AUSTIN, JACKIE ANNE | [000432015](/search.md) | 29/08/2023 | — | Current |
| AUSTRALIAN SUCCESSION SPECIALISTS PTY. LIMITED | [000421680](/search.md) | 22/02/2013 | 01/01/2014 | Ceased |
| AVONDALE ADVICE PTY LTD | [001314580](/search.md) | 31/03/2025 | — | Current |
| AVONDALE WEALTH PTY LIMITED | [001262578](/search.md) | 13/12/2019 | 16/01/2020 | Ceased |
| AZ GLOBAL WEALTH MANAGEMENT AUSTRALIA PTY LTD | [001283334](/search.md) | 03/09/2020 | 02/03/2021 | Ceased |
| AZ WEALTH AND INSURANCE SERVICES PTY LTD | [001313643](/search.md) | 10/02/2025 | — | Current |
| Acadia Wealth Advice Pty Ltd | [001242514](/search.md) | 30/05/2016 | — | Current |
| Adkins, Graeme Ian | [001270584](/search.md) | 13/01/2020 | 26/04/2022 | Ceased |
| Agaoglu, Ayshe | [001257911](/search.md) | 09/12/2024 | 19/12/2025 | Ceased |
| Allen, Dane Clinton | [001247731](/search.md) | 13/09/2016 | 19/03/2020 | Ceased |
| Anderson, Daniel Christie | [001251175](/search.md) | 14/06/2023 | 20/05/2024 | Ceased |
| Archer, Danny | [001270861](/search.md) | 05/02/2020 | 20/03/2020 | Ceased |
| Averay, Scott James | [001240923](/search.md) | 19/05/2021 | 28/02/2022 | Ceased |
| BAKER, SCOTT | [000301255](/search.md) | 19/07/2021 | 15/04/2022 | Ceased |
| BAM PRIVATE WEALTH PTY LTD | [000464492](/search.md) | 03/09/2014 | — | Current |
| BARNESBY-JOHNSON, MARGARET ANNE | [000258161](/search.md) | 20/05/2015 | 07/05/2018 | Ceased |
| BAROLLI, BARIE | [001002770](/search.md) | 01/02/2022 | 11/05/2026 | Ceased |
| BARRY, MAREE | [001002981](/search.md) | 25/02/2020 | 30/04/2025 | Ceased |
| BARTLETT, TRACI JOY | [000316151](/search.md) | 17/09/2019 | 28/01/2022 | Ceased |
| BARWON FINANCIAL PLANNING PTY LTD | [000461178](/search.md) | 28/11/2016 | — | Current |
| BAY INSURANCE SOLUTIONS PTY LIMITED | [000405125](/search.md) | 30/10/2015 | 30/06/2017 | Ceased |
| BEAUCHAMP, PETER JOHN | [000239337](/search.md) | 25/06/2013 | — | Current |
| BELL, SALLY | [000440970](/search.md) | 01/10/2019 | 03/08/2025 | Ceased |
| BENNETS, ABBY LOUISE | [000343603](/search.md) | 01/04/2013 | 31/07/2013 | Ceased |
| BENNETT, MURRAY | [000239339](/search.md) | 15/04/2013 | 30/06/2016 | Ceased |
| BETTS, NUALA BERNADETTE | [000286537](/search.md) | 02/03/2020 | 27/08/2021 | Ceased |
| BHUDIA, MANISHA | [001002916](/search.md) | 02/03/2020 | 28/02/2024 | Ceased |
| BIRD, ABIGAIL MARY | [000400615](/search.md) | 01/08/2015 | 16/03/2016 | Ceased |
| BLAKEMORE, NICOLAS JAMES | [000332098](/search.md) | 15/05/2013 | 22/12/2023 | Ceased |
| BOLTON, JOHN ANDREW | [000245826](/search.md) | 20/09/2019 | 30/06/2022 | Ceased |
| BONEGILLA ENTERPRISES PTY LTD | [001273590](/search.md) | 01/01/2019 | — | Current |
| BORNE FINANCIAL GROUP PTY LTD | [000284465](/search.md) | 18/02/2013 | — | Current |
| BOSMAN, NATHAN JOSHUA | [000448243](/search.md) | 30/10/2023 | 28/02/2025 | Ceased |
| BOSS, CRAIG ALAN | [000300639](/search.md) | 22/01/2013 | 03/10/2017 | Ceased |
| BOWLES, MARK LYNTON | [000235928](/search.md) | 12/07/2019 | — | Current |
| BOXER, MATTHEW DALE | [000298156](/search.md) | 11/07/2019 | 07/06/2021 | Ceased |
| BRAAKHUIS, HAROLD BERNARD | [000284464](/search.md) | 18/02/2013 | — | Current |
| BRAESIDE WEALTH PTY LTD | [001274018](/search.md) | 07/02/2019 | 29/06/2022 | Ceased |
| BRISCOE, GEOFFREY ANDREW | [000285903](/search.md) | 22/04/2013 | 21/04/2015 | Ceased |
| BRITTON, ASHLEY ROBERT | [000421033](/search.md) | 02/03/2020 | — | Current |
| BROKERHOUSE WEALTH ADVISORY PTY LTD | [001266603](/search.md) | 16/08/2019 | 05/05/2023 | Ceased |
| BROWN, MICHAEL ANDREW | [000300575](/search.md) | 19/07/2021 | 30/04/2024 | Ceased |
| BROWN, TIMOTHY PATRICK | [001004066](/search.md) | 10/03/2020 | — | Current |
| BULL FINANCIAL PTY LTD | [001286788](/search.md) | 05/05/2021 | 04/08/2022 | Ceased |
| BUSH & CAMPBELL FINANCIAL SERVICES (OLD) PTY LTD | [000421930](/search.md) | 22/08/2019 | 08/10/2019 | Ceased |
| BUSH & CAMPBELL FINANCIAL SERVICES PTY LTD | [001278400](/search.md) | 01/10/2019 | 17/02/2026 | Ceased |
| BUSINESS DEPOT FINANCIAL PLANNING BNE PTY LTD | [001284724](/search.md) | 08/12/2020 | — | Current |
| BYRNE, IAN PETER | [000263857](/search.md) | 29/07/2026 | — | Current |
| Bagaria, Sakshi | [001267240](/search.md) | 03/09/2018 | 11/02/2019 | Ceased |
| Bagaria, Sakshi | [001267240](/search.md) | 28/10/2025 | — | Current |
| Baker, Harrison Edward | [001280108](/search.md) | 28/01/2020 | 18/04/2022 | Ceased |
| Balzan, Kristy Lee | [001269283](/search.md) | 04/06/2020 | 29/09/2023 | Ceased |
| Bao, Jing | [001256419](/search.md) | 12/04/2022 | — | Current |
| Bartholomew, Stephen James | [001232892](/search.md) | 17/03/2020 | 12/03/2021 | Ceased |
| Bennett, Gregory Neil | [001271781](/search.md) | 16/08/2019 | 04/04/2024 | Ceased |
| Berg, Aime Denise | [001266604](/search.md) | 18/03/2022 | 19/03/2025 | Ceased |
| Biddle, Jessica Mary | [001293077](/search.md) | 23/09/2021 | — | Current |
| Boller, Jeremy | [001001995](/search.md) | 04/02/2023 | — | Current |
| Booth, Karen Jane | [001271585](/search.md) | 17/12/2018 | 07/05/2021 | Ceased |
| Bradley, Mark Warren | [001252854](/search.md) | 15/03/2017 | 23/04/2018 | Ceased |
| Bradley, Matthew Simon | [001236244](/search.md) | 01/04/2016 | 29/09/2017 | Ceased |
| Brown, Shannon | [001239075](/search.md) | 08/07/2019 | 31/01/2022 | Ceased |
| Browne, Melissa Fay | [001239325](/search.md) | 06/05/2016 | 02/11/2017 | Ceased |
| Bryant, Daniel James | [001009423](/search.md) | 10/02/2025 | 27/03/2026 | Ceased |
| Bull, Kellie Louise | [001245429](/search.md) | 20/07/2016 | 12/03/2018 | Ceased |
| Burchell, Jonathon | [001235365](/search.md) | 17/09/2019 | 14/02/2020 | Ceased |
| Bures, Phillip Nicolas | [001258914](/search.md) | 09/12/2024 | — | Current |
| Burke, Nicholas Nathan | [001001391](/search.md) | 01/08/2022 | 08/05/2025 | Ceased |
| CAIL, GREG ANTHONY | [001004072](/search.md) | 01/11/2019 | — | Current |
| CAIRNS, KATHERINE | [000460863](/search.md) | 10/07/2023 | 24/03/2026 | Ceased |
| CALL, BRETT VINCENT | [000321027](/search.md) | 02/11/2015 | 28/05/2020 | Ceased |
| CALLAGHANS FINANCIAL SERVICES PTY LTD | [000343034](/search.md) | 06/09/2019 | 17/12/2025 | Ceased |
| CAPITAL WEALTH MANAGEMENT PTY LTD | [001278123](/search.md) | 24/09/2019 | 06/08/2021 | Ceased |
| CARDENA ASSET MANAGEMENT PTY LIMITED | [001249315](/search.md) | 01/11/2016 | 18/07/2025 | Ceased |
| CARDENA PRIVATE WEALTH PTY LTD | [001249316](/search.md) | 01/11/2016 | 18/07/2025 | Ceased |
| CARRINGTON, GUY RODERICK | [000239357](/search.md) | 28/02/2013 | 05/07/2013 | Ceased |
| CASSIDY, PHILIPPA JANE | [000341289](/search.md) | 01/08/2022 | 01/12/2023 | Ceased |
| CATHERALL, ROBERT | [000288857](/search.md) | 26/04/2021 | 08/07/2022 | Ceased |
| CECERE-PALAZZO, MARIO | [000231927](/search.md) | 11/07/2014 | 12/09/2017 | Ceased |
| CERTE WEALTH PROTECTION PTY LTD | [000409128](/search.md) | 04/02/2023 | — | Current |
| CHAN, MARK | [000340608](/search.md) | 13/12/2019 | — | Current |
| CHF & A PTY LTD | [001236881](/search.md) | 20/11/2018 | 28/02/2025 | Ceased |
| CHORAZY, RACHAEL ANN | [000445443](/search.md) | 24/02/2015 | 21/09/2015 | Ceased |
| CHRISTOU, DAMIAN IVAN | [000461208](/search.md) | 28/11/2016 | — | Current |
| CLINGELEFFER, SEAN GEOFFREY | [000448199](/search.md) | 01/10/2019 | — | Current |
| COCKSHUTT, TODD | [000253516](/search.md) | 08/07/2019 | 31/01/2022 | Ceased |
| COLANE AUSTRALIA PTY. LIMITED | [000300574](/search.md) | 19/07/2021 | 30/04/2024 | Ceased |
| COLGAN, GARETH | [000278074](/search.md) | 28/02/2013 | — | Current |
| CONLAN WEALTH MANAGEMENT PTY LTD | [001236618](/search.md) | 18/09/2019 | 28/02/2025 | Ceased |
| COOK, GREGORY JAMES | [000235710](/search.md) | 01/10/2019 | 03/08/2025 | Ceased |
| CORCORAN, SHANNON | [000239369](/search.md) | 15/05/2013 | 16/02/2018 | Ceased |
| CORKRAN, JUSTIN | [000290799](/search.md) | 06/09/2019 | 30/11/2020 | Ceased |
| COULSTON, STEPHEN LESLIE | [000288523](/search.md) | 18/02/2026 | — | Current |
| COUPE, MICHAEL JAMES | [000401163](/search.md) | 02/11/2015 | 13/08/2019 | Ceased |
| COX, JOSEPH RONALD | [001002795](/search.md) | 02/07/2026 | — | Current |
| CRATCHLEY, JOSHUA | [000344232](/search.md) | 09/02/2015 | 27/02/2019 | Ceased |
| CRIBB, BRETT | [000239372](/search.md) | 01/05/2013 | — | Current |
| CROKE, TIMOTHY GABRIEL | [000327480](/search.md) | 20/11/2018 | 28/02/2025 | Ceased |
| CULLEN, CRAIG | [000274720](/search.md) | 17/05/2019 | 08/02/2024 | Ceased |
| Caggiano, Sara | [001001993](/search.md) | 18/05/2020 | — | Current |
| Cai, Yi | [001272408](/search.md) | 11/03/2022 | — | Current |
| Camilleri, Leanne Jane | [001313689](/search.md) | 11/02/2025 | — | Current |
| Carr, Jane | [001004219](/search.md) | 08/07/2019 | 30/10/2020 | Ceased |
| Chan, Julian | [001308290](/search.md) | 07/03/2024 | 03/08/2025 | Ceased |
| Chapman, Sam | [001322097](/search.md) | 01/07/2026 | — | Current |
| Chen, Zequan Henry | [001313410](/search.md) | 06/05/2026 | — | Current |
| Chertok, Robert | [001254261](/search.md) | 15/01/2024 | 28/06/2024 | Ceased |
| Churchill, SHEREEN | [000315381](/search.md) | 05/08/2019 | — | Current |
| Clarke, Daniel Frederick | [001272751](/search.md) | 02/11/2020 | — | Current |
| Clarke, Michael Kieren | [001263907](/search.md) | 09/05/2018 | 08/07/2019 | Ceased |
| Clifton, Lauren Marie | [001311046](/search.md) | 22/08/2024 | — | Current |
| Clingeleffer, Matthew John | [001002036](/search.md) | 01/10/2019 | — | Current |
| Coleman, Kym Anne | [001295972](/search.md) | 08/04/2025 | — | Current |
| Collier, Stephen | [001006492](/search.md) | 02/03/2020 | 25/11/2022 | Ceased |
| Conlan, Andrew | [001000282](/search.md) | 18/09/2019 | 28/02/2025 | Ceased |
| Connelly, Jessica Taryn | [001265105](/search.md) | 10/12/2019 | 29/06/2021 | Ceased |
| Conroy, NATALIE | [000320616](/search.md) | 22/01/2013 | 13/06/2014 | Ceased |
| Cooper, Courtney Leigh | [001258334](/search.md) | 15/09/2017 | 04/09/2020 | Ceased |
| Curmi, SVETLANA | [000319146](/search.md) | 07/12/2021 | 13/10/2023 | Ceased |
| Curmi, SVETLANA | [000319146](/search.md) | 11/02/2025 | — | Current |
| Cusack, James Edward Cameron | [001297040](/search.md) | 01/06/2022 | 04/04/2024 | Ceased |
| D'Amato, Daniel Raymond | [001008899](/search.md) | 01/06/2015 | 07/05/2020 | Ceased |
| D'Astoli, Timothy | [001006325](/search.md) | 08/04/2025 | — | Current |
| D'SILVA, ODELIA MARINA | [000235747](/search.md) | 13/01/2020 | — | Current |
| DAVENPORT-MILLS, BRADLEY | [000280125](/search.md) | 22/01/2013 | 11/03/2013 | Ceased |
| DAVEY, TROY SHANNON | [001002812](/search.md) | 09/08/2022 | — | Current |
| DAVISON, ANTHONY BEAUMONT | [000439688](/search.md) | 04/06/2018 | 04/05/2021 | Ceased |
| DAVISON, ANTHONY BEAUMONT | [000439688](/search.md) | 30/06/2023 | — | Current |
| DAWKINS, SCOTT JAMES | [000413969](/search.md) | 01/04/2016 | — | Current |
| DAWSON, MICHAEL SIMON PATRICK | [000232193](/search.md) | 12/07/2019 | — | Current |
| DFS (IPSWICH) PTY LTD | [000388709](/search.md) | 18/02/2013 | — | Current |
| DFS (IPSWICH) PTY LTD & WALKER PENDER FINANCIAL SERVICES PTY LTD | [000407418](/search.md) | 18/02/2013 | — | Current |
| DHU, KELLIE JANE | [000392346](/search.md) | 03/01/2023 | — | Current |
| DIBBEN, PHILLIP GEOFFREY | [000420261](/search.md) | 18/02/2013 | 28/06/2024 | Ceased |
| DIBLEY, GLENN EDWARD GRAHAM | [000328176](/search.md) | 24/12/2014 | — | Current |
| DIMOPOULOS, ADAM | [000347022](/search.md) | 09/12/2024 | 29/06/2026 | Ceased |
| DOBBRICK FINANCIAL G PTY LTD | [001315735](/search.md) | 17/06/2025 | — | Current |
| DOBBRICK FINANCIAL SERVICES (GYMPIE) PTY LTD | [000290895](/search.md) | 01/04/2013 | — | Current |

### When those authorisations ended

| Year ended | Authorisations | Share |
|---|---|---|
| [2026](/ceased/2026.md) | 35 | 4.7% |
| [2025](/ceased/2025.md) | 71 | 9.5% |
| [2024](/ceased/2024.md) | 50 | 6.7% |
| [2023](/ceased/2023.md) | 32 | 4.3% |
| [2022](/ceased/2022.md) | 49 | 6.5% |
| [2021](/ceased/2021.md) | 53 | 7.1% |
| [2020](/ceased/2020.md) | 37 | 4.9% |
| [2019](/ceased/2019.md) | 42 | 5.6% |
| [2018](/ceased/2018.md) | 36 | 4.8% |
| [2017](/ceased/2017.md) | 31 | 4.1% |
| [2016](/ceased/2016.md) | 29 | 3.9% |
| [2015](/ceased/2015.md) | 22 | 2.9% |
| [2014](/ceased/2014.md) | 13 | 1.7% |
| [2013](/ceased/2013.md) | 8 | 1.1% |
| [2012](/ceased/2012.md) | 1 | 0.1% |

### Licensees of a similar size

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- [TOYOTA FINANCE AUSTRALIA LIMITED](/licensee/toyota-finance-australia-limited.md) — 805
- [WEALTH TODAY PTY LTD](/licensee/wealth-today-pty-ltd.md) — 683
- [M.G.A. INSURANCE BROKERS PTY. LTD.](/licensee/m-g-a-insurance-brokers-pty-ltd.md) — 676
- [AUTO & GENERAL SERVICES PTY LTD](/licensee/auto-general-services-pty-ltd.md) — 666
- [BOUTIQUE CAPITAL PTY LTD](/licensee/boutique-capital-pty-ltd.md) — 657
- [SHAW AND PARTNERS LIMITED](/licensee/shaw-and-partners-limited.md) — 655
- [WHITBREAD ASSOCIATES PTY. LTD.](/licensee/whitbread-associates-pty-ltd.md) — 621
- [TAL DIRECT PTY LIMITED](/licensee/tal-direct-pty-limited.md) — 603

### Money lost after advice you were given?

749 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.

[How we use this](/privacy.md).

[All 332 licensees](/licensees.md)

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Página: https://afs-rep.pages.dev/licensee/fortnum-private-wealth-ltd/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19