# HAVANA FINANCIAL SERVICES PTY LTD — its AFS authorised representatives — afs-rep > 196 people and firms have been authorised by HAVANA FINANCIAL SERVICES PTY LTD under AFS licence 500435: 58 current, 155 ceased. ## Authorised representatives of HAVANA FINANCIAL SERVICES PTY LTD 196 people and firms have been authorised to act for HAVANA FINANCIAL SERVICES PTY LTD under AFS licence 500435 — the 139th largest of the 332 licensees with a page here. 58 of those authorisations are current; 155 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, **HAVANA FINANCIAL SERVICES PTY LTD** is usually the name that goes on the complaint, not theirs. 158 of the 196 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 500435 · ABN/ACN 90619804518 · licensed since 24/11/2017 · New South Wales ### Representatives of HAVANA FINANCIAL SERVICES PTY LTD *Authorisations by HAVANA FINANCIAL SERVICES PTY LTD, alphabetical* | Representative | Number | From | To | Status | |---|---|---|---|---| | 220 PRODUCTIONS PTY LTD | [000423812](/search.md) | 28/07/2023 | 30/04/2025 | Ceased | | ACN 674 002 889 PTY LTD | [001310128](/search.md) | 01/07/2024 | 31/03/2026 | Ceased | | ACUITY WEALTH PTY LTD | [001304254](/search.md) | 01/07/2024 | 27/06/2025 | Ceased | | ACUITY WEALTH PTY LTD | [001304254](/search.md) | 02/07/2025 | 03/07/2025 | Ceased | | ANDERSON BRAMICH PTY LTD | [001277350](/search.md) | 24/03/2023 | 15/03/2024 | Ceased | | ANTEA FS PTY LTD | [001318731](/search.md) | 04/12/2025 | — | Current | | ARC PRIVATE PTY LTD | [001322515](/search.md) | 27/07/2026 | — | Current | | ARRKENE PTY LTD | [001262561](/search.md) | 06/03/2018 | — | Current | | ATLASTREND PTY LTD | [001233660](/search.md) | 24/08/2021 | 31/08/2024 | Ceased | | AVANT GARDE WEALTH PTY LTD | [001308678](/search.md) | 01/04/2024 | — | Current | | AZIA PARTNERS PTY LTD | [001308067](/search.md) | 19/02/2024 | 04/10/2024 | Ceased | | Alexander, Ted | [001304378](/search.md) | 03/07/2023 | — | Current | | BAUMANIS, MICHELLE | [000255313](/search.md) | 24/02/2020 | 15/08/2024 | Ceased | | BLUEKITE CAPITAL WEALTH MANAGEMENT PTY. LTD. | [001254815](/search.md) | 09/01/2018 | 17/09/2020 | Ceased | | BML FUNDS MANAGEMENT PTY LTD | [001304377](/search.md) | 03/07/2023 | — | Current | | BOME, ERROL ARNOLD | [000465283](/search.md) | 01/04/2023 | — | Current | | BOURNE, NEIL PATRICK | [001286339](/search.md) | 01/03/2024 | — | Current | | BRINDABELLA & COMPANY PTY LTD | [001310122](/search.md) | 01/06/2024 | — | Current | | BRINDABELLA INVESTMENT MANAGEMENT PTY LTD | [001322158](/search.md) | 01/07/2026 | — | Current | | BRISTLEMOON CAPITAL PTY LTD | [001305736](/search.md) | 12/09/2023 | 29/02/2024 | Ceased | | BROWN, ANDREW VINCENT | [000441457](/search.md) | 26/08/2022 | 04/10/2024 | Ceased | | BRYANT, SUSAN ELIZABETH | [000401174](/search.md) | 11/10/2019 | 27/12/2024 | Ceased | | BUCKLEY, JONATHAN PETER | [001286041](/search.md) | 01/03/2024 | — | Current | | Barnes, Trent | [001304743](/search.md) | 17/07/2023 | 01/08/2024 | Ceased | | Bosch, Anthonie Christoffel | [001245244](/search.md) | 04/12/2025 | — | Current | | Boyd, Mark | [001260772](/search.md) | 26/04/2023 | 01/11/2024 | Ceased | | Brodie, Julien | [001304359](/search.md) | 03/07/2023 | 26/04/2024 | Ceased | | CASEY, TIMOTHY | [000287643](/search.md) | 01/12/2023 | 08/04/2024 | Ceased | | CASSIDY, NADIA | [000343272](/search.md) | 09/01/2018 | 19/07/2019 | Ceased | | CAVALLARO, CARL | [000335785](/search.md) | 12/11/2021 | 09/03/2026 | Ceased | | COLLIERS INTERNATIONAL (NSW) PTY LIMITED | [001007975](/search.md) | 01/03/2024 | — | Current | | COOK, ALEXANDER BRUCE | [000241991](/search.md) | 12/03/2018 | 30/04/2025 | Ceased | | CROWE, DAMIAN ALOYSIUS | [000380287](/search.md) | 16/11/2022 | 02/09/2024 | Ceased | | CUBILLA, DAVID EDUARDO | [000322349](/search.md) | 28/07/2021 | 30/06/2023 | Ceased | | Calderwood, Ken | [001001123](/search.md) | 21/05/2018 | 25/05/2018 | Ceased | | Cameron, Roger Gregory Douglas | [001303025](/search.md) | 01/03/2024 | — | Current | | Chertok, Robert | [001254261](/search.md) | 01/07/2024 | 27/06/2025 | Ceased | | Chertok, Robert | [001254261](/search.md) | 02/07/2025 | 03/07/2025 | Ceased | | Chin, Seth Chun Wah | [001310213](/search.md) | 01/07/2024 | 31/03/2026 | Ceased | | Clarke, Michael Kieren | [001263907](/search.md) | 01/12/2020 | 14/12/2021 | Ceased | | Colaco, Sydney Pascoal | [001252101](/search.md) | 04/10/2018 | 02/07/2020 | Ceased | | Corrin, Andrew Nathan | [001273020](/search.md) | 03/05/2023 | 15/08/2024 | Ceased | | DC FINANCIAL ADVISORY SERVICES PTY LTD | [000312853](/search.md) | 16/11/2022 | 02/09/2024 | Ceased | | DEANCO PTY LTD | [001297625](/search.md) | 01/12/2023 | 15/08/2024 | Ceased | | DIVERSIFI FINANCIAL ADVICE PTY LTD | [001266922](/search.md) | 13/05/2022 | 15/10/2024 | Ceased | | Dashkina, Liya | [001307808](/search.md) | 01/02/2024 | — | Current | | Denly, Alissia Maree | [001266991](/search.md) | 01/02/2023 | 04/04/2023 | Ceased | | Dionysatos, Dimitrios | [001271331](/search.md) | 18/08/2021 | — | Current | | Dyne, Ronald | [001316647](/search.md) | 01/08/2025 | — | Current | | Dyne, Saul | [001316646](/search.md) | 01/08/2025 | — | Current | | EATON CAPITAL PARTNERS PTY LTD | [001303220](/search.md) | 01/03/2024 | — | Current | | EATON SQUARE PTY LTD | [000447950](/search.md) | 01/03/2024 | — | Current | | EB INVESTMENT MANAGEMENT PTY LTD | [000465284](/search.md) | 01/04/2023 | — | Current | | ELEVARE CAPITAL PTY LTD | [001263737](/search.md) | 01/05/2018 | 01/12/2018 | Ceased | | ELEVATE AT WORK PTY LTD | [001283308](/search.md) | 24/08/2021 | 22/05/2023 | Ceased | | ELEVATION FINANCIALS PTY LTD | [001249757](/search.md) | 16/11/2024 | 30/04/2025 | Ceased | | ELLIS, DANNY JOHN | [000240623](/search.md) | 05/04/2023 | 13/12/2024 | Ceased | | EVEREST PRIVATE WEALTH PTY LTD | [001266574](/search.md) | 13/05/2022 | 15/10/2024 | Ceased | | EVERINGHAM, SCOTT ANTHONY | [000322274](/search.md) | 05/04/2023 | 01/05/2025 | Ceased | | EVERINGHAM, SCOTT ANTHONY | [000322274](/search.md) | 05/04/2023 | 01/05/2025 | Ceased | | EXPAT WEALTH MANAGEMENT PTY LTD | [001303905](/search.md) | 01/12/2023 | 02/09/2024 | Ceased | | Edelman, Joel Kevin | [001001688](/search.md) | 01/07/2024 | 27/06/2025 | Ceased | | Edelman, Joel Kevin | [001001688](/search.md) | 02/07/2025 | 03/07/2025 | Ceased | | Egan, Daisy Stella | [001292026](/search.md) | 13/05/2022 | 15/10/2024 | Ceased | | Ellis, Steven James | [001272789](/search.md) | 03/04/2025 | 31/12/2025 | Ceased | | Ellis, Steven James | [001272789](/search.md) | 17/03/2026 | — | Current | | Euvrard, Thomas | [001006097](/search.md) | 27/08/2019 | 25/08/2022 | Ceased | | Euvrard, Thomas | [001006097](/search.md) | 29/12/2022 | 27/06/2025 | Ceased | | Euvrard, Thomas | [001006097](/search.md) | 31/12/2025 | 09/06/2026 | Ceased | | FARAJ, WILLIAM BILAL | [000338059](/search.md) | 21/05/2018 | 25/05/2018 | Ceased | | FINPLAN PTY LTD | [001302797](/search.md) | 05/04/2023 | 01/05/2025 | Ceased | | Feldman, Alexander | [001288203](/search.md) | 01/03/2024 | — | Current | | GARRETT, MATTHEW DAVID | [000242509](/search.md) | 16/11/2024 | 30/04/2025 | Ceased | | GO FOR WEALTH PTY LTD | [001238209](/search.md) | 12/11/2021 | 09/03/2026 | Ceased | | GRANT WEALTH MANAGEMENT PTY LTD | [001295613](/search.md) | 01/12/2023 | 19/08/2024 | Ceased | | GRANT, RYAN DAVID | [000322428](/search.md) | 01/12/2023 | 19/08/2024 | Ceased | | Goodin, MELISSA | [001003992](/search.md) | 09/06/2018 | 01/10/2019 | Ceased | | Gray, Stuart Everett | [001272951](/search.md) | 17/10/2024 | — | Current | | Griffiths, Adam Geoffrey | [001237237](/search.md) | 04/10/2018 | 15/11/2018 | Ceased | | Guy, Victoria | [001279094](/search.md) | 24/08/2021 | 16/01/2024 | Ceased | | HA, THOMAS | [000413225](/search.md) | 24/12/2018 | 02/07/2020 | Ceased | | HAGERTY, JOHN BERNARD | [000458884](/search.md) | 01/03/2024 | — | Current | | HAVAS, SIMON | [000297660](/search.md) | 27/07/2026 | — | Current | | HECK, BRENDAN MARK | [000454002](/search.md) | 16/05/2018 | 30/08/2018 | Ceased | | HORIZON FINANCIAL DESIGN PTY LTD | [001301103](/search.md) | 01/01/2023 | 30/08/2024 | Ceased | | HUDSON ADVISORY GROUP PTY. LTD. | [000321509](/search.md) | 19/06/2018 | 01/07/2020 | Ceased | | Hallett, Jeremy | [001310151](/search.md) | 01/06/2024 | — | Current | | Hamilton, Catherine Sarah | [001299365](/search.md) | 29/08/2023 | 07/03/2024 | Ceased | | Hua, Kevin Han | [001280776](/search.md) | 24/08/2021 | 31/08/2024 | Ceased | | Hui, Michael | [001317119](/search.md) | 01/03/2026 | — | Current | | Humphries, Felix Christopher | [001272224](/search.md) | 26/09/2025 | 06/03/2026 | Ceased | | INITIAL CAPITAL PTY LTD | [001258611](/search.md) | 01/01/2023 | — | Current | | INYATI CAPITAL PTY LTD | [001287573](/search.md) | 11/05/2021 | 16/09/2021 | Ceased | | Ioannidis, David | [001321089](/search.md) | 01/05/2026 | — | Current | | KIMPTON, DEAN WEBSTER | [000452489](/search.md) | 06/08/2018 | 19/07/2019 | Ceased | | KIRKCALDIE, ANDREW | [000283896](/search.md) | 11/10/2019 | 11/02/2022 | Ceased | | KRUGER, James Roderick Lockhart | [001309753](/search.md) | 01/06/2024 | — | Current | | Knight, Luke Jordan | [001311470](/search.md) | 16/09/2024 | 15/10/2024 | Ceased | | Kwan, Kien Khan | [001277516](/search.md) | 24/08/2021 | 31/08/2024 | Ceased | | LANDEN FUNDS MANAGEMENT PTY LTD | [001292417](/search.md) | 18/08/2021 | — | Current | | LAPTHORNE, PETER | [000290751](/search.md) | 16/03/2024 | 09/12/2024 | Ceased | | LUCK, ALEXANDER | [000454091](/search.md) | 13/05/2022 | 15/10/2024 | Ceased | | Lane, Joshua | [001250847](/search.md) | 19/06/2018 | 05/12/2018 | Ceased | | Levinson, Mark Jay | [001262562](/search.md) | 06/03/2018 | — | Current | | MAIL, DYLAN | [000245020](/search.md) | 17/01/2022 | — | Current | | MATKOVIC, SONIA | [000332435](/search.md) | 06/03/2023 | 15/03/2024 | Ceased | | MATKOVIC, SONIA | [000332435](/search.md) | 16/03/2024 | 04/10/2024 | Ceased | | MAXCAM CAPITAL PTY LTD | [001304958](/search.md) | 01/03/2024 | — | Current | | MEDHURST, WILLIAM | [000255311](/search.md) | 19/12/2019 | 15/08/2024 | Ceased | | MELBOURNE CAPITAL PARTNERS PTY LTD | [001285017](/search.md) | 01/01/2021 | 30/09/2022 | Ceased | | MICOD PTY LTD | [000290752](/search.md) | 16/03/2024 | 09/12/2024 | Ceased | | MONACO SIXTY NINE PTY LTD | [001280227](/search.md) | 03/02/2020 | 31/12/2020 | Ceased | | MOUSA, MATTHEW | [001237777](/search.md) | 05/06/2020 | 10/03/2021 | Ceased | | MUTUAL EQUITY PTY LTD | [001281510](/search.md) | 17/04/2020 | 15/12/2020 | Ceased | | Maistry, Dane | [001005932](/search.md) | 28/11/2022 | 23/02/2024 | Ceased | | Maistry, Dane | [001005932](/search.md) | 26/02/2024 | 04/10/2024 | Ceased | | Manolas, George | [001310212](/search.md) | 01/07/2024 | 31/03/2026 | Ceased | | Marshall, Trent | [001281512](/search.md) | 17/04/2020 | 15/12/2020 | Ceased | | McVeigh, Andrew Benjamin | [001283762](/search.md) | 01/08/2022 | 31/01/2023 | Ceased | | Medrano, Carlos | [001240942](/search.md) | 23/10/2025 | — | Current | | Moss, Stephen John | [001293511](/search.md) | 01/03/2024 | — | Current | | NEST EGG FINANCIAL PLANNING PTY. LIMITED | [000441456](/search.md) | 26/08/2022 | 04/10/2024 | Ceased | | NORTHCLIFFE ADVISORY PTY LTD | [001321080](/search.md) | 01/05/2026 | — | Current | | O'HARA PARTNERS INVESTMENTS PTY LTD | [001257322](/search.md) | 04/07/2018 | 10/03/2025 | Ceased | | O'HARA, DEAN BURKE | [000458754](/search.md) | 04/07/2018 | 10/03/2025 | Ceased | | OLMEDO, FIONA | [000300220](/search.md) | 05/12/2018 | 06/12/2018 | Ceased | | OLMEDO, FIONA | [001234535](/search.md) | 06/12/2018 | 14/08/2019 | Ceased | | OPTIX TRADING PTY LTD | [001292689](/search.md) | 31/08/2021 | 01/05/2026 | Ceased | | Ong, Jade Ngoc | [001280964](/search.md) | 24/08/2021 | 31/08/2024 | Ceased | | Oostdam, Jacob Reide | [001310903](/search.md) | 24/07/2024 | 15/10/2024 | Ceased | | PAGOTTO, JUSTIN | [000231525](/search.md) | 25/12/2020 | 30/04/2025 | Ceased | | PARKER WINSTON PTY LTD | [001292560](/search.md) | 24/08/2021 | 01/12/2022 | Ceased | | PARTRIDGE, DREW FITZGERALD | [001003906](/search.md) | 03/08/2021 | 01/10/2024 | Ceased | | PITON PARTNERS PTY LTD | [001316982](/search.md) | 01/03/2026 | — | Current | | PLANNING IQ NOMINEES PTY LTD | [001249498](/search.md) | 16/12/2022 | 15/08/2024 | Ceased | | PRIMAL CAPITAL RESEARCH PTY LTD | [001304741](/search.md) | 17/07/2023 | 01/08/2024 | Ceased | | PRIMAL CAPITAL RESEARCH PTY LTD | [001304741](/search.md) | 01/09/2025 | — | Current | | Peek, Barton Edward | [001259107](/search.md) | 12/06/2023 | 30/11/2023 | Ceased | | Pickett, Ashley | [001304354](/search.md) | 03/07/2023 | 15/10/2024 | Ceased | | REMARA INVESTMENT MANAGEMENT PTY LTD | [001283760](/search.md) | 01/08/2022 | 31/01/2023 | Ceased | | RIDGEBACK INVESTMENTS PTY LTD | [001292159](/search.md) | 03/08/2021 | 01/10/2024 | Ceased | | RISK INSURANCE SERVICES PTY LTD | [001250296](/search.md) | 05/04/2023 | 13/12/2024 | Ceased | | ROUSELL, REBECCA | [001004186](/search.md) | 01/12/2023 | 02/12/2023 | Ceased | | ROUSELL, REBECCA | [001004186](/search.md) | 03/12/2023 | 15/08/2024 | Ceased | | RUSSELL, JULIAN | [000331212](/search.md) | 28/07/2023 | 30/04/2025 | Ceased | | Roantree, Scott Dennis | [001293488](/search.md) | 01/03/2024 | — | Current | | Rofe, Philip Barclay | [001001207](/search.md) | 01/04/2024 | 22/10/2025 | Ceased | | Rutter, Thomas | [001271604](/search.md) | 30/07/2024 | 15/10/2024 | Ceased | | SAVELLIS, BILL | [000327717](/search.md) | 03/05/2022 | 04/10/2024 | Ceased | | SAXXAS PTY LTD | [001296279](/search.md) | 09/04/2022 | 28/08/2024 | Ceased | | SCHONFELDER, LACHLAN DOUGLAS SUNDERLAND | [000271129](/search.md) | 27/11/2017 | 15/08/2024 | Ceased | | SHARES IN VALUE PTY LTD | [001283429](/search.md) | 21/05/2021 | 31/05/2024 | Ceased | | SHARPBRIDGE FINANCE PTY LTD | [001256041](/search.md) | 03/05/2023 | 15/08/2024 | Ceased | | SHORE FINANCIAL PLANNING & INSURANCE PTY LTD | [001236632](/search.md) | 01/12/2020 | 14/12/2021 | Ceased | | SIMMONS PARTNERSHIP FINANCIAL SERVICES PTY LTD | [001275404](/search.md) | 17/01/2022 | — | Current | | SKINNER, DANIEL | [001003969](/search.md) | 11/04/2026 | — | Current | | STOIKOS, ILIAS THEODORE | [000222889](/search.md) | 09/04/2022 | 29/09/2022 | Ceased | | STOIKOS, ILIAS THEODORE | [000222889](/search.md) | 28/03/2023 | 28/08/2024 | Ceased | | STONE, JOSHUA | [000305661](/search.md) | 27/03/2024 | 09/12/2024 | Ceased | | STONEBRIDGE MANAGEMENT SERVICES PTY LIMITED | [001316590](/search.md) | 01/08/2025 | — | Current | ### When those authorisations ended | Year ended | Authorisations | Share | |---|---|---| | [2026](/ceased/2026.md) | 10 | 4.7% | | [2025](/ceased/2025.md) | 24 | 11.3% | | [2024](/ceased/2024.md) | 73 | 34.3% | | [2023](/ceased/2023.md) | 10 | 4.7% | | [2022](/ceased/2022.md) | 7 | 3.3% | | [2021](/ceased/2021.md) | 10 | 4.7% | | [2020](/ceased/2020.md) | 9 | 4.2% | | [2019](/ceased/2019.md) | 5 | 2.3% | | [2018](/ceased/2018.md) | 7 | 3.3% | ### Licensees of a similar size - [ALTERNATIVE MEDIA PTY LTD](/licensee/alternative-media-pty-ltd.md) — 224 - [AXIES PTY. LTD.](/licensee/axies-pty-ltd.md) — 222 - [AKAMBO PTY LTD](/licensee/akambo-pty-ltd.md) — 219 - [CLIMB WEALTH PTY LTD](/licensee/climb-wealth-pty-ltd.md) — 219 - [LIFESTYLE ASSET MANAGEMENT PTY LTD](/licensee/lifestyle-asset-management-pty-ltd.md) — 218 - [ADVICE EVOLUTION PTY LTD](/licensee/advice-evolution-pty-ltd.md) — 218 - [MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD](/licensee/mercer-financial-advice-australia-pty-ltd.md) — 217 - [HUNTER GREEN PTY LTD](/licensee/hunter-green-pty-ltd.md) — 213 - [ANSVAR INSURANCE LIMITED](/licensee/ansvar-insurance-limited.md) — 207 - [AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD](/licensee/australian-mortgage-and-financial-advisers-pty-ltd.md) — 207 - [CITIGROUP PTY LIMITED](/licensee/citigroup-pty-limited.md) — 206 - [AVALONFS PTY LTD](/licensee/avalonfs-pty-ltd.md) — 204 - [INTEGRITY FINANCIAL PLANNERS PTY. LTD.](/licensee/integrity-financial-planners-pty-ltd.md) — 203 - [BOSTON REED PTY LTD](/licensee/boston-reed-pty-ltd.md) — 203 - [ORD MINNETT LIMITED](/licensee/ord-minnett-limited.md) — 203 ### Money lost after advice you were given? 213 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) --- Página: https://afs-rep.pages.dev/licensee/havana-financial-services-pty-ltd/ Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission Recolha: 2026-08-19