# INSIGHT INVESTMENT PARTNERS PTY LTD — its AFS authorised representatives — afs-rep

> 69 people and firms have been authorised by INSIGHT INVESTMENT PARTNERS PTY LTD under AFS licence 368175: 45 current, 24 ceased.

## Authorised representatives of INSIGHT INVESTMENT PARTNERS PTY LTD

69 people and firms have been authorised to act for INSIGHT INVESTMENT PARTNERS PTY LTD under AFS licence 368175 — the 293rd largest of the 332 licensees with a page here. 45 of those authorisations are current; 24 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, **INSIGHT INVESTMENT PARTNERS PTY LTD** is
usually the name that goes on the complaint, not theirs.

48 of the 69 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 368175 · ABN/ACN 35136879484 · licensed since 08/11/2010 · New South Wales

### Representatives of INSIGHT INVESTMENT PARTNERS PTY LTD

*Authorisations by INSIGHT INVESTMENT PARTNERS PTY LTD, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ACACIA FINANCIAL ADVISORY PTY LTD | [001316730](/search.md) | 07/08/2025 | — | Current |
| AKKAWI, TONY JOE | [000441956](/search.md) | 11/08/2025 | — | Current |
| AMPHORA PRIVATE WEALTH PTY LTD | [001299135](/search.md) | 15/09/2022 | — | Current |
| BALFOUR, ALEXANDER DAVID | [000428991](/search.md) | 02/10/2012 | 01/05/2013 | Ceased |
| BALLIN, JAMES NEVILLE | [000448674](/search.md) | 15/08/2022 | 27/06/2025 | Ceased |
| C A HILL FINANCIAL SERVICES PTY LTD | [000341762](/search.md) | 02/12/2019 | — | Current |
| CHEN, ZUAN | [000382414](/search.md) | 01/04/2019 | 30/04/2019 | Ceased |
| CHIEF MONEY GROUP PTY LTD | [001314600](/search.md) | 31/03/2025 | — | Current |
| CUNNINGHAM, DANIEL BARNABAS | [000426245](/search.md) | 02/12/2019 | — | Current |
| DANIEL, ROBERT | [000255870](/search.md) | 18/07/2024 | — | Current |
| DANIEL, ROBERT ARTHUR | [001310433](/search.md) | 18/07/2024 | — | Current |
| DESMAR CONSULTANTS PTY. LIMITED | [000304825](/search.md) | 01/10/2014 | 30/06/2015 | Ceased |
| Dening, Jody Lee | [001252252](/search.md) | 21/02/2022 | 25/02/2022 | Ceased |
| FELLAS, CHRISTOPHER GLENN | [000339065](/search.md) | 15/12/2011 | — | Current |
| FUTUREFLOW FINANCIAL ADVICE PTY LTD | [001304704](/search.md) | 01/07/2023 | — | Current |
| Falkinder, Sarah Ann | [001266592](/search.md) | 05/03/2024 | 31/12/2025 | Ceased |
| GUTHRIE, JOHN DAVID | [001004820](/search.md) | 19/09/2022 | — | Current |
| Gardner, Rodney James | [001003629](/search.md) | 11/03/2019 | 30/11/2020 | Ceased |
| Hersey, Paul | [001258685](/search.md) | 01/05/2021 | 31/12/2021 | Ceased |
| Holland, Kerrod Michael Taylor | [001304451](/search.md) | 31/07/2024 | — | Current |
| IIP ASSET MANAGEMENT PTY LTD | [001298165](/search.md) | 29/07/2022 | — | Current |
| INFINITY CAPITAL FINANCIAL PLANNING PROPRIETARY LIMITED | [001240628](/search.md) | 20/12/2018 | 30/04/2019 | Ceased |
| JOHNS, MEAGHAN JANE | [000305926](/search.md) | 31/05/2023 | — | Current |
| JONOROO HOLDINGS PTY LTD | [000456625](/search.md) | 05/02/2024 | — | Current |
| JOY & CLARITY FINANCIAL PLANNING PTY LTD | [001320799](/search.md) | 14/04/2026 | — | Current |
| Jansen Van Vuuren, Werner | [001257043](/search.md) | 19/02/2019 | 20/03/2020 | Ceased |
| KARAKAIDOS, THEMISTOKLIS | [001235130](/search.md) | 07/09/2015 | 26/02/2019 | Ceased |
| KIDSTRONG PTY LTD | [001280472](/search.md) | 01/06/2023 | — | Current |
| LINGARD, RODNEY JOHN | [000248734](/search.md) | 01/07/2020 | 25/02/2021 | Ceased |
| LOADSMAN, GLENN JOHN | [000334097](/search.md) | 16/12/2019 | 28/02/2020 | Ceased |
| LOTS FP PTY LTD | [001308253](/search.md) | 04/03/2024 | 31/12/2025 | Ceased |
| LUNA FINANCIAL SERVICES PTY LTD | [001307096](/search.md) | 06/12/2023 | — | Current |
| LUNA FINANCIAL SERVICES PTY LTD | [001313115](/search.md) | 23/12/2024 | — | Current |
| LYON, ANTHONY PAUL | [000380137](/search.md) | 02/04/2013 | 01/06/2020 | Ceased |
| MAVUNO FINANCIAL PLANNING PTY LTD | [001267704](/search.md) | 01/05/2021 | 31/12/2021 | Ceased |
| MOFFATT, STANLEY ROSWELL | [000249314](/search.md) | 26/08/2024 | — | Current |
| MOOLAWISE PTY LTD | [001279533](/search.md) | 16/12/2019 | 15/04/2020 | Ceased |
| Mannion, Jonathon Gregory | [001004643](/search.md) | 08/10/2024 | — | Current |
| McLean, Robert James | [001007882](/search.md) | 01/05/2015 | 21/05/2018 | Ceased |
| Morfesse, Stephen James | [001270934](/search.md) | 01/10/2021 | — | Current |
| NEXAONE ADVISORY PTY LTD | [001318876](/search.md) | 12/12/2025 | 02/02/2026 | Ceased |
| Nizamdere, Emre | [001257904](/search.md) | 10/04/2025 | — | Current |
| O'NEILL, DEAN | [000449132](/search.md) | 21/11/2013 | 28/02/2019 | Ceased |
| ONE WEALTH ADVISORY PTY LTD | [000470707](/search.md) | 01/08/2021 | — | Current |
| PARAGON WEALTH MANAGEMENT PTY LTD | [001007790](/search.md) | 01/10/2021 | — | Current |
| PARSONS, RICHIE JOHN | [000232627](/search.md) | 01/03/2024 | — | Current |
| PIVOTAL FINANCIAL PLANNING PTY LTD | [000255521](/search.md) | 01/02/2024 | — | Current |
| PLNT FINANCIAL PTY LTD | [001321614](/search.md) | 08/06/2026 | — | Current |
| Pavani, Michael | [001005648](/search.md) | 03/04/2017 | 19/11/2018 | Ceased |
| ROONEY, JONATHAN MICHAEL | [000233083](/search.md) | 05/02/2024 | — | Current |
| SANDRINGHAM WEALTH PTY LTD | [001273671](/search.md) | 08/10/2024 | — | Current |
| SCOPE FINANCIAL ADVISERS PTY LTD | [000341440](/search.md) | 17/12/2021 | — | Current |
| SF ADVISERS PTY LTD | [001235161](/search.md) | 17/12/2021 | — | Current |
| SINGH, VIKRAM | [000413884](/search.md) | 12/12/2025 | 02/02/2026 | Ceased |
| SPARK WEALTH ADVISERS PTY LTD | [001314721](/search.md) | 10/04/2025 | — | Current |
| SPORK, BRETT ANDREW | [000422724](/search.md) | 06/06/2012 | 13/02/2013 | Ceased |
| Solis Santacruz, Juan Salvador | [001269174](/search.md) | 03/07/2023 | — | Current |
| Stanes, Ry | [001002746](/search.md) | 14/09/2020 | — | Current |
| Sykes, Georgia Paige | [001294173](/search.md) | 01/02/2024 | — | Current |
| TENEX WEALTH PTY LTD | [001310645](/search.md) | 31/07/2024 | — | Current |
| THE TRUSTEE FOR HAYWARD FAMILY DISCRETIONARY TRUST | [001321182](/search.md) | 12/05/2026 | — | Current |
| THE TRUSTEE FOR THE PARSONS FAMILY TRUST | [000232626](/search.md) | 01/03/2024 | — | Current |
| TJ'S FINANCIAL STRATEGIES PTY LTD | [001316785](/search.md) | 11/08/2025 | — | Current |
| TRINICK, ANDREW PAUL | [000312997](/search.md) | 01/10/2021 | — | Current |
| Thomas, Sara Jane | [001252228](/search.md) | 07/08/2025 | — | Current |
| Truman, Karen de la Pena | [001008604](/search.md) | 02/07/2020 | — | Current |
| WALTERS, PETER | [000400819](/search.md) | 17/12/2021 | — | Current |
| WARDLE, ANDREW | [000453870](/search.md) | 20/02/2014 | 25/08/2014 | Ceased |
| Yang, Xi Benny | [001306626](/search.md) | 01/04/2025 | — | Current |

### When those authorisations ended

| Year ended | Authorisations | Share |
|---|---|---|
| [2026](/ceased/2026.md) | 2 | 2.9% |
| [2025](/ceased/2025.md) | 3 | 4.3% |
| [2022](/ceased/2022.md) | 1 | 1.4% |
| [2021](/ceased/2021.md) | 3 | 4.3% |
| [2020](/ceased/2020.md) | 5 | 7.2% |
| [2019](/ceased/2019.md) | 4 | 5.8% |
| [2018](/ceased/2018.md) | 2 | 2.9% |
| [2015](/ceased/2015.md) | 1 | 1.4% |
| [2014](/ceased/2014.md) | 1 | 1.4% |
| [2013](/ceased/2013.md) | 2 | 2.9% |

### Licensees of a similar size

- [MACRO CAPITAL LIMITED](/licensee/macro-capital-limited.md) — 71
- [WILLIS AUSTRALIA LIMITED](/licensee/willis-australia-limited.md) — 70
- [EMERALD FINANCIAL GROUP PTY LTD](/licensee/emerald-financial-group-pty-ltd.md) — 70
- [GILL AND CO ADVISORY PTY LTD](/licensee/gill-and-co-advisory-pty-ltd.md) — 70
- [CRM BROKERS PTY LIMITED](/licensee/crm-brokers-pty-limited.md) — 69
- [LONGREACH ALTERNATIVES LTD](/licensee/longreach-alternatives-ltd.md) — 69
- [THE COMPLETE PLANNER PTY LTD](/licensee/the-complete-planner-pty-ltd.md) — 69
- [BK CONSULTING (AUST) PTY LTD](/licensee/bk-consulting-aust-pty-ltd.md) — 69
- [ORACLE INVESTMENT MANAGEMENT PTY LTD](/licensee/oracle-investment-management-pty-ltd.md) — 69
- [NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD](/licensee/nsw-complete-financial-services-group-pty-ltd.md) — 69
- [SANDFORD CAPITAL PTY LIMITED](/licensee/sandford-capital-pty-limited.md) — 69
- [FINEXIA SECURITIES LTD](/licensee/finexia-securities-ltd.md) — 69
- [GUARDIAN SECURITIES LIMITED](/licensee/guardian-securities-limited.md) — 68
- [AUTO & GENERAL INSURANCE COMPANY LIMITED](/licensee/auto-general-insurance-company-limited.md) — 68
- [TYRO PAYMENTS LIMITED](/licensee/tyro-payments-limited.md) — 68

### Money lost after advice you were given?

69 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/insight-investment-partners-pty-ltd/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19