Authorised representatives of INSIGHT INVESTMENT SERVICES PTY LTD
290 people and firms have been authorised to act for INSIGHT INVESTMENT SERVICES PTY LTD under AFS licence 309996 — the 108th largest of the 332 licensees with a page here. 110 of those authorisations are current; 184 have ended.
294authorisations
110current
184ended
232also authorised elsewhere
2008first 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, INSIGHT INVESTMENT SERVICES PTY LTD is usually the name that goes on the complaint, not theirs.
232 of the 290 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 309996 · ABN/ACN 22122230835 · licensed since 24/04/2007 · Western Australia
Representatives of INSIGHT INVESTMENT SERVICES PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 3D WEALTH PTY LTD | 001303902 | 08/06/2023 | — | Current |
| ACN 147 346 192 PTY LTD | 000406251 | 02/07/2012 | 22/04/2014 | Ceased |
| AITKEN, BRETT KENNETH | 000410970 | 20/03/2020 | 30/06/2022 | Ceased |
| ALFRED, BRADLEY LANCE | 000326868 | 20/06/2008 | 16/02/2017 | Ceased |
| ANSELL, MICHAEL OWEN CHARLES | 000335708 | 20/03/2020 | 16/06/2021 | Ceased |
| ARNOLD, GEOFFREY ALFRED | 000244642 | 17/12/2018 | 30/04/2020 | Ceased |
| ATLANTIC FINANCIAL PLANNERS PTY LTD | 001255912 | 20/03/2020 | 21/07/2023 | Ceased |
| AUDINO, VALENTINO CHARLES | 000255608 | 08/10/2025 | — | Current |
| AUSTRALIAN FINANCIAL PLANNING ORGANISATION PTY LTD | 000431314 | 02/04/2025 | 11/02/2026 | Ceased |
| AVANTI FINANCIAL PTY LTD | 001288394 | 28/08/2024 | — | Current |
| BAI, JENNY | 000279425 | 20/03/2020 | 30/06/2023 | Ceased |
| BAKER WEALTH & INVESTMENTS PTY LTD | 001279306 | 20/03/2020 | 28/02/2022 | Ceased |
| BAKER, MATTHEW | 001237866 | 03/07/2026 | — | Current |
| BAKER, ROBERT JAMES | 000283509 | 20/03/2020 | 28/02/2022 | Ceased |
| BAKER, SCOTT | 000301255 | 02/07/2025 | — | Current |
| BARNES, TIMOTHY DAVID | 000265140 | 17/07/2023 | 25/06/2025 | Ceased |
| BAYWEALTH PTY LTD | 000332901 | 17/07/2023 | 25/06/2025 | Ceased |
| BEAL, MICHAEL | 000468078 | 06/02/2026 | — | Current |
| BEATH, OSCAR ANTONY EARDLEY | 000313404 | 01/04/2008 | 17/01/2020 | Ceased |
| BEE LIMITLESS WITH WEALTH PTY LTD | 001306941 | 27/11/2023 | — | Current |
| BERNIE CASPER FINANCIAL SERVICES PTY LTD | 000423885 | 28/06/2012 | 10/06/2014 | Ceased |
| BOURIS, NATHAN | 000344749 | 22/04/2025 | 12/06/2026 | Ceased |
| BRETT, STEPHEN JAMES | 000254367 | 13/09/2010 | 31/10/2011 | Ceased |
| BREWER, COLIN HENRY | 000245835 | 01/04/2008 | 27/11/2008 | Ceased |
| BROWN, BOYD DOUGLAS | 000244287 | 29/01/2021 | 23/06/2021 | Ceased |
| BURGESS, MICHAEL | 001272151 | 19/12/2018 | 08/05/2019 | Ceased |
| BUXTON ADVISORY PTY LTD | 001299746 | 01/11/2022 | — | Current |
| BYB WEALTH MANAGEMENT PTY LTD | 000431427 | 20/03/2020 | 28/02/2022 | Ceased |
| Bacon, Bradley Robert | 001239136 | 09/11/2021 | — | Current |
| Bebendorf, Kerry Ann | 001271133 | 13/12/2018 | 30/06/2020 | Ceased |
| Beer, Andrew James | 001272719 | 03/03/2026 | — | Current |
| Benson, Simon | 001006299 | 19/08/2025 | — | Current |
| Bindah, Matthew John | 001268842 | 04/05/2022 | 30/06/2023 | Ceased |
| Bonney, Darren | 001271732 | 18/12/2018 | 30/06/2020 | Ceased |
| Bowman, Michael Richard | 001005661 | 20/03/2020 | 10/08/2021 | Ceased |
| Breckle, Byron | 001257026 | 20/03/2020 | — | Current |
| CARBON GROUP WEALTH PTY LTD | 001292171 | 04/08/2021 | — | Current |
| CARINE INVESTMENTS PTY LTD | 000286802 | 21/11/2023 | — | Current |
| CASPER, BERNIE | 000423855 | 28/06/2012 | 10/06/2014 | Ceased |
| CATALINI, PAUL | 000432601 | 04/01/2023 | 31/03/2025 | Ceased |
| CB WEALTH AUSTRALIA PTY LTD | 001283595 | 23/09/2020 | 06/06/2023 | Ceased |
| CHRISTENSEN, VERN | 000260275 | 01/04/2008 | 18/11/2011 | Ceased |
| CHRISTENSEN, VERN | 000260275 | 09/05/2012 | 16/02/2017 | Ceased |
| CHRISTIE, WILLIAM FRANK | 000313255 | 01/04/2008 | 27/06/2012 | Ceased |
| CLARINGBOLD, REX ALAN | 000244736 | 27/03/2023 | 16/07/2024 | Ceased |
| COASTAL BUSINESS INSURANCE GROUP PTY LTD | 000454239 | 20/03/2020 | — | Current |
| CORNERSTONE PRIVATE WEALTH PTY LTD | 000289254 | 01/11/2019 | — | Current |
| COUGHLIN FINANCIAL SERVICES PTY LTD | 000281154 | 01/04/2008 | 17/09/2010 | Ceased |
| COUGHLIN FINANCIAL SERVICES PTY LTD | 000281154 | 31/10/2013 | 29/01/2020 | Ceased |
| COUGHLIN, MICHAEL THOMAS | 000299142 | 01/04/2008 | 29/01/2020 | Ceased |
| COUGHLIN, THOMAS RICHARD ARCHER | 000313405 | 30/07/2009 | 02/04/2019 | Ceased |
| COWLEY, MICHAEL JOHN | 000273567 | 01/04/2008 | 21/05/2018 | Ceased |
| CRABTREE PRIVATE WEALTH PTY LTD | 001274438 | 01/09/2023 | — | Current |
| CRABTREE, BRETT LEE | 000229193 | 01/09/2023 | — | Current |
| CUMMINS, ERICA JOAN | 000437117 | 17/07/2024 | — | Current |
| Chopra, Vikram | 001006099 | 22/02/2023 | — | Current |
| Collingwood, Garth | 001001684 | 20/03/2020 | 06/06/2022 | Ceased |
| Conroy, Natalie Elizabeth | 001261600 | 04/10/2022 | 30/08/2023 | Ceased |
| Costigan, Benjamin | 001008316 | 30/07/2026 | — | Current |
| Crump, Daniel | 001237313 | 09/09/2020 | 10/08/2021 | Ceased |
| D CRUMP & CO PTY LTD | 001283401 | 09/09/2020 | 10/08/2021 | Ceased |
| DAVID LUKE RETIREMENT PLANNING PTY LTD | 001265207 | 20/03/2020 | 05/04/2022 | Ceased |
| DAVIES, MARK REDFERN | 000277150 | 01/04/2008 | 16/02/2017 | Ceased |
| DEL CASTILLO INVESTMENTS CORP PTY LTD | 000409215 | 01/08/2011 | 10/06/2014 | Ceased |
| DEL CASTILLO, MICHAEL | 000409216 | 01/08/2011 | 10/06/2014 | Ceased |
| DI MAURO, GIUSEPPE | 000250040 | 01/04/2025 | — | Current |
| DKM INVESTMENT SERVICES PTY LTD | 000325570 | 15/05/2008 | 30/06/2020 | Ceased |
| DOAK, ANDREW DAVID | 000258195 | 01/04/2008 | 01/08/2010 | Ceased |
| DOUGLAS, ANTHONY MICHAEL | 000343583 | 30/09/2013 | 22/04/2014 | Ceased |
| DOWLING, MICHAEL GERARD | 000314024 | 01/04/2008 | 01/02/2016 | Ceased |
| DYSART, PATRICK JAMES | 000285835 | 02/04/2025 | 11/02/2026 | Ceased |
| Dale, Tim | 001008872 | 20/03/2020 | 27/06/2024 | Ceased |
| Davis, Ricky Arthur | 001008856 | 20/03/2020 | 30/06/2023 | Ceased |
| Davison, Tahni | 001007692 | 01/11/2019 | 31/05/2021 | Ceased |
| Di Iorio, Poonam | 001008527 | 20/09/2022 | — | Current |
| Dubelaar, Thomas | 001006275 | 20/03/2020 | 19/05/2026 | Ceased |
| EDGAR, KYMBERLY | 000356631 | 20/03/2020 | 15/10/2021 | Ceased |
| EDWARDS, MARK | 000311287 | 13/12/2022 | — | Current |
| EIGHT FINANCIAL PTY LTD | 000428548 | 19/09/2022 | — | Current |
| ELLIS, DANNY JOHN | 000240623 | 07/08/2025 | — | Current |
| FAB (QLD) PTY LTD | 000300490 | 20/03/2020 | 01/10/2020 | Ceased |
| FINANCIAL PLANNING QLD PTY LTD | 001289377 | 02/08/2022 | — | Current |
| FISHER-STAMP, JOHN THOMAS | 000330033 | 19/09/2008 | 16/02/2017 | Ceased |
| FOREMAN FINANCIAL GROUP PTY LTD | 001252892 | 20/03/2020 | — | Current |
| FOREMAN, THOMAS EDWARD | 000439076 | 20/03/2020 | — | Current |
| FRASER COAST FINANCIAL PLANNING PTY LTD | 000414386 | 03/07/2026 | — | Current |
| FRASER, BRENT Paul | 000263304 | 13/08/2013 | 11/02/2016 | Ceased |
| FREESTONE INVESTMENTS PTY LTD | 001307704 | 30/01/2024 | — | Current |
| GARCIA, MARIA | 000300297 | 14/09/2020 | 30/12/2021 | Ceased |
| GEMMILL, CRAIG STUART | 000249940 | 12/04/2013 | 14/06/2021 | Ceased |
| GEORGE, KYLIE ANN | 000424874 | 10/11/2025 | — | Current |
| GHEA, ANDREW MARTIN | 000302896 | 01/04/2008 | 27/05/2011 | Ceased |
| GLENNEN, PAUL GERARD | 000401523 | 20/03/2020 | 30/09/2022 | Ceased |
| GODFREY, STEPHEN ALEXANDER | 000407622 | 01/07/2011 | 21/10/2011 | Ceased |
| GRAHAM, SHANE JOHN | 000319805 | 17/07/2024 | 12/08/2025 | Ceased |
| GURNEY, GLEN | 000236954 | 01/11/2019 | 09/01/2023 | Ceased |
| Goss, Debbie | 001269760 | 27/03/2026 | — | Current |
| Guy, Rebecca | 001252102 | 20/03/2020 | 30/03/2021 | Ceased |
| HABERFIELD, MIKE | 000231595 | 10/10/2023 | 26/09/2025 | Ceased |
| HAMPTON, JOSHUA JOHN | 001002846 | 21/05/2021 | 16/08/2022 | Ceased |
| HANLEY, PAUL BUXTON | 000441990 | 01/11/2022 | — | Current |
| HARGRAVES, CRAIG WILLIAM | 000252681 | 27/03/2026 | — | Current |
| HAUTANIEMI, JASON RISTO | 000235179 | 20/03/2020 | 04/09/2020 | Ceased |
| HEINS, TRUDY ANN | 000248550 | 30/09/2022 | 16/10/2023 | Ceased |
| HENNESSY, GAVIN ANTHONY | 000355077 | 14/05/2010 | 29/08/2011 | Ceased |
| HERDMAN, CHRISTOPHER | 000457312 | 26/09/2022 | — | Current |
| HH WEALTH CREATION PTY LTD | 001251789 | 20/03/2020 | 29/06/2021 | Ceased |
| HICKS, JANEAN EDNA | 000344257 | 16/09/2021 | — | Current |
| HOLLAND, LISA CHRISTINE | 000293240 | 20/03/2020 | — | Current |
| HUNTER ALPHA INVESTMENTS PTY LTD | 001263770 | 20/03/2020 | 23/11/2020 | Ceased |
| Hall, Caitlin | 001251788 | 20/03/2020 | 28/02/2022 | Ceased |
| Hallett, Stephenie Marie | 001315967 | 05/03/2026 | — | Current |
| Hargraves, Matthew William | 001262913 | 26/05/2026 | — | Current |
| Hargraves, Michelle Susan | 001263057 | 26/05/2026 | — | Current |
| Holme, Christopher | 001004793 | 20/03/2020 | 30/03/2021 | Ceased |
| Howard, Leighton James | 001310718 | 08/10/2025 | — | Current |
| Hunter, Samuel William | 001008237 | 20/03/2020 | 23/11/2020 | Ceased |
| Hussein, Mohammad | 000288941 | 03/08/2020 | 30/06/2022 | Ceased |
| INSURANCEPLUS (AUSTRALIA) PTY LTD | 001320267 | 19/03/2026 | — | Current |
| INSURE CONTROL PTY LTD | 000410971 | 20/03/2020 | 30/06/2022 | Ceased |
| INVESTORWISE FINANCIAL PTY LTD | 000294266 | 29/01/2021 | 23/06/2021 | Ceased |
| JAKUPOVIC FINANCIAL CONSULTING PTY LTD | 001285037 | 01/08/2023 | — | Current |
| JAKUPOVIC, JASMIN | 000471794 | 01/08/2023 | — | Current |
| JANETZKI, ROSS DONALD | 000410279 | 24/08/2011 | 15/11/2011 | Ceased |
| JASON HAUTANIEMI INSURANCE SERVICES PTY. LTD. | 000234073 | 20/03/2020 | 04/09/2020 | Ceased |
| JOHNSTON, PAUL THOMAS | 000267308 | 01/04/2008 | 10/08/2009 | Ceased |
| JOLLEY, GLEN ARTHUR | 000277999 | 01/04/2008 | 12/12/2013 | Ceased |
| James, Ryan | 001294629 | 20/12/2021 | 23/02/2024 | Ceased |
| Johnson, Maggie Rose | 001235022 | 20/03/2020 | 25/06/2024 | Ceased |
| Jolly, Nicholas Kenneth | 001258068 | 28/08/2024 | — | Current |
| Jones, Christopher | 001005883 | 20/03/2020 | 30/06/2023 | Ceased |
| KAPINIARIS, GEORGE | 000311716 | 10/10/2023 | — | Current |
| KEANE, ROBERT SEAN | 000240437 | 09/11/2021 | 04/01/2023 | Ceased |
| KELLY, BARBARA | 000409876 | 20/03/2020 | — | Current |
| KENSINGTON WEALTH SERVICES PTY LTD | 001299854 | 07/11/2022 | 31/07/2023 | Ceased |
| KEYSTONE FINANCIAL SERVICES PTY LTD | 001279093 | 02/07/2024 | — | Current |
| KWA, SENG CHOON | 000250075 | 19/09/2022 | — | Current |
| Kettemann, Andreas | 001257779 | 12/10/2021 | — | Current |
| Kruit, Robert Allen | 001258939 | 01/09/2021 | — | Current |
| LAKE, ALAN | 000248442 | 12/06/2026 | — | Current |
| LEGACY PRIVATE WEALTH PTY LTD | 001249627 | 17/12/2019 | — | Current |
| LEIS, REGINALD JOHN | 000235183 | 20/03/2020 | 16/12/2021 | Ceased |
| LENNON, STEPHEN FRANCIS | 000277149 | 01/04/2008 | 30/06/2020 | Ceased |
| LONGEVITY RETIREMENT PLANNING PTY LTD | 001273951 | 20/03/2020 | 30/06/2023 | Ceased |
| Laydon, Ryan | 001319236 | 13/01/2026 | — | Current |
| Ledgar, Ella | 001271307 | 24/11/2022 | 16/11/2023 | Ceased |
| Lenton, Stuart | 001005886 | 22/02/2023 | — | Current |
| Loring, Richard Searle | 001256867 | 21/02/2024 | — | Current |
| Luke, David | 001005632 | 20/03/2020 | 05/04/2022 | Ceased |
| MACARTHUR WEALTH MANAGEMENT PTY LTD | 001282807 | 03/08/2020 | 30/06/2022 | Ceased |
| MACDONALD, RHYS | 001252808 | 17/10/2023 | 14/12/2023 | Ceased |
| MALLAM, GREGORY DOUGLAS | 000326391 | 02/06/2008 | 30/04/2020 | Ceased |
| MARLES, PETER | 000250056 | 01/04/2008 | 30/06/2020 | Ceased |
| MARSHALL, DANIEL ROBERT | 000411247 | 12/09/2011 | 12/09/2017 | Ceased |
| MARTIN, VINCENT THOMAS | 000282912 | 20/10/2010 | 15/02/2012 | Ceased |
| MAURER, PETER | 000242830 | 20/03/2020 | 21/07/2023 | Ceased |
| MCCREDIE, FIONA LYNETTE | 000326869 | 20/06/2008 | 17/01/2014 | Ceased |
| MCCUDDEN, PETER | 000317884 | 01/04/2008 | 09/04/2008 | Ceased |
| MCGUINNESS, BRYAN | 000280753 | 27/01/2022 | 20/09/2024 | Ceased |
| MCKEAN, MICHAEL | 000331793 | 20/03/2020 | 30/06/2022 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 5 | 1.7% |
| 2025 | 9 | 3.1% |
| 2024 | 10 | 3.4% |
| 2023 | 26 | 8.8% |
| 2022 | 21 | 7.1% |
| 2021 | 26 | 8.8% |
| 2020 | 33 | 11.2% |
| 2019 | 5 | 1.7% |
| 2018 | 9 | 3.1% |
| 2017 | 6 | 2.0% |
| 2016 | 2 | 0.7% |
| 2015 | 2 | 0.7% |
| 2014 | 7 | 2.4% |
| 2013 | 5 | 1.7% |
| 2012 | 2 | 0.7% |
| 2011 | 7 | 2.4% |
| 2010 | 4 | 1.4% |
| 2009 | 3 | 1.0% |
| 2008 | 2 | 0.7% |
Licensees of a similar size
- HNW PLANNING PTY LTD — 343
- BKS MARKETS PTY LTD — 337
- SHARTRU WEALTH MANAGEMENT PTY LTD — 323
- FYG PLANNERS PTY LTD — 314
- BR SECURITIES AUSTRALIA PTY LTD — 314
- POLITIS INVESTMENT STRATEGIES PTY LTD — 312
- SANLAM PRIVATE WEALTH PTY LTD — 309
- SPHERE INSURANCE GROUP PTY LTD — 305
- MSC ADVISORY PTY LTD — 291
- LIONSGATE FINANCIAL GROUP PTY. LTD. — 282
- THE HOLLARD INSURANCE COMPANY PTY LTD — 280
- COWDEN (VIC) PTY LTD — 278
- PENINSULA MUTUAL LIMITED — 275
- PETPLAN AUSTRALASIA PTY LTD — 268
- ALPHA INVESTMENT MANAGEMENT PTY LTD — 268
Money lost after advice you were given?
294 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.