# Representatives who left INTERPRAC FINANCIAL PLANNING PTY LTD in 2021 — afs-rep

> 145 authorisations by INTERPRAC FINANCIAL PLANNING PTY LTD ended during 2021.

## Authorisations by INTERPRAC FINANCIAL PLANNING PTY LTD that ended in 2021

145 of the 1,520 authorisations granted by INTERPRAC FINANCIAL PLANNING PTY LTD ended during 2021 — 9.5% of its record, and 0.9% of everything that ended in Australia that year.

If you were advised by one of these people **on or before their end
date**, INTERPRAC FINANCIAL PLANNING PTY LTD is normally the licensee that answers for it. If you
were advised afterwards, it is not — look at who authorised them next.
[Why the dates decide](/complain.md).

[All 1,520 authorisations by INTERPRAC FINANCIAL PLANNING PTY LTD](/licensee/interprac-financial-planning-pty-ltd.md) · [Everything that ended in 2021](/ceased/2021.md)

### The 145 that ended in 2021

*INTERPRAC FINANCIAL PLANNING PTY LTD, ended 2021, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ACCUSERVE TRUST | [001252936](/search.md) | 15/03/2017 | 29/06/2021 | Ceased |
| AFFORDABLE FINANCIAL PLANNING PTY LTD | [001272753](/search.md) | 21/12/2018 | 18/06/2021 | Ceased |
| AGELIS, GEORGE | [001245928](/search.md) | 01/08/2016 | 03/06/2021 | Ceased |
| AHURAHE MAZDA FINANCIAL SERVICES PTY LTD | [001283108](/search.md) | 21/08/2020 | 30/11/2021 | Ceased |
| AUSTIN, DEAN JAMES | [000340200](/search.md) | 01/05/2017 | 31/12/2021 | Ceased |
| AXIS PRIVATE WEALTH PTY LTD | [001282061](/search.md) | 16/06/2020 | 07/07/2021 | Ceased |
| Angel, Peter | [001234567](/search.md) | 19/06/2018 | 31/03/2021 | Ceased |
| Arthur, Luke James | [001270593](/search.md) | 07/12/2018 | 31/12/2021 | Ceased |
| B. WALKER & CO FINANCIAL ADVISERS PTY. LTD. | [001243257](/search.md) | 21/01/2019 | 22/02/2021 | Ceased |
| BALLARAT WEALTH MANAGEMENT PTY LTD | [001251142](/search.md) | 19/06/2018 | 31/03/2021 | Ceased |
| BAUMGARTNER FINANCIAL SERVICES PTY LTD | [001249364](/search.md) | 03/11/2016 | 29/06/2021 | Ceased |
| BDM FINANCIAL ADVISORS PTY LTD | [001242358](/search.md) | 01/10/2020 | 29/06/2021 | Ceased |
| BLANGIARDO, JOHN | [000242271](/search.md) | 09/09/2020 | 03/01/2021 | Ceased |
| BLAZEVIC, ROLAND MIHOVIL | [000230543](/search.md) | 02/03/2015 | 20/05/2021 | Ceased |
| BOTT, MERRIE MARION | [000260346](/search.md) | 15/03/2017 | 29/06/2021 | Ceased |
| BOTTOMLEY FINANCIAL SERVICES PTY LTD | [000412301](/search.md) | 23/06/2014 | 29/06/2021 | Ceased |
| BOTTOMLEY, ANNA | [000339169](/search.md) | 23/06/2014 | 29/06/2021 | Ceased |
| BYRON ORTIZ-FELTON & CO PTY. LTD. | [000385463](/search.md) | 09/04/2020 | 24/11/2021 | Ceased |
| Baumgartner, David Keith | [001250008](/search.md) | 25/11/2016 | 29/06/2021 | Ceased |
| Benney-Morris, Jason | [001247042](/search.md) | 21/03/2020 | 01/04/2021 | Ceased |
| Benney-Morris, Jason | [001247042](/search.md) | 02/04/2021 | 25/10/2021 | Ceased |
| C & Y FINANCIAL SOLUTIONS PTY LTD | [001277512](/search.md) | 16/08/2019 | 18/05/2021 | Ceased |
| CALLAUGHAN, BRADLEY MICHAEL | [000419353](/search.md) | 28/11/2013 | 31/12/2021 | Ceased |
| CATTAPAN, ANTHONY | [000425689](/search.md) | 22/04/2013 | 21/06/2021 | Ceased |
| CHRISTIAN, NICHOLAS | [000284584](/search.md) | 19/12/2015 | 31/12/2021 | Ceased |
| CLARKSON, STEPHEN JOHN | [000468474](/search.md) | 10/11/2014 | 15/12/2021 | Ceased |
| COMAKIS, DIAMANDO | [000278265](/search.md) | 16/06/2020 | 07/07/2021 | Ceased |
| COX, DONALD WILLIAM | [000241245](/search.md) | 01/05/2019 | 31/12/2021 | Ceased |
| CUTILLO, FRANK NEIL | [000417389](/search.md) | 21/07/2014 | 31/12/2021 | Ceased |
| CWS FINANCE PTY LTD | [001281033](/search.md) | 21/03/2020 | 01/04/2021 | Ceased |
| Cardenas Aguilar, Nicolas | [001247473](/search.md) | 07/09/2016 | 20/05/2021 | Ceased |
| Cheong, Howard | [001254266](/search.md) | 16/08/2019 | 18/05/2021 | Ceased |
| Choudhury, Joydeep | [001262252](/search.md) | 27/02/2018 | 24/11/2021 | Ceased |
| Coelho, Simon | [001267519](/search.md) | 26/07/2019 | 31/03/2021 | Ceased |
| D'Costa, Sage | [001254161](/search.md) | 20/08/2020 | 06/08/2021 | Ceased |
| DELBRIDGE FINANCIAL PLANNING PTY LTD | [000246491](/search.md) | 13/12/2019 | 29/06/2021 | Ceased |
| DILLON, NINA KATHLEEN | [001244673](/search.md) | 01/07/2016 | 29/06/2021 | Ceased |
| Davis, James | [001008864](/search.md) | 25/02/2020 | 29/06/2021 | Ceased |
| De Giusti, Elizabeth Maree | [001270639](/search.md) | 10/12/2018 | 07/05/2021 | Ceased |
| Dearsly, Shannon | [001252480](/search.md) | 11/08/2018 | 03/06/2021 | Ceased |
| Dhedhy, Muzzammil Maqsood | [001253151](/search.md) | 24/03/2017 | 19/04/2021 | Ceased |
| Dwyer, John Lawson | [001245121](/search.md) | 14/07/2016 | 29/06/2021 | Ceased |
| ECCLES, ROBERT GEORGE | [000245915](/search.md) | 30/04/2011 | 30/04/2021 | Ceased |
| ELEVATE FINANCIAL PLANNING PTY LTD | [001270324](/search.md) | 05/12/2018 | 31/12/2021 | Ceased |
| ETERNAL ASSET MANAGEMENT PTY. LTD. | [001268948](/search.md) | 02/11/2018 | 16/02/2021 | Ceased |
| ETLANDA PTY LTD | [000406412](/search.md) | 17/06/2011 | 31/03/2021 | Ceased |
| FENN, SUSANNE | [001253687](/search.md) | 02/07/2019 | 17/03/2021 | Ceased |
| FF PLANNING SOLUTIONS PTY LTD | [001252442](/search.md) | 02/03/2017 | 12/04/2021 | Ceased |
| FIRST OPTION FINANCIAL MANAGEMENT PTY LTD | [000242414](/search.md) | 09/09/2020 | 03/01/2021 | Ceased |
| FORTELNY, ANDREW | [000462531](/search.md) | 28/03/2020 | 31/12/2021 | Ceased |
| Frearson, Qing Yun | [001270627](/search.md) | 10/12/2018 | 31/12/2021 | Ceased |
| GC FINANCIAL PTY LTD | [001237807](/search.md) | 06/05/2016 | 04/03/2021 | Ceased |
| GOLD TREE WEALTH ADVISORY PTY. LTD. | [001242101](/search.md) | 20/05/2016 | 13/01/2021 | Ceased |
| Gavrish, Andrew | [001243598](/search.md) | 03/10/2020 | 03/02/2021 | Ceased |
| Giordmaina, Jason | [001243218](/search.md) | 21/06/2016 | 31/01/2021 | Ceased |
| HEJAZ CAPITAL PTY. LTD. | [000461991](/search.md) | 02/11/2016 | 19/04/2021 | Ceased |
| HILMCWIL PTY LTD | [001283321](/search.md) | 03/09/2020 | 17/05/2021 | Ceased |
| HUNTER ALPHA INVESTMENTS PTY LTD | [001263770](/search.md) | 24/11/2020 | 31/12/2021 | Ceased |
| Hedley, Paul Anthony | [001234633](/search.md) | 06/04/2016 | 29/06/2021 | Ceased |
| Hunt, Bradley Alan | [001000913](/search.md) | 19/10/2016 | 29/06/2021 | Ceased |
| Hunter, Samuel William | [001008237](/search.md) | 24/11/2020 | 31/12/2021 | Ceased |
| IMPERIAL CAPITAL GROUP AUSTRALIA PTY LTD | [001286201](/search.md) | 01/04/2021 | 25/10/2021 | Ceased |
| INTERASIA FINANCIAL PLANNING PTY LTD | [001252942](/search.md) | 16/03/2017 | 29/06/2021 | Ceased |
| JENNINGS, HANNAH KRISTINE | [000337171](/search.md) | 02/03/2017 | 12/04/2021 | Ceased |
| JOHN DWYER FINANCIAL SERVICES PTY LTD | [001245119](/search.md) | 14/07/2016 | 29/06/2021 | Ceased |
| JUBILEE FINANCIAL PTY LTD | [001281090](/search.md) | 26/03/2020 | 02/09/2021 | Ceased |
| Kalkan, Metecan | [001234952](/search.md) | 20/12/2018 | 06/09/2021 | Ceased |
| Knezevic, Emil | [001007311](/search.md) | 14/04/2015 | 31/12/2021 | Ceased |
| Kow, Lyndsen | [001284454](/search.md) | 13/11/2020 | 20/09/2021 | Ceased |
| LALANI, ZAHEER | [000427267](/search.md) | 26/03/2020 | 29/08/2021 | Ceased |
| LAMBIS, CHRIS | [000262344](/search.md) | 17/05/2017 | 31/12/2021 | Ceased |
| LEUNG, JEFFREY | [000246026](/search.md) | 17/12/2011 | 25/05/2021 | Ceased |
| LINDBECK, BARRY NEALE | [000439696](/search.md) | 28/03/2020 | 31/12/2021 | Ceased |
| LOCK, MAREE IRIS | [000307208](/search.md) | 31/01/2018 | 29/06/2021 | Ceased |
| LPR TAYLOR FINANCIAL SERVICES PTY LTD | [000320438](/search.md) | 07/07/2018 | 31/12/2021 | Ceased |
| LY, SUE HEA | [000250802](/search.md) | 26/10/2021 | 31/12/2021 | Ceased |
| Lee, Vivian Sze Ying | [001259995](/search.md) | 21/11/2017 | 26/10/2021 | Ceased |
| Lonton, Kellie Ann | [001268627](/search.md) | 24/10/2018 | 29/06/2021 | Ceased |
| MAKTUMI, NASH | [001233293](/search.md) | 21/03/2020 | 31/12/2021 | Ceased |
| MANSELL, BRYAN GERALD | [000246046](/search.md) | 01/10/2015 | 31/12/2021 | Ceased |
| MARWOOD, DAVID | [000238837](/search.md) | 06/05/2011 | 29/06/2021 | Ceased |
| MEECH, PHILLIP MAXWELL | [000283415](/search.md) | 26/02/2020 | 25/11/2021 | Ceased |
| MENLOVE, SIMON | [000225587](/search.md) | 27/03/2020 | 29/06/2021 | Ceased |
| MOUSTAFA, MAHMOUD | [000333436](/search.md) | 26/10/2017 | 31/12/2021 | Ceased |
| MUSUMECI, ROBERT | [000412593](/search.md) | 12/10/2011 | 22/02/2021 | Ceased |
| Maggs, Derwent James | [001269926](/search.md) | 29/11/2018 | 18/01/2021 | Ceased |
| Makadia, Harsh | [001255940](/search.md) | 30/06/2017 | 22/12/2021 | Ceased |
| Marfatia, Sammy Jimm | [001260466](/search.md) | 21/08/2020 | 30/11/2021 | Ceased |
| Mello-Ryan, Gabriel | [001284455](/search.md) | 13/11/2020 | 20/09/2021 | Ceased |
| Miller, Clinton Campbell | [001244765](/search.md) | 26/05/2018 | 12/10/2021 | Ceased |
| Morgan, Brett Anthony | [001242357](/search.md) | 01/10/2020 | 29/06/2021 | Ceased |
| Musa, Marnie | [001002704](/search.md) | 05/12/2018 | 31/12/2021 | Ceased |
| NAUGHTON, SCOTT | [000224513](/search.md) | 12/09/2019 | 31/12/2021 | Ceased |
| NEW MOON TRADING PTY LTD | [001281151](/search.md) | 27/03/2020 | 29/06/2021 | Ceased |
| O'Connor, Paul Anthony | [001272757](/search.md) | 21/12/2018 | 18/06/2021 | Ceased |
| ONEDROP WEALTH PTY LTD | [001272505](/search.md) | 20/12/2018 | 06/09/2021 | Ceased |
| ORTIZ-FELTON, BYRON PATRICK | [000385510](/search.md) | 09/04/2020 | 24/11/2021 | Ceased |
| OZ INVESTMENTS PTY. LTD | [000397880](/search.md) | 10/01/2020 | 29/06/2021 | Ceased |
| OZYON, HAKAN | [000461990](/search.md) | 02/11/2016 | 19/04/2021 | Ceased |
| Ozyon, Ali Murat | [001253013](/search.md) | 21/03/2017 | 19/04/2021 | Ceased |
| Ozyon, Muhammed Cem | [001253315](/search.md) | 29/03/2017 | 19/04/2021 | Ceased |
| PARAMASIVAM, NATHISHA | [000438124](/search.md) | 20/05/2016 | 13/01/2021 | Ceased |
| PILLAR WEALTH PTY LTD | [001008894](/search.md) | 31/01/2018 | 29/06/2021 | Ceased |
| POLLOCK, RICHARD ROBERT ALAN | [000294654](/search.md) | 04/11/2020 | 16/04/2021 | Ceased |
| RATCLIFFE, MICHAEL DUNCAN | [000246118](/search.md) | 10/01/2020 | 29/06/2021 | Ceased |
| RHODES, GEOFFREY ROBERT | [000406411](/search.md) | 17/06/2011 | 31/03/2021 | Ceased |
| Reddy, Samentha | [001246266](/search.md) | 09/08/2016 | 31/12/2021 | Ceased |
| Robbetze, Deon | [001256804](/search.md) | 25/07/2017 | 18/01/2021 | Ceased |
| SAAD, OSAMA | [000420099](/search.md) | 17/06/2016 | 31/12/2021 | Ceased |
| SAFFRON BUSINESS ADVISERS PTY LTD | [001255913](/search.md) | 30/06/2017 | 22/12/2021 | Ceased |
| SALPIGTIDIS, ANTHIMOS | [000246490](/search.md) | 13/12/2019 | 29/06/2021 | Ceased |
| SAVEU.COM.AU PTY. LTD. | [000468471](/search.md) | 10/11/2014 | 15/12/2021 | Ceased |
| SFG FINANCIAL SERVICES PTY LTD | [000473533](/search.md) | 02/03/2015 | 20/05/2021 | Ceased |
| SIMCOCK, COLIN | [000246149](/search.md) | 10/08/2017 | 31/12/2021 | Ceased |
| SINCLAIR FINANCIAL SERVICES PTY LTD | [001235786](/search.md) | 28/09/2015 | 29/06/2021 | Ceased |
| SINCLAIR, JOHN HARVEY | [000246404](/search.md) | 28/09/2015 | 29/06/2021 | Ceased |
| STERLING FINANCIAL PLANNERS PTY LTD | [000437076](/search.md) | 10/08/2017 | 31/12/2021 | Ceased |
| SUTTIE, RICHARD ERIC | [000225410](/search.md) | 02/03/2015 | 20/05/2021 | Ceased |
| SWAN TAXATION SERVICES PTY. LTD. | [001256711](/search.md) | 21/07/2017 | 19/04/2021 | Ceased |
| SYMONS, ANTHONY HAROLD GRAHAM | [000238760](/search.md) | 16/06/2020 | 07/07/2021 | Ceased |
| SYMONS, ANTHONY HAROLD GRAHAM | [000238760](/search.md) | 08/07/2021 | 31/12/2021 | Ceased |
| Schodde, Ingrid | [001271062](/search.md) | 05/06/2020 | 15/05/2021 | Ceased |
| Shah, Chirag Dilip | [001271731](/search.md) | 18/12/2018 | 31/12/2021 | Ceased |
| TAYLOR, AIMEE CAITLIN | [000472108](/search.md) | 10/11/2020 | 20/06/2021 | Ceased |
| TAYLOR, LANE | [000346050](/search.md) | 07/07/2018 | 31/12/2021 | Ceased |
| THE TRUSTEE FOR RMC FINANCIAL PLANNING TRUST | [000412592](/search.md) | 12/10/2011 | 22/02/2021 | Ceased |
| TINDALL, Penelope Dawn | [001269685](/search.md) | 15/05/2021 | 31/12/2021 | Ceased |
| TOTO WEALTH PTY LTD | [001280678](/search.md) | 26/02/2020 | 25/11/2021 | Ceased |
| TUPLIN, GRAEME CHARLES | [000298702](/search.md) | 29/04/2020 | 31/12/2021 | Ceased |
| The Trustee for JPH Private Wealth Unit Trust | [001253496](/search.md) | 04/04/2017 | 14/07/2021 | Ceased |
| UNIQUE FINANCIAL PLANNING STRATEGIES PTY LTD | [000437809](/search.md) | 22/04/2013 | 21/06/2021 | Ceased |
| VEITCH, ANDREW | [000467161](/search.md) | 17/10/2014 | 31/12/2021 | Ceased |
| VEITCH, ROBERT ANDREW | [000452268](/search.md) | 24/09/2014 | 31/12/2021 | Ceased |
| VLANES, ARTHUR | [000316118](/search.md) | 12/03/2020 | 20/06/2021 | Ceased |
| VU, PHONG TOAN | [000402305](/search.md) | 27/05/2019 | 31/12/2021 | Ceased |
| WARD, KEVIN | [000237299](/search.md) | 15/11/2016 | 31/12/2021 | Ceased |
| WATT, IAN DOUGLAS | [000276104](/search.md) | 10/05/2004 | 31/12/2021 | Ceased |
| WEALTH TREE FINANCIAL PLANNING PTY LTD | [000442100](/search.md) | 11/08/2018 | 03/06/2021 | Ceased |
| WESTALL, RACHEL LISA | [000317383](/search.md) | 26/03/2020 | 31/12/2021 | Ceased |
| WILSON, MATHEW JAMES | [000429037](/search.md) | 03/09/2020 | 17/05/2021 | Ceased |
| Walker, Bradley | [001243259](/search.md) | 21/01/2019 | 22/02/2021 | Ceased |
| Winter, Vicky Joyce | [001271205](/search.md) | 21/03/2020 | 28/06/2021 | Ceased |
| Wu, Han | [001252949](/search.md) | 16/03/2017 | 29/06/2021 | Ceased |
| YOUR LIFE GUARD PTY LTD | [001285788](/search.md) | 05/03/2021 | 15/12/2021 | Ceased |
| vadala, tony | [001272934](/search.md) | 12/12/2019 | 17/06/2021 | Ceased |

### Where they were authorised next

35 of these 145 were followed by another authorisation elsewhere; 110 were the last on that record.

| Authorised next by | Authorisations | Share |
|---|---|---|
| [INTERPRAC FINANCIAL PLANNING PTY LTD](/licensee/interprac-financial-planning-pty-ltd.md) | 14 | 40.0% |
| [LIFESPAN FINANCIAL PLANNING PTY LTD](/licensee/lifespan-financial-planning-pty-ltd.md) | 4 | 11.4% |
| [AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD](/licensee/australian-life-insurance-distribution-pty-ltd.md) | 3 | 8.6% |
| LIFE EXPERTS PTY LTD | 2 | 5.7% |
| [ADVICE ASSIST AUSTRALIA PTY LTD](/licensee/advice-assist-australia-pty-ltd.md) | 2 | 5.7% |
| [ALLIANCE WEALTH PTY LTD](/licensee/alliance-wealth-pty-ltd.md) | 2 | 5.7% |
| HAY LIMITED | 2 | 5.7% |
| licence 276895 | 1 | 2.9% |
| HEJAZ FINANCIAL ADVISERS PTY LTD | 1 | 2.9% |
| [COUNT FINANCIAL LIMITED](/licensee/count-financial-limited.md) | 1 | 2.9% |
| [SIRA GROUP PTY LTD](/licensee/sira-group-pty-ltd.md) | 1 | 2.9% |
| SHARPKEY PTY LTD | 1 | 2.9% |
| licence 226898 | 1 | 2.9% |

### Other licensees that lost representatives in 2021

- [BENDIGO AND ADELAIDE BANK LIMITED](/licensee/bendigo-and-adelaide-bank-limited/2021.md) — 646
- [AKUMIN FINANCIAL PLANNING PTY LIMITED](/licensee/akumin-financial-planning-pty-limited/2021.md) — 347
- [AUSTRALIAN WARRANTY NETWORK PTY LTD](/licensee/australian-warranty-network-pty-ltd/2021.md) — 99
- [ALLIANZ AUSTRALIA INSURANCE LIMITED](/licensee/allianz-australia-insurance-limited/2021.md) — 125
- [ARETE RISK & INSURANCE PARTNERS PTY LTD](/licensee/arete-risk-insurance-partners-pty-ltd/2021.md) — 596
- [CHARTER FINANCIAL PLANNING LIMITED](/licensee/charter-financial-planning-limited/2021.md) — 150
- [SQUARETRADE AUSTRALIA PTY LTD](/licensee/squaretrade-australia-pty-ltd/2021.md) — 1,010
- [COMMUNITY BROKER NETWORK PTY LTD](/licensee/community-broker-network-pty-ltd/2021.md) — 145
- [AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED](/licensee/australia-and-new-zealand-banking-group-limited/2021.md) — 125
- [MILLENNIUM 3 FINANCIAL SERVICES PTY LTD](/licensee/millennium-3-financial-services-pty-ltd/2021.md) — 135
- [ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED](/licensee/elders-insurance-underwriting-agency-pty-limited/2021.md) — 93
- [INSURANCE ADVISERNET AUSTRALIA PTY LIMITED](/licensee/insurance-advisernet-australia-pty-limited/2021.md) — 141
- [A.C.N. 155 907 681 PTY LTD](/licensee/a-c-n-155-907-681-pty-ltd/2021.md) — 768
- [LFI GROUP PTY LTD](/licensee/lfi-group-pty-ltd/2021.md) — 193

### INTERPRAC FINANCIAL PLANNING PTY LTD in other years

- [2026](/licensee/interprac-financial-planning-pty-ltd/2026.md) — 307
- [2025](/licensee/interprac-financial-planning-pty-ltd/2025.md) — 135
- [2019](/licensee/interprac-financial-planning-pty-ltd/2019.md) — 116

### Money lost after advice you were given?

145 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).

---

Página: https://afs-rep.pages.dev/licensee/interprac-financial-planning-pty-ltd/2021/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19