# LIFESTYLE ASSET MANAGEMENT PTY LTD — its AFS authorised representatives — afs-rep

> 180 people and firms have been authorised by LIFESTYLE ASSET MANAGEMENT PTY LTD under AFS licence 288421: 114 current, 104 ceased.

## Authorised representatives of LIFESTYLE ASSET MANAGEMENT PTY LTD

180 people and firms have been authorised to act for LIFESTYLE ASSET MANAGEMENT PTY LTD under AFS licence 288421 — the 135th largest of the 332 licensees with a page here. 114 of those authorisations are current; 104 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, **LIFESTYLE ASSET MANAGEMENT PTY LTD** is
usually the name that goes on the complaint, not theirs.

115 of the 180 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 288421 · ABN/ACN 58113067968 · licensed since 11/07/2005 · New South Wales

### Representatives of LIFESTYLE ASSET MANAGEMENT PTY LTD

*Authorisations by LIFESTYLE ASSET MANAGEMENT PTY LTD, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 4ORWARD ADVISORY PTY LTD | [001283903](/search.md) | 03/04/2020 | — | Current |
| 4ORWARD FINANCIAL PLANNING PTY LTD | [000320572](/search.md) | 10/10/2017 | — | Current |
| ACN 147 965 320 PTY LTD | [000417152](/search.md) | 01/02/2012 | 26/08/2013 | Ceased |
| ACN 147 965 320 PTY LTD | [000417152](/search.md) | 10/06/2014 | 11/03/2016 | Ceased |
| ADLER, ANDREW STEVEN | [000244627](/search.md) | 11/03/2026 | — | Current |
| ADVISERSURE PTY LTD | [000424041](/search.md) | 04/06/2020 | — | Current |
| AFS LENDING & PROPERTY SOLUTIONS PTY LTD | [001322539](/search.md) | 20/07/2026 | — | Current |
| ALEX BROWN STRATEGIC FINANCIAL PLANNERS PTY LTD | [001297611](/search.md) | 01/06/2024 | — | Current |
| ALL FINANCIAL SERVICES (NSW) PTY LTD | [000280477](/search.md) | 24/12/2018 | 31/03/2021 | Ceased |
| ALL FINANCIAL SERVICES (QLD) PTY LTD | [000309728](/search.md) | 24/12/2018 | 31/03/2021 | Ceased |
| ANTOLAK, PATRICK ALEXANDER | [000385258](/search.md) | 16/10/2017 | 30/08/2019 | Ceased |
| ARGYLE VENTURE CAPITAL PTY LTD | [001276553](/search.md) | 21/06/2019 | 15/04/2025 | Ceased |
| ASPLEY JANDERA WEALTH ADVISERS PTY LTD | [001282968](/search.md) | 01/08/2020 | 29/10/2021 | Ceased |
| AUSTRALIAN INVESTMENT PROFESSIONALS PTY LTD | [001261199](/search.md) | 10/01/2018 | 04/06/2020 | Ceased |
| AVAIL FINANCIAL PLANNING PTY LTD | [001289549](/search.md) | 03/02/2025 | — | Current |
| AXES FINANCIAL PTY LTD | [001280493](/search.md) | 20/02/2020 | 29/01/2021 | Ceased |
| BAINBRIDGE, DAVID ROSS | [000459178](/search.md) | 10/06/2014 | — | Current |
| BAKER, AMIE CHRISTINE | [000338235](/search.md) | 08/06/2009 | 21/09/2009 | Ceased |
| BAKER, AMIE CHRISTINE | [000338235](/search.md) | 01/11/2019 | 31/07/2023 | Ceased |
| BENCHMARK SUPERANNUATION SOLUTIONS PTY LTD | [001319051](/search.md) | 08/12/2025 | 10/07/2026 | Ceased |
| BENCHMARK SUPERANNUATION SOLUTIONS PTY LTD | [001319449](/search.md) | 29/12/2025 | 02/03/2026 | Ceased |
| BEYOND CAPITAL FINANCIAL SERVICES PTY LTD | [001250628](/search.md) | 14/12/2016 | 23/05/2018 | Ceased |
| BHARDWAJ, Sweekar | [001314778](/search.md) | 31/03/2025 | — | Current |
| BLACK, GORDON LESLIE | [000249864](/search.md) | 04/06/2020 | — | Current |
| BLANCHETTE, ANDREW | [000296994](/search.md) | 22/12/2017 | 29/01/2021 | Ceased |
| BLOCK, DAVID | [000280476](/search.md) | 05/11/2018 | 16/06/2021 | Ceased |
| BONIC, JAMIE RONALD | [000453148](/search.md) | 10/02/2014 | — | Current |
| BRAZIER, Toby George | [001310207](/search.md) | 07/10/2024 | — | Current |
| BROTCHIE, EDWARD | [000232699](/search.md) | 07/07/2018 | 28/07/2023 | Ceased |
| BROWN, ALEXANDER DOUGLAS MAXWELL | [000273564](/search.md) | 01/06/2024 | — | Current |
| BUCKLAND, NICHOLAS EAN | [000349996](/search.md) | 28/02/2020 | 01/09/2020 | Ceased |
| BWR FINANCIAL SERVICES PTY LTD | [000399624](/search.md) | 16/02/2011 | 30/09/2017 | Ceased |
| Baker, Joshua Domenico Rereku | [001295233](/search.md) | 04/02/2022 | — | Current |
| Baker, Joshua Domenico Rereku | [001295233](/search.md) | 24/02/2025 | — | Current |
| Baker, Joshua Domenico Rereku | [001295233](/search.md) | 13/11/2025 | — | Current |
| Black, James Leslie | [001314669](/search.md) | 12/03/2025 | — | Current |
| Bowker, Andrew | [001267101](/search.md) | 03/03/2025 | — | Current |
| Briscoe, James Michael | [001305848](/search.md) | 23/08/2024 | 27/09/2024 | Ceased |
| Broomhall, Neil David | [001284514](/search.md) | 03/04/2020 | — | Current |
| CAMERON, MARK | [000249509](/search.md) | 15/07/2015 | 01/08/2015 | Ceased |
| CANDY, MARK | [000467779](/search.md) | 27/10/2023 | — | Current |
| CANDY, MARK | [000467779](/search.md) | 11/04/2025 | — | Current |
| CHIGWIDDEN, PETER | [000283658](/search.md) | 13/12/2017 | 20/03/2019 | Ceased |
| CHIPPERFIELD, CHARLES | [000321228](/search.md) | 20/01/2020 | 21/02/2020 | Ceased |
| CHIPPERFIELD, CHARLES | [000321228](/search.md) | 07/12/2020 | — | Current |
| CLARK, PAUL ANTHONY | [000293536](/search.md) | 02/04/2024 | 05/05/2025 | Ceased |
| CLARK, PAUL ANTHONY | [000293536](/search.md) | 07/04/2025 | 09/05/2025 | Ceased |
| CLARK, PAUL ANTHONY | [000293536](/search.md) | 03/07/2026 | — | Current |
| COMPLETE FINANCIAL GROUP PTY LTD | [000431941](/search.md) | 03/12/2018 | 16/06/2021 | Ceased |
| CONNOR, Ryan Tavis | [001310697](/search.md) | 07/10/2024 | 17/02/2026 | Ceased |
| CORE, JOHN MICHAEL | [000235343](/search.md) | 02/12/2024 | — | Current |
| CRAIG, ANDREW | [000320571](/search.md) | 10/10/2017 | 17/12/2021 | Ceased |
| CRAWFORD, ANDREW SCOTT | [000339341](/search.md) | 04/06/2020 | 29/01/2021 | Ceased |
| CRAWFORD, ANDREW SCOTT | [000339341](/search.md) | 03/02/2022 | 30/06/2026 | Ceased |
| CRAWFORD, ANDREW SCOTT | [000339341](/search.md) | 01/07/2026 | — | Current |
| Carey, Chloe | [001312110](/search.md) | 01/10/2024 | — | Current |
| Chattha, Fahad | [001237678](/search.md) | 16/09/2024 | — | Current |
| DAGG, JOSEPH JAMES | [000283217](/search.md) | 03/02/2025 | — | Current |
| DURBALI, ISBER | [000434317](/search.md) | 10/10/2024 | 07/05/2025 | Ceased |
| Duffy, Jy James | [001298761](/search.md) | 23/08/2024 | — | Current |
| Duffy, Jy James | [001298761](/search.md) | 15/12/2025 | — | Current |
| EBH SOLUTIONS PTY LTD | [001310696](/search.md) | 01/10/2024 | 18/02/2026 | Ceased |
| FELDERHOF, CHARLES ASHLEY | [000452884](/search.md) | 27/10/2023 | 22/12/2023 | Ceased |
| FINLIFE ADVICE PTY LTD | [001289197](/search.md) | 16/02/2026 | — | Current |
| FORESIGHT ADVICE PTY LTD | [001318897](/search.md) | 12/12/2025 | — | Current |
| FRAWLEY FINANCIAL PLANNING & RETIREMENT SERVICES PTY LTD | [001246109](/search.md) | 20/12/2024 | — | Current |
| FRESH START INSURANCE PTY LTD | [000408203](/search.md) | 25/06/2020 | — | Current |
| FROST, SHAUN MICHAEL | [000235994](/search.md) | 19/01/2023 | — | Current |
| Flint, Jonathan Alexander | [001285541](/search.md) | 01/02/2021 | — | Current |
| Frawley, Benjamin Peter | [001005939](/search.md) | 02/02/2026 | — | Current |
| GOLDSWORTHY, GRANT | [000435423](/search.md) | 24/12/2018 | 31/03/2021 | Ceased |
| GOLUBCIKS, VITALIJS | [000451501](/search.md) | 10/10/2017 | 04/06/2020 | Ceased |
| GREYSTONE WEALTH PTY LTD | [001307987](/search.md) | 22/05/2024 | — | Current |
| Graham-Higgs, Jeremy Bruce | [001284022](/search.md) | 16/10/2020 | — | Current |
| Graham-Higgs, Jeremy Bruce | [001284022](/search.md) | 18/12/2020 | — | Current |
| Gunarathne, Yeshan | [001308274](/search.md) | 09/02/2024 | — | Current |
| Gunarathne, Yeshan | [001308274](/search.md) | 10/04/2025 | — | Current |
| HAWI, George Haytham | [001315486](/search.md) | 07/05/2025 | 08/09/2025 | Ceased |
| HEATHWOOD, SCOTT WILLIAM JAMES | [000264647](/search.md) | 09/02/2018 | — | Current |
| HEATHWOOD, SCOTT WILLIAM JAMES | [000264647](/search.md) | 08/12/2025 | 11/03/2026 | Ceased |
| HEATHWOOD, SCOTT WILLIAM JAMES | [000264647](/search.md) | 17/02/2026 | — | Current |
| HILLS, ANDREW CARL | [000273570](/search.md) | 24/12/2018 | 31/03/2021 | Ceased |
| HILLS, SHARON LEE | [000418734](/search.md) | 24/12/2018 | 29/02/2020 | Ceased |
| HILLS, SHARON LEE | [000418734](/search.md) | 29/07/2026 | — | Current |
| HORNBURG, MALCOLM JOHN | [000244921](/search.md) | 23/11/2017 | — | Current |
| Hardy, Amaya | [001311071](/search.md) | 23/08/2024 | 27/08/2025 | Ceased |
| Heathwood, Oliver | [001316037](/search.md) | 05/06/2025 | — | Current |
| Heathwood, Oliver | [001316037](/search.md) | 30/07/2025 | 03/08/2026 | Ceased |
| Heathwood, Oliver | [001316037](/search.md) | 01/01/2026 | — | Current |
| JDX WEALTH GROUP PTY LTD | [001318898](/search.md) | 11/12/2025 | — | Current |
| JENKINS, BRYCE | [000332683](/search.md) | 22/07/2020 | 11/02/2021 | Ceased |
| JGH INVESTMENT CONSULTING PTY LTD | [001285090](/search.md) | 18/12/2020 | — | Current |
| Jacobs, Heinrich Fritz | [001241405](/search.md) | 04/07/2018 | 16/12/2022 | Ceased |
| Jandera, Martin | [001274635](/search.md) | 01/08/2020 | 29/10/2021 | Ceased |
| Johnston, Alexander | [001245195](/search.md) | 21/12/2018 | 27/06/2025 | Ceased |
| Johnston, Alexander | [001245195](/search.md) | 06/11/2020 | 27/06/2025 | Ceased |
| Jones, Pei-Chun | [001269058](/search.md) | 29/07/2026 | — | Current |
| KK ASSET CONSULTING PTY LTD | [001283517](/search.md) | 18/09/2020 | — | Current |
| Kahika, Niomi Jane | [001276803](/search.md) | 18/12/2025 | — | Current |
| Kenyon, Terri Cheree | [001271114](/search.md) | 05/02/2024 | 06/05/2024 | Ceased |
| Kenyon, Terri Cheree | [001271114](/search.md) | 30/03/2026 | — | Current |
| Kenyon, Terri Cheree | [001271114](/search.md) | 30/03/2026 | — | Current |
| King, Rachel | [001314257](/search.md) | 18/02/2025 | 01/08/2025 | Ceased |
| Klashovski, Jason | [001312659](/search.md) | 30/10/2024 | — | Current |
| Klemens, Samuel | [001315664](/search.md) | 04/06/2025 | 19/02/2026 | Ceased |
| Klemens, Samuel | [001315664](/search.md) | 18/02/2026 | — | Current |
| Kondov, Krste | [001283545](/search.md) | 18/09/2020 | — | Current |
| Koster, Arjen | [001235687](/search.md) | 18/09/2020 | 02/06/2023 | Ceased |
| L G WEALTH PTY LTD | [001297478](/search.md) | 03/03/2025 | — | Current |
| LIFESTYLE BUSINESS FINANCE PTY LTD | [001295195](/search.md) | 02/02/2022 | — | Current |
| LIGHTBULB WEALTH MANAGEMENT PTY LTD | [001257073](/search.md) | 04/07/2018 | 16/12/2022 | Ceased |
| LIMITLESS WEALTH GROUP PTY LTD | [001311007](/search.md) | 20/08/2024 | — | Current |
| LUCERNE, WAYNE | [000255352](/search.md) | 10/01/2018 | 04/06/2020 | Ceased |
| Lategan, Marshall | [001318285](/search.md) | 17/10/2025 | — | Current |
| M&O ADVICE PTY LTD | [001308508](/search.md) | 15/03/2024 | — | Current |
| MARKET ST HOLDINGS PTY LIMITED | [000376264](/search.md) | 23/07/2018 | 31/03/2024 | Ceased |
| MARSHALL, KYLE JONOTHAN PERRY | [000342752](/search.md) | 13/06/2025 | 03/06/2026 | Ceased |
| MCLEAN, TRAVIS BYRON | [000223110](/search.md) | 10/03/2026 | — | Current |
| MCMANUS, TERRANCE | [000404376](/search.md) | 08/10/2017 | 20/04/2020 | Ceased |
| MPAC (SA) PTY LTD | [001260821](/search.md) | 13/12/2017 | 20/03/2019 | Ceased |
| Macfarlane, Gaven | [001272990](/search.md) | 22/04/2025 | 01/09/2025 | Ceased |
| Marsh, Seth James | [001304196](/search.md) | 30/10/2024 | 21/02/2025 | Ceased |
| Martin, Samuel Thomas | [001262793](/search.md) | 08/12/2025 | 10/07/2026 | Ceased |
| Martin, Samuel Thomas | [001262793](/search.md) | 29/12/2025 | 02/03/2026 | Ceased |
| Mason, Kate Therese | [001293540](/search.md) | 07/10/2024 | — | Current |
| McGowan, Nicholas | [001273463](/search.md) | 21/12/2018 | 29/02/2024 | Ceased |
| McQueen, Isaac Jacob | [001268295](/search.md) | 22/05/2024 | 05/02/2025 | Ceased |
| NAIDU, YANKAT | [001002623](/search.md) | 02/02/2024 | — | Current |
| NARAIN, YOHANN SATHI | [000345158](/search.md) | 13/09/2018 | 01/09/2025 | Ceased |
| NYXIA HOLDINGS PTY LTD | [001279935](/search.md) | 16/12/2019 | 28/07/2023 | Ceased |
| Ngetis, Krisna | [001303525](/search.md) | 10/11/2025 | — | Current |
| O'CONNOR TREVISAN GROUP & ASSOCIATES PTY LIMITED | [001261990](/search.md) | 01/02/2018 | 04/06/2020 | Ceased |
| O'Neill, Angus Austin | [001293543](/search.md) | 12/12/2025 | 18/02/2026 | Ceased |
| OSBORNE, PHILLIP ARTHUR | [000264650](/search.md) | 08/12/2016 | 11/10/2019 | Ceased |
| PACIFIC GENERAL FINANCIAL SERVICES PTY LTD | [000288280](/search.md) | 16/02/2009 | 31/08/2009 | Ceased |
| PEAK PINNACLE FINANCIAL PTY LTD | [001307606](/search.md) | 17/01/2024 | — | Current |
| PEARCE, DARRYL JOHN | [000415840](/search.md) | 20/02/2020 | 25/03/2020 | Ceased |
| PEARCE, DARRYL JOHN | [000415840](/search.md) | 27/03/2020 | 28/07/2023 | Ceased |
| PEARSON, JOHN GREG | [000312314](/search.md) | 07/07/2025 | — | Current |
| PRINCE WEALTH MANAGEMENT PTY LTD | [001312027](/search.md) | 06/05/2026 | — | Current |
| PROPORTIONAL EQUATION PTY LTD | [001265984](/search.md) | 16/07/2018 | 04/06/2020 | Ceased |
| PROSPERITY FINANCIAL STRATEGIES PTY LTD | [001284921](/search.md) | 07/12/2020 | — | Current |
| Palma, Jimmi | [001312660](/search.md) | 30/10/2024 | — | Current |
| Pechey, Cody William | [001312237](/search.md) | 07/10/2024 | — | Current |
| QWEALTH PTY LTD | [001267728](/search.md) | 13/09/2018 | — | Current |
| QWEALTH PTY LTD | [001267730](/search.md) | 13/09/2018 | 28/07/2023 | Ceased |
| RABOT, DANE | [000274407](/search.md) | 03/12/2018 | — | Current |
| RAIKES, ANTHONY JAMES | [000448193](/search.md) | 06/05/2026 | — | Current |
| READY ADVICE PTY LTD | [001293594](/search.md) | 23/08/2024 | — | Current |
| REKAB ENTERPRISES PTY LTD | [001262585](/search.md) | 07/03/2022 | 31/07/2023 | Ceased |
| ROBERTS, TRACEY LOUISE | [000331193](/search.md) | 01/12/2025 | — | Current |
| ROGERS, Jonathan Paul | [001310206](/search.md) | 07/10/2024 | — | Current |
| Ramsay, Trevor James | [001273464](/search.md) | 21/12/2018 | 20/04/2020 | Ceased |
| Robinson, Bennie | [001314029](/search.md) | 07/07/2025 | — | Current |
| SECO, STEFANIE | [000382364](/search.md) | 23/07/2018 | 29/02/2024 | Ceased |
| SECO, STEFANIE | [000382364](/search.md) | 31/03/2020 | 19/01/2024 | Ceased |
| SHAUN FROST FINANCIAL SERVICES PTY. LTD. | [000235586](/search.md) | 19/01/2023 | — | Current |
| SHRESTHA, Sasha | [001308123](/search.md) | 29/01/2024 | 26/11/2025 | Ceased |
| SHRESTHA, Sasha | [001308123](/search.md) | 07/04/2025 | 26/11/2025 | Ceased |
| SMACS FINANCIAL GROUP PTY LTD | [001260341](/search.md) | 30/11/2017 | 01/07/2018 | Ceased |

### When those authorisations ended

| Year ended | Authorisations | Share |
|---|---|---|
| [2026](/ceased/2026.md) | 20 | 9.2% |
| [2025](/ceased/2025.md) | 23 | 10.6% |
| [2024](/ceased/2024.md) | 8 | 3.7% |
| [2023](/ceased/2023.md) | 8 | 3.7% |
| [2022](/ceased/2022.md) | 2 | 0.9% |
| [2021](/ceased/2021.md) | 15 | 6.9% |
| [2020](/ceased/2020.md) | 15 | 6.9% |
| [2019](/ceased/2019.md) | 4 | 1.8% |
| [2018](/ceased/2018.md) | 3 | 1.4% |
| [2017](/ceased/2017.md) | 1 | 0.5% |
| [2016](/ceased/2016.md) | 1 | 0.5% |
| [2015](/ceased/2015.md) | 1 | 0.5% |
| [2013](/ceased/2013.md) | 1 | 0.5% |
| [2009](/ceased/2009.md) | 2 | 0.9% |

### Licensees of a similar size

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- [NOVUS CAPITAL LIMITED](/licensee/novus-capital-limited.md) — 228
- [MARSH ADVANTAGE INSURANCE PTY LTD](/licensee/marsh-advantage-insurance-pty-ltd.md) — 227
- [THE ADVICE EXCHANGE PTY LTD](/licensee/the-advice-exchange-pty-ltd.md) — 224
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- [AKAMBO PTY LTD](/licensee/akambo-pty-ltd.md) — 219
- [CLIMB WEALTH PTY LTD](/licensee/climb-wealth-pty-ltd.md) — 219
- [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
- [HAVANA FINANCIAL SERVICES PTY LTD](/licensee/havana-financial-services-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

### Money lost after advice you were given?

218 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/lifestyle-asset-management-pty-ltd/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19