Authorised representatives of LOYALTY FINANCIAL SERVICES PTY LTD
118 people and firms have been authorised to act for LOYALTY FINANCIAL SERVICES PTY LTD under AFS licence 227096 — the 195th largest of the 332 licensees with a page here. 60 of those authorisations are current; 63 have ended.
123authorisations
60current
63ended
87also authorised elsewhere
2003first 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, LOYALTY FINANCIAL SERVICES PTY LTD is usually the name that goes on the complaint, not theirs.
87 of the 118 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 227096 · ABN/ACN 28101927413 · licensed since 12/06/2003 · New South Wales
Representatives of LOYALTY FINANCIAL SERVICES PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ACN 120 414 182 PTY LTD | 000304874 | 24/08/2006 | 28/11/2006 | Ceased |
| ALPS NETWORK PTY LTD | 000404854 | 01/09/2023 | 31/01/2025 | Ceased |
| BAKER, AMIE CHRISTINE | 000338235 | 01/08/2023 | — | Current |
| BALANCED LIFE WEALTH STRATEGIES PTY LTD | 001301449 | 18/06/2024 | 31/10/2025 | Ceased |
| BAXMED PTY. LTD. | 001260430 | 31/08/2023 | — | Current |
| BDM FINANCIAL SERVICES PTY LTD | 000319619 | 01/09/2023 | — | Current |
| BRYSON WEALTH SOLUTIONS PTY LTD | 001268014 | 16/12/2021 | 02/07/2026 | Ceased |
| BRYSON, VICKI | 000309330 | 16/12/2021 | — | Current |
| Bouchahine, Kevin | 001285268 | 01/01/2021 | — | Current |
| Brookes, Chad | 001003322 | 26/09/2025 | — | Current |
| CAPITAL 8 FINANCIAL PTY LTD | 001243989 | 01/07/2016 | 31/10/2025 | Ceased |
| CAPITAL ADVISERS PTY LTD | 001257069 | 31/08/2023 | — | Current |
| CAPITAL MARKETS 1 PTY LTD | 001293096 | 27/09/2021 | 31/12/2023 | Ceased |
| CARRIE, SIMON CHARLES | 000307480 | 25/10/2019 | — | Current |
| CHAPMAN, SAM ROSS | 000445124 | 28/11/2023 | 30/09/2024 | Ceased |
| CHASE EDWARDS FINANCIAL PLANNING PTY LTD | 000458350 | 01/09/2025 | — | Current |
| CHEN, MAGGIE | 000277336 | 16/06/2004 | 03/10/2005 | Ceased |
| CONN, ANDREW | 000334883 | 11/12/2020 | — | Current |
| COSTELLO, BRIAN MICHAEL | 000246575 | 12/06/2003 | 12/06/2012 | Ceased |
| CREATE ADVICE HOLDINGS PTY LTD | 001276636 | 25/10/2019 | 31/10/2025 | Ceased |
| DUNBABIN, SAMUEL JOHN MURDOCH | 000307333 | 06/11/2006 | 28/11/2006 | Ceased |
| Dearsly, Shannon | 001252480 | 26/02/2024 | — | Current |
| Drossos, Magdalene | 001272820 | 28/05/2024 | — | Current |
| EDWARDS, DAVID | 000324200 | 17/11/2022 | 31/03/2023 | Ceased |
| EDWARDS, DAVID | 000324200 | 07/06/2024 | — | Current |
| ELLECAR PTY LTD | 001306722 | 10/11/2023 | — | Current |
| ELYSIUM AUST PTY LTD | 001280534 | 21/02/2020 | — | Current |
| ENTELLO PTY LTD | 000230455 | 12/06/2003 | 12/08/2013 | Ceased |
| ENTELLO PTY LTD | 000230455 | 01/07/2016 | 31/12/2019 | Ceased |
| FINLIFE ADVICE PTY LTD | 001289197 | 01/09/2023 | 21/09/2023 | Ceased |
| FINOPTIX PTY LTD | 000388067 | 17/11/2022 | — | Current |
| FIROOZTASH, PEDRAM | 000277337 | 16/06/2004 | 17/05/2005 | Ceased |
| FIROOZTASH, PEDRAM | 000277337 | 28/03/2006 | 27/08/2012 | Ceased |
| FLOWERS, MALCOLM | 000449968 | 22/12/2023 | 23/01/2024 | Ceased |
| FRANKLIN, REBECCA MARIA | 000294762 | 18/10/2005 | 09/11/2005 | Ceased |
| GARNHAM, ANTHONY BARRIE | 000281448 | 17/08/2018 | 14/10/2019 | Ceased |
| GARY SCHRODER FINANCIAL SERVICES PTY. LTD. | 000257641 | 28/08/2023 | 29/06/2026 | Ceased |
| GIBSON, NATALIE JANE | 000297018 | 22/12/2005 | 28/08/2006 | Ceased |
| GREEN, NICOLE ELEANOR | 000230456 | 12/06/2003 | 17/10/2005 | Ceased |
| Gaffa, Magy | 001270895 | 10/12/2018 | 31/12/2019 | Ceased |
| HARBOUR VIEW WEALTH PTY LTD | 001311395 | 16/09/2024 | — | Current |
| HINCH, RICHARD | 000344036 | 15/08/2022 | — | Current |
| HSIEH, CHIA-FANG | 000319257 | 05/11/2007 | 31/01/2011 | Ceased |
| HUDSON, RODNEY MARK | 000242775 | 28/08/2023 | 22/12/2025 | Ceased |
| Hawken, Charlie Frederick John | 001322758 | 03/08/2026 | — | Current |
| Hillier, Timothy John Charles | 001002499 | 22/11/2021 | 07/12/2023 | Ceased |
| INTEGRATED ACCOUNTANTS FINANCIAL PLANNING PTY LTD | 001276798 | 01/07/2019 | 01/08/2022 | Ceased |
| JASON SEABY PTY LTD | 001308168 | 28/02/2024 | — | Current |
| Jones, Ivan Geoffrey | 001278852 | 02/11/2018 | 14/03/2025 | Ceased |
| Jones, Ivan Geoffrey | 001278852 | 14/04/2025 | — | Current |
| KAR, AMRITA | 000301302 | 18/05/2006 | 30/04/2007 | Ceased |
| KASTEL FINANCIAL SERVICES PTY LTD | 001283408 | 04/09/2020 | 04/09/2021 | Ceased |
| KASTEL FINANCIAL SERVICES PTY LTD | 001283408 | 05/09/2021 | — | Current |
| KERRIDGE, JAN | 000234861 | 01/04/2022 | — | Current |
| KOSTELIZ, FRANCIS | 000320154 | 04/09/2020 | — | Current |
| KURIS, ALBERT | 000354679 | 07/12/2021 | — | Current |
| LARKIN, PETER ANTHONY | 000284504 | 01/09/2023 | — | Current |
| LAW COOPER PTY LTD | 000305629 | 01/12/2023 | 22/12/2024 | Ceased |
| LAW, PETER JULIAN | 000293052 | 01/12/2023 | 22/12/2024 | Ceased |
| LOBODARZ, MICHAEL JOHN | 000256607 | 01/09/2023 | — | Current |
| LORENZO, FABIAN MARCELO | 000385425 | 19/10/2010 | 27/08/2012 | Ceased |
| LOYALTY ASSET MANAGEMENT PTY LTD | 001302161 | 01/03/2023 | 21/03/2025 | Ceased |
| LOYALTY PRIVATE WEALTH PTY LTD | 001316106 | 09/06/2025 | — | Current |
| LOYALTY WEALTH PTY LTD | 001302160 | 01/03/2023 | 30/06/2026 | Ceased |
| Lassen, Christine Gayle | 001001445 | 17/08/2016 | 18/05/2018 | Ceased |
| Lehoczky, Christopher | 001003711 | 15/08/2022 | 20/09/2023 | Ceased |
| MANWARING, GREGORY BARWICK | 000312193 | 19/10/2010 | 01/06/2011 | Ceased |
| MCDONALD, LEANNE YVONNE | 000309141 | 02/12/2019 | 01/06/2023 | Ceased |
| MCDONALD, MARISSA | 000339027 | 31/08/2023 | — | Current |
| MCDONALD, SEAN DENNIS | 000326914 | 01/09/2025 | — | Current |
| MCDOUALL, HAMISH RICHARD | 000306672 | 16/10/2006 | 28/11/2006 | Ceased |
| MCKENZIE FINANCIAL PTY LTD | 000472116 | 29/12/2023 | — | Current |
| MCKENZIE-YOUNG, THERESE NICOLE | 000429905 | 29/12/2023 | — | Current |
| MOHR, LEONIE SUSAN | 000343320 | 08/12/2009 | 31/01/2011 | Ceased |
| MUCHA, ANTHONY | 000227916 | 26/10/2009 | 21/02/2012 | Ceased |
| MULLEN, JOEL | 000426737 | 31/08/2023 | — | Current |
| Mandawala, Gardiye Kariyawagam Thareendra | 001251315 | 01/09/2023 | — | Current |
| NISZCZOT, BRENT | 000310648 | 25/10/2019 | — | Current |
| NORRIS, JULIE ANN | 000234891 | 01/04/2022 | — | Current |
| NORTHERN BEACHES ADVISORY & CONSULTING PTY LTD | 001279647 | 13/12/2019 | 14/03/2025 | Ceased |
| NORTHPEAKS WEALTH PARTNER PTY LTD | 001317610 | 26/09/2025 | — | Current |
| OBERG, GEOFFREY | 000232126 | 31/08/2023 | — | Current |
| ORTEGA, NEVILLE | 000260854 | 28/11/2023 | — | Current |
| PACE PRIVATE WEALTH PTY LTD | 000467388 | 18/08/2021 | — | Current |
| PACE, SONIA | 000378148 | 18/08/2021 | — | Current |
| PATHWAYS IN LIFE PTY LTD | 001305561 | 01/09/2023 | 01/03/2025 | Ceased |
| PEPPER, RAY | 000242185 | 21/02/2012 | 27/08/2012 | Ceased |
| PROSPAERUM PTY LTD | 000433614 | 07/12/2021 | — | Current |
| Pascoe, Allan | 001243148 | 20/01/2023 | 27/06/2025 | Ceased |
| Piccirillo, Belinda Marie | 001235228 | 17/08/2018 | 31/12/2019 | Ceased |
| RAUCHLE, STEVEN ANTHONY | 000278663 | 19/07/2004 | 30/04/2007 | Ceased |
| REKAB ENTERPRISES PTY LTD | 001262585 | 01/08/2023 | — | Current |
| RISKE, LEE HENDRICK | 000271460 | 29/10/2021 | 07/12/2023 | Ceased |
| RIVERCITY WEALTH PTY LTD | 001276211 | 01/09/2023 | 14/05/2026 | Ceased |
| Remaili, Christopher | 001242700 | 21/02/2020 | — | Current |
| Roelofs, Sarah Nicole | 001260393 | 08/03/2025 | — | Current |
| SAFE HARBOUR ADVISORY PTY LTD | 001307220 | 26/02/2024 | — | Current |
| SCHRODER, GARY JOHN | 000426267 | 28/08/2023 | 29/06/2026 | Ceased |
| SMARTER FINANCIAL PTY LTD | 000413167 | 29/10/2021 | 07/12/2023 | Ceased |
| SMATS WEALTH PTY LTD | 001269743 | 15/08/2022 | — | Current |
| SOVECHLES & ASSOCIATES PTY. LIMITED | 000428532 | 04/03/2021 | — | Current |
| SOVECHLES, GEORGE | 000275324 | 04/03/2021 | — | Current |
| STANGLE, GAYLE ELIZABETH | 000246576 | 27/10/2003 | 09/01/2004 | Ceased |
| STAPLEY, ASHLEY | 000309388 | 29/10/2021 | 07/12/2023 | Ceased |
| STRATEGIC WEALTH GROUP PTY LTD | 000462328 | 28/11/2023 | — | Current |
| SUNLUCK FINANCIAL PTY LTD | 001284754 | 09/12/2020 | 31/03/2025 | Ceased |
| SUPERNOVA FINANCIAL PTY LTD | 000322155 | 01/04/2022 | — | Current |
| Saycocie, Davone | 001269742 | 15/08/2022 | — | Current |
| Seaby, Jason | 001233422 | 15/11/2019 | — | Current |
| THE TRUSTEE FOR AHH INVESTMENT TRUST & THE TRUSTEE FOR CHAPMAN INVESTMENT TRUST | 001296072 | 28/11/2023 | 10/10/2025 | Ceased |
| THE TRUSTEE FOR THE CONN FAMILY TRUST | 000463213 | 11/12/2020 | — | Current |
| TILLEY, STEPHEN | 000307312 | 31/05/2023 | — | Current |
| TOTAL WEALTH MANAGEMENT PTY LTD | 000243090 | 28/08/2023 | 19/11/2025 | Ceased |
| The Trustee for Balanced Life Financial Group Unit Trust | 001276112 | 28/11/2023 | 31/10/2025 | Ceased |
| The Trustee for MacFinancial Discretionary Trust | 001255760 | 31/08/2023 | — | Current |
| The Trustee for ROELOFS LEGACY FAMILY TRUST | 001314125 | 08/03/2025 | — | Current |
| Thomson, Grant Richard | 001252536 | 28/11/2023 | 24/03/2025 | Ceased |
| VAN KALKEN, ALFRED JAMES | 000264712 | 20/08/2010 | 27/08/2012 | Ceased |
| VASSALLO, GLENN | 001293097 | 27/09/2021 | 31/12/2023 | Ceased |
| WANG, JENKIN | 000250525 | 09/12/2020 | 31/03/2025 | Ceased |
| WATTLETREE WEALTH PTY LTD | 001281188 | 01/09/2023 | — | Current |
| WINGS ADVISORY GROUP PTY. LTD. | 001238983 | 28/05/2024 | — | Current |
| Watson, Ian Benjamin | 001293846 | 01/09/2023 | — | Current |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 5 | 4.1% |
| 2025 | 16 | 13.0% |
| 2024 | 4 | 3.3% |
| 2023 | 10 | 8.1% |
| 2022 | 1 | 0.8% |
| 2021 | 1 | 0.8% |
| 2019 | 4 | 3.3% |
| 2018 | 1 | 0.8% |
| 2013 | 1 | 0.8% |
| 2012 | 6 | 4.9% |
| 2011 | 3 | 2.4% |
| 2007 | 2 | 1.6% |
| 2006 | 4 | 3.3% |
| 2005 | 4 | 3.3% |
| 2004 | 1 | 0.8% |
Licensees of a similar size
- SPECIALISED INVESTMENT AND LENDING CORPORATION LTD — 133
- TRADE PRIME PTY LTD — 133
- ALLIANZ SOUTH AUSTRALIA INSURANCE LIMITED — 132
- TREND INVESTOR SERVICES PROPRIETARY LIMITED — 129
- MIDAS INSURANCE BROKERS PTY. LTD. — 128
- PROTECSURE PTY LTD — 127
- AD ADVISORY SERVICES PTY LTD — 126
- LA TROBE FINANCIAL ASSET MANAGEMENT LIMITED — 125
- PENGANA CAPITAL LTD — 122
- RESOLUTE PROPERTY PROTECT PTY LTD — 122
- ASVW FINANCIAL SERVICES PTY LTD — 122
- LEMESSURIER SECURITIES PTY LTD — 121
- ALPHA SECURITIES PTY LTD — 121
- COBALT ADVISERS PTY LTD — 120
- D H FLINDERS PTY LTD — 118
Money lost after advice you were given?
123 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.