Authorisations by MERIT WEALTH PTY LTD that ended in 2025
116 of the 924 authorisations granted by MERIT WEALTH PTY LTD ended during 2025 — 12.6% of its record, and 1.2% of everything that ended in Australia that year.
If you were advised by one of these people on or before their end date, MERIT WEALTH 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.
All 924 authorisations by MERIT WEALTH PTY LTD · Everything that ended in 2025
The 116 that ended in 2025
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ACCUMEN WEALTH PTY LTD | 001262563 | 18/07/2022 | 27/06/2025 | Ceased |
| ASK ANGE ADVISORY PTY LTD | 001239208 | 08/01/2018 | 04/04/2025 | Ceased |
| Ashton, Tracey Maree | 001243858 | 16/08/2021 | 31/03/2025 | Ceased |
| BACE FINANCIAL PTY LTD | 001261060 | 09/01/2018 | 27/06/2025 | Ceased |
| BACHMANN ROBINSON PTY LTD | 001293384 | 05/10/2021 | 31/03/2025 | Ceased |
| BALL ADVISORY PTY LTD | 001247526 | 06/08/2018 | 27/06/2025 | Ceased |
| BARASSI & CO PTY. LIMITED | 000407500 | 18/04/2016 | 30/11/2025 | Ceased |
| BARASSI, ADAM ROBERT | 000238841 | 18/04/2016 | 30/11/2025 | Ceased |
| BARKER, DAMIEN | 000466163 | 08/05/2019 | 20/07/2025 | Ceased |
| BRIDGEPOINT GROUP ACCOUNTING PTY LTD | 001249882 | 21/11/2016 | 27/06/2025 | Ceased |
| Ball, Joshua | 001247732 | 14/12/2018 | 27/06/2025 | Ceased |
| Barker, David Robert | 001247111 | 23/04/2021 | 23/10/2025 | Ceased |
| Berry, Stuart | 001244624 | 25/07/2022 | 18/06/2025 | Ceased |
| Bond, Marcus | 001245571 | 01/07/2022 | 26/06/2025 | Ceased |
| Boyd, Lucienne Marguerite | 001270763 | 10/12/2018 | 12/06/2025 | Ceased |
| Bull, Richard David | 001271174 | 13/12/2018 | 15/12/2025 | Ceased |
| Bulmer, Evan Leslie | 001258814 | 09/10/2017 | 02/06/2025 | Ceased |
| C P LEE & CO PTY LTD | 001246441 | 12/08/2016 | 16/05/2025 | Ceased |
| CARDELL PLANNING PTY LTD | 001245568 | 01/07/2022 | 26/06/2025 | Ceased |
| CAZOURIS ACCOUNTING PTY LTD | 001270020 | 26/11/2018 | 16/06/2025 | Ceased |
| CIARRONI, ANTHONY | 001243515 | 25/09/2018 | 31/03/2025 | Ceased |
| CLACK, NATALIA | 001256809 | 24/07/2017 | 31/10/2025 | Ceased |
| CONFIDENTIAL TAX & BUSINESS SERVICES PTY LTD | 001241142 | 18/04/2016 | 20/06/2025 | Ceased |
| Cazouris, Angelo | 001270018 | 26/11/2018 | 16/06/2025 | Ceased |
| Cooke, David Bruce | 001252281 | 18/07/2022 | 27/06/2025 | Ceased |
| DAVIS, JAMES EDWARD | 001240158 | 10/01/2019 | 25/06/2025 | Ceased |
| DE JAGER, ANTHONY EDWIN | 000308162 | 01/07/2022 | 12/06/2025 | Ceased |
| DIVERGER WEALTH PROTECTION PTY LTD | 000334992 | 01/04/2014 | 25/03/2025 | Ceased |
| DIXIT BUSINESS SERVICES PTY LTD | 001239764 | 29/02/2016 | 27/06/2025 | Ceased |
| Di Leo, Steve | 001246554 | 08/12/2016 | 30/11/2025 | Ceased |
| Dimapilis, Cherry | 001244316 | 01/07/2022 | 30/11/2025 | Ceased |
| Dixit, Rajeev Kumar | 001239763 | 29/02/2016 | 27/06/2025 | Ceased |
| Dunn, Royce | 001271128 | 12/12/2018 | 18/06/2025 | Ceased |
| EBAA PTY LTD | 001258815 | 09/10/2017 | 02/06/2025 | Ceased |
| Elias, Andrew | 001259629 | 05/10/2018 | 02/06/2025 | Ceased |
| FOCUS ACCOUNTING AND FINANCIAL GROUP PTY LTD | 001254675 | 12/05/2017 | 31/01/2025 | Ceased |
| GARNSEY, REBECCA | 000465075 | 01/07/2022 | 27/06/2025 | Ceased |
| GARTLY ADVISORY PTY LTD | 001248228 | 26/09/2016 | 16/06/2025 | Ceased |
| GHM PTY. LTD. | 001238638 | 18/01/2016 | 15/12/2025 | Ceased |
| Gao, Tianyao | 001272024 | 18/12/2018 | 23/06/2025 | Ceased |
| Gartly, Geoffrey John | 001248227 | 26/09/2016 | 16/06/2025 | Ceased |
| Gaul, Chen Wang | 001240921 | 11/04/2016 | 04/03/2025 | Ceased |
| HANSENS EVOLUTION PTY LTD | 001293884 | 01/11/2021 | 30/11/2025 | Ceased |
| HAWKINS, ANTHONY JOSEPH | 000438682 | 08/05/2013 | 27/06/2025 | Ceased |
| Hansen, Brett | 001244954 | 12/11/2021 | 30/11/2025 | Ceased |
| IN THE PICTURE FINANCIAL SERVICES PTY LTD | 001240517 | 28/03/2016 | 27/06/2025 | Ceased |
| INCRA GROUP PTY LTD | 001302466 | 24/03/2023 | 28/09/2025 | Ceased |
| IVY GROWTH PARTNERS PTY LTD | 001260989 | 08/01/2018 | 19/03/2025 | Ceased |
| J.E DAVIS & I.D HOGBIN & B.N SHEAVES & C.M STOJCEVSKA & DAVIS FAMILY TRUST & ID HOGBIN FAMILY TRUST & SHEAVES INVESTMENT TRUST & STOJCEVSKA DOBBS FAMILY TRUST | 001270812 | 10/12/2018 | 25/06/2025 | Ceased |
| JAMES RYAN PARTNERS PTY LTD | 001271175 | 13/12/2018 | 15/12/2025 | Ceased |
| JONES, BELINDA GLORIA | 001240347 | 21/03/2016 | 30/04/2025 | Ceased |
| Jeff, Fiona Gaye | 001246925 | 23/08/2016 | 24/06/2025 | Ceased |
| Joyce, Lorin David | 001271485 | 10/12/2018 | 12/06/2025 | Ceased |
| KDA GROUP SMSF STRATEGISTS PTY LTD | 000413571 | 05/09/2016 | 13/06/2025 | Ceased |
| LINDQVIST, CLINTON MICHAEL | 000414246 | 02/08/2024 | 28/09/2025 | Ceased |
| Laughlin, Adam | 001269572 | 21/11/2018 | 18/02/2025 | Ceased |
| Lee, Matthew Feng | 001246440 | 12/08/2016 | 16/05/2025 | Ceased |
| Lian, Qizhi | 001240915 | 11/04/2016 | 19/03/2025 | Ceased |
| MACQUARIE BUSINESS ACCOUNTANTS PTY. LTD. | 001240922 | 11/04/2016 | 04/03/2025 | Ceased |
| MCNAMARA, GARETH DAVID | 000430684 | 12/11/2012 | 21/08/2025 | Ceased |
| MERIT PLANNING (HILLS) PTY LTD | 000415619 | 21/12/2011 | 09/03/2025 | Ceased |
| MERIT PLANNING (MACARTHUR) PTY LTD | 001281352 | 01/05/2019 | 09/03/2025 | Ceased |
| MERIT PLANNING (STH BRISBANE) PTY LTD | 000430714 | 13/11/2012 | 21/08/2025 | Ceased |
| MERIT PLANNING NCC PTY LTD | 001247978 | 20/09/2016 | 30/06/2025 | Ceased |
| MGI CANBERRA SUPER PTY LTD | 001245116 | 20/08/2018 | 12/06/2025 | Ceased |
| MILLS, JAMES DOUGLAS | 000416822 | 30/01/2012 | 09/03/2025 | Ceased |
| MILLS, SARAH | 000378390 | 21/12/2011 | 09/03/2025 | Ceased |
| Markunsky, Saul | 001240509 | 28/03/2016 | 27/06/2025 | Ceased |
| McGregor, Duncan Donald | 001264280 | 12/06/2020 | 13/06/2025 | Ceased |
| McLaughlin, Nathan Wayne | 001247754 | 12/09/2016 | 30/11/2025 | Ceased |
| Morcombe, Gary Reginald | 001237259 | 16/11/2015 | 25/06/2025 | Ceased |
| Noonan, Timothy Daniel | 001237348 | 16/11/2015 | 30/05/2025 | Ceased |
| Nutter, Paul Ross | 001250280 | 05/12/2016 | 20/06/2025 | Ceased |
| Ohlmeyer, David James | 001270288 | 04/12/2018 | 13/06/2025 | Ceased |
| Owen, Rodney Michael | 001250281 | 05/12/2016 | 27/06/2025 | Ceased |
| PAGE HARRISON ADVISORY PTY LIMITED | 001243193 | 20/06/2016 | 10/03/2025 | Ceased |
| PEARS WEALTH ADVISORS PTY LIMITED | 001243510 | 25/09/2018 | 02/06/2025 | Ceased |
| POOLES ACCOUNTANTS & TAX SPECIALISTS PTY LTD | 001243895 | 30/06/2016 | 18/02/2025 | Ceased |
| Pallikaris, George | 001251696 | 06/02/2017 | 12/12/2025 | Ceased |
| QA TAXATION AND BUSINESS DEVELOPMENT PTY LTD | 001246926 | 23/08/2016 | 24/06/2025 | Ceased |
| QUANTUM ACCOUNTING GROUP PTY LTD | 001237377 | 16/11/2015 | 24/06/2025 | Ceased |
| R W WAGHORN PTY LTD | 001282031 | 12/06/2020 | 13/06/2025 | Ceased |
| RETIREMENT STRATEGIES AUSTRALIA PTY LIMITED | 001234189 | 23/08/2016 | 24/04/2025 | Ceased |
| RICHARDS FINANCIAL STRATEGIES PTY LIMITED | 000465074 | 01/07/2022 | 27/06/2025 | Ceased |
| Richards, Gregory Allan | 001270903 | 12/12/2018 | 10/03/2025 | Ceased |
| Richardson, Nicole Joy | 001270942 | 16/09/2021 | 04/03/2025 | Ceased |
| Rogers, Catriona Jane | 001234188 | 23/08/2016 | 24/04/2025 | Ceased |
| SAYERS PARTNERS PTY LTD | 001236654 | 26/10/2015 | 25/06/2025 | Ceased |
| SUPPLEMENTARY PTY LTD | 001245728 | 25/07/2016 | 31/05/2025 | Ceased |
| Sainsbury, Rebecca Carol | 001005422 | 25/06/2020 | 30/03/2025 | Ceased |
| Sheaves, Bradley Nicholas | 001270816 | 10/12/2018 | 25/06/2025 | Ceased |
| Stephens-Kinch, Angela Kay | 001239209 | 08/01/2018 | 04/04/2025 | Ceased |
| Supple, Leah Julie | 001245726 | 25/07/2016 | 31/05/2025 | Ceased |
| TAYLOR, ANDREW JAMES | 000466165 | 17/06/2019 | 20/07/2025 | Ceased |
| THE FINANCIAL GROUP PTY LTD | 000466162 | 08/05/2019 | 20/07/2025 | Ceased |
| THOMAS, NELSON | 000416517 | 12/05/2017 | 31/01/2025 | Ceased |
| TOTALLY SUPER ADVICE PTY. LTD. | 001240912 | 11/04/2016 | 12/12/2025 | Ceased |
| Tavares, Thomas Finn | 001314680 | 08/04/2025 | 20/07/2025 | Ceased |
| Teiffel, Gavin James | 001271818 | 10/12/2018 | 24/06/2025 | Ceased |
| Thamm, Troy | 001270327 | 04/12/2018 | 18/02/2025 | Ceased |
| The Trustee for Sainsbury Family Trust | 001282302 | 25/06/2020 | 30/03/2025 | Ceased |
| Turnbull, Mitchell | 001269914 | 27/11/2018 | 27/06/2025 | Ceased |
| Van Kleef, Donna | 001240355 | 21/03/2016 | 27/06/2025 | Ceased |
| WARREN, ROBERT WILLIAM | 000253873 | 05/09/2016 | 27/06/2025 | Ceased |
| WEALTH ADVICE PTY LTD | 000466164 | 17/06/2019 | 20/07/2025 | Ceased |
| WOODHOUSE, CALLY ELIZABETH | 001247658 | 06/12/2018 | 05/03/2025 | Ceased |
| WRIGHTS SMSF ADVICE PTY LTD | 001260151 | 01/07/2022 | 12/06/2025 | Ceased |
| Wade, Daniel Patrick | 001271294 | 01/07/2022 | 30/04/2025 | Ceased |
| Warren, Tamara Lyn | 001270160 | 03/12/2018 | 02/06/2025 | Ceased |
| Wessling, Debbie Katherine | 001238630 | 18/01/2016 | 15/12/2025 | Ceased |
| West, Teresa | 001247756 | 12/09/2016 | 30/05/2025 | Ceased |
| Whybrow, Ms Christine | 001247155 | 06/12/2018 | 05/03/2025 | Ceased |
| YBM SUPER ADVICE PTY LTD | 001247149 | 06/12/2018 | 05/03/2025 | Ceased |
| YOUR WEBACCOUNTANT PTY LTD | 001266749 | 01/07/2022 | 30/11/2025 | Ceased |
| Yiannikas, Helen | 001241106 | 18/04/2016 | 27/06/2025 | Ceased |
| ZM PARTNERS PTY LTD | 001247760 | 12/09/2016 | 30/11/2025 | Ceased |
Where they were authorised next
14 of these 116 were followed by another authorisation elsewhere; 102 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| PARAGEM PTY LIMITED | 11 | 78.6% |
| COUNT FINANCIAL LIMITED | 2 | 14.3% |
| GPS WEALTH LTD | 1 | 7.1% |
Other licensees that lost representatives in 2025
- AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 1,091
- BENDIGO AND ADELAIDE BANK LIMITED — 663
- COVER-MORE INSURANCE SERVICES PTY. LTD. — 94
- COMMUNITY BROKER NETWORK PTY LTD — 103
- ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 129
- INSURANCE ADVISERNET AUSTRALIA PTY LIMITED — 105
- A.C.N. 155 907 681 PTY LTD — 422
- INSURANCE AUSTRALIA LIMITED — 191
- AUSURE PTY LTD — 132
- RESILIUM INSURANCE BROKING PTY LTD — 193
- INTERPRAC FINANCIAL PLANNING PTY LTD — 135
- INTEGRITY CAR CARE PTY. LTD. — 91
- PSC CONNECT PTY LTD — 98
- BANK OF QUEENSLAND LIMITED — 108
MERIT WEALTH PTY LTD in other years
Money lost after advice you were given?
116 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.