Authorisations by MILLENNIUM 3 FINANCIAL SERVICES PTY LTD that ended in 2021
135 of the 2,539 authorisations granted by MILLENNIUM 3 FINANCIAL SERVICES PTY LTD ended during 2021 — 5.3% of its record, and 0.9% of everything that ended in Australia that year.
135ended in 2021
5.3%share of MILLENNIUM 3 FIN
0.9%share of 2021
97also authorised elsewhere
If you were advised by one of these people on or before their end date, MILLENNIUM 3 FINANCIAL SERVICES 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 2,539 authorisations by MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · Everything that ended in 2021
The 135 that ended in 2021
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ABFS (ACT) PTY LTD | 000439910 | 29/05/2013 | 30/09/2021 | Ceased |
| ABFS (QLD) PTY LTD | 000270871 | 11/03/2004 | 30/09/2021 | Ceased |
| ABFS (VIC) PTY LTD | 000269561 | 18/10/2018 | 30/09/2021 | Ceased |
| ABFS (WA) PTY LTD | 000293978 | 29/09/2005 | 30/09/2021 | Ceased |
| ADAS, CAN UMIT | 000318406 | 10/12/2018 | 10/11/2021 | Ceased |
| ALLSAFE FINANCIAL SERVICES PTY LTD | 000270399 | 10/03/2004 | 15/12/2021 | Ceased |
| ALPHA RISK SOLUTIONS PTY LTD | 000413824 | 29/06/2015 | 22/10/2021 | Ceased |
| ANDERSON, SCOTT CHARLES | 000283627 | 25/06/2020 | 24/11/2021 | Ceased |
| ARTS, DAMIAN JOHN | 000331023 | 10/10/2008 | 17/06/2021 | Ceased |
| AUSLIFE FINANCIAL PLANNING PTY LTD | 000251004 | 14/12/2005 | 25/10/2021 | Ceased |
| BACHE, PHILIP WILLIAM | 000249741 | 28/06/2010 | 18/03/2021 | Ceased |
| BAULCH, HAYDN | 000345068 | 25/05/2020 | 29/10/2021 | Ceased |
| BRIGHTKEY PTY LTD | 000285374 | 29/09/2008 | 30/11/2021 | Ceased |
| BROMAN-MINHAS, NOAK | 000402205 | 25/03/2011 | 15/12/2021 | Ceased |
| BURGESS, MARK | 000388336 | 02/12/2020 | 19/08/2021 | Ceased |
| Bonamy, James | 001006434 | 08/03/2021 | 23/07/2021 | Ceased |
| CALDWELL-BASTIAN, RHYS DJANGO | 000329333 | 29/10/2014 | 03/06/2021 | Ceased |
| CARTER FINANCIAL SERVICES PTY LTD | 000421838 | 01/09/2019 | 07/05/2021 | Ceased |
| CARTER, TRICIA | 000421839 | 01/09/2019 | 07/05/2021 | Ceased |
| CASTLEFORD NOMINEES PTY. LTD. | 000245771 | 10/10/2008 | 10/09/2021 | Ceased |
| CENTRAL WEST FINANCIAL PLANNING PTY LTD | 001260179 | 01/05/2020 | 30/07/2021 | Ceased |
| CHAMELEON FINANCIAL STRATEGIES PTY LTD | 000334661 | 20/02/2009 | 01/10/2021 | Ceased |
| CLARK, RACHEL MAREE | 000398096 | 18/01/2012 | 27/01/2021 | Ceased |
| COX, RODNEY NELSON | 000274004 | 31/03/2004 | 11/11/2021 | Ceased |
| CUMMINS, WILLIAM JOHN | 000305144 | 20/10/2020 | 16/04/2021 | Ceased |
| DAVID MOSES PTY LTD | 000386559 | 28/10/2010 | 27/08/2021 | Ceased |
| DAVZIL PTY LTD | 000255589 | 25/02/2011 | 29/06/2021 | Ceased |
| DEACON & EVERS FINANCIAL SERVICES GROUP PTY LTD | 000260037 | 19/12/2008 | 15/11/2021 | Ceased |
| DIMASI, BRUNO | 000314031 | 04/04/2017 | 13/09/2021 | Ceased |
| DUNN, MICHAEL JOHN | 000258199 | 25/09/2008 | 17/12/2021 | Ceased |
| De Rosa, Anthony Philip | 001000874 | 05/02/2018 | 29/06/2021 | Ceased |
| EFPA PTY LTD | 000331881 | 06/03/2020 | 03/09/2021 | Ceased |
| EVERETT, STEPHEN DONALD | 000238597 | 09/07/2020 | 29/06/2021 | Ceased |
| EVERS FINANCIAL ADVISORS PTY LTD | 000418345 | 02/03/2012 | 14/10/2021 | Ceased |
| Er, Elizabeth Siew Hui | 001270636 | 10/12/2018 | 30/07/2021 | Ceased |
| FALLON, SIMON | 001001033 | 11/03/2020 | 20/10/2021 | Ceased |
| FERRALI, ALBERT | 000263385 | 06/02/2004 | 17/12/2021 | Ceased |
| FORZA WEALTH PTY LTD | 001002172 | 27/03/2015 | 30/11/2021 | Ceased |
| FULLARD, SHIVAUN | 000305660 | 15/09/2006 | 09/09/2021 | Ceased |
| GAIN WEALTH MANAGEMENT PTY LTD | 000465813 | 10/12/2018 | 10/11/2021 | Ceased |
| GATES, MATTHEW | 000235260 | 29/09/2008 | 30/11/2021 | Ceased |
| GIBSON FINANCIAL GROUP PTY LTD | 000433040 | 01/05/2020 | 17/11/2021 | Ceased |
| GIBSON, BRENT | 000433039 | 01/05/2020 | 17/11/2021 | Ceased |
| GLASCOTT, ROBERT | 000271778 | 24/09/2007 | 08/10/2021 | Ceased |
| GOBEL, NIKOLAUS | 000263370 | 06/02/2004 | 31/01/2021 | Ceased |
| GOW, ROGER | 000258337 | 13/11/2009 | 08/10/2021 | Ceased |
| GRAVITY WEALTH PTY LTD | 000442666 | 19/07/2013 | 15/10/2021 | Ceased |
| GRIMSEY, BARRY JOHN CHARLES | 000268604 | 10/03/2004 | 09/09/2021 | Ceased |
| GRIMSEY, SHAWN ANTHONY | 000268605 | 10/03/2004 | 09/09/2021 | Ceased |
| Gordon, James Patrick | 001270109 | 03/12/2018 | 05/03/2021 | Ceased |
| H B FINANCIAL PLANNING PTY. LTD. | 000440629 | 25/05/2020 | 29/10/2021 | Ceased |
| HANRATTY CARR & ASSOCIATES PTY LTD | 000304295 | 18/01/2017 | 01/12/2021 | Ceased |
| HUANG, YU-SHENG KEET | 000351827 | 30/06/2018 | 30/04/2021 | Ceased |
| HWA FINANCIAL SERVICES PTY LTD | 000420732 | 10/04/2012 | 17/12/2021 | Ceased |
| Harris, Shane John | 001268800 | 18/06/2020 | 11/11/2021 | Ceased |
| INCOME PROTECTION CHOICE PTY LTD | 000263369 | 06/02/2004 | 31/01/2021 | Ceased |
| INSUREWEALTH FINANCIAL SERVICES & CONSULTANCY PTY LTD | 000390178 | 03/08/2020 | 12/04/2021 | Ceased |
| JAMAR FINANCIAL PLANNING PTY LTD | 000409520 | 11/03/2013 | 30/09/2021 | Ceased |
| JENNINGS FINANCIAL SERVICES PTY LTD | 000259995 | 19/12/2008 | 10/12/2021 | Ceased |
| JV FINANCIAL PLANNING 2 PTY LTD | 000447431 | 16/06/2020 | 09/07/2021 | Ceased |
| KAPITAL WEALTH SOLUTIONS PTY LTD | 001267317 | 05/09/2018 | 15/12/2021 | Ceased |
| KELLY, JOHN ALEXANDER | 000417383 | 23/02/2021 | 26/08/2021 | Ceased |
| KENDALL, DAVID JAMES | 000303897 | 16/06/2020 | 12/02/2021 | Ceased |
| KIDD, JOHN LINDSAY | 000241934 | 11/03/2013 | 30/09/2021 | Ceased |
| KONSTANTINOU, STILLIANOS MICHAEL | 000317896 | 24/09/2007 | 15/12/2021 | Ceased |
| LARSEN, RUEBEN | 000307336 | 08/11/2010 | 17/12/2021 | Ceased |
| LASKARIS, TOMMY | 000321828 | 01/02/2008 | 12/11/2021 | Ceased |
| LAY, SAM | 000342326 | 30/10/2009 | 01/04/2021 | Ceased |
| LEARY, GARRY JOHN | 000265166 | 11/07/2018 | 21/12/2021 | Ceased |
| LETTS, KATHRYN JANE | 000252712 | 10/02/2006 | 30/09/2021 | Ceased |
| LIFE-STYLE FINANCIAL SERVICES (AUST) PTY. LTD. | 000263383 | 06/02/2004 | 17/12/2021 | Ceased |
| LOANSCAN PTY LTD | 000331021 | 10/10/2008 | 17/06/2021 | Ceased |
| LONG, SCOTT ALEXANDER | 000407537 | 19/10/2020 | 13/08/2021 | Ceased |
| Lewis, Toby Thomas | 001267180 | 31/08/2018 | 27/10/2021 | Ceased |
| MAKING IT HAPPEN PTY LTD | 000240617 | 18/03/2004 | 11/11/2021 | Ceased |
| MAMMOTH FINANCIAL PTY LTD | 000312825 | 01/05/2007 | 13/12/2021 | Ceased |
| MCCOLGAN, DARREN ROBERT | 000258228 | 10/10/2008 | 10/09/2021 | Ceased |
| MCCONACHY, RUSSELL JOHN | 000237815 | 16/07/2007 | 21/12/2021 | Ceased |
| MIDAS RISK MANAGEMENT PTY. LTD. | 000302751 | 29/06/2006 | 17/12/2021 | Ceased |
| MITCHELL, RAYMOND | 000287514 | 06/03/2020 | 29/01/2021 | Ceased |
| MOORMAN SECURITIES PTY LTD | 000332825 | 16/08/2017 | 22/01/2021 | Ceased |
| MORRIS, ALEXANDER GUY | 000264096 | 01/05/2007 | 13/12/2021 | Ceased |
| MOSES, DAVID MARK | 000382623 | 10/09/2010 | 27/08/2021 | Ceased |
| MURGATROYD, LISA MARIE | 000327928 | 16/07/2008 | 01/04/2021 | Ceased |
| Miller, Anna Jean | 001262783 | 01/09/2019 | 07/05/2021 | Ceased |
| Murrell, Tyler Rose | 001270641 | 10/12/2018 | 13/10/2021 | Ceased |
| NORTH COAST FINANCIAL SERVICES PTY LTD | 000263342 | 05/02/2004 | 29/10/2021 | Ceased |
| ORACLE INVESTMENT SERVICES PTY LTD | 000331765 | 31/10/2008 | 12/11/2021 | Ceased |
| OSBORNE, MICHAEL | 000430640 | 09/11/2012 | 15/10/2021 | Ceased |
| PALLADIA WEALTH ADVISORY PTY LTD | 001277736 | 24/08/2019 | 20/10/2021 | Ceased |
| PAPOULIAS, ATHANASIOS | 000247823 | 31/10/2008 | 12/11/2021 | Ceased |
| PERSONAL PLANNING PTY LTD | 001280099 | 28/01/2020 | 03/06/2021 | Ceased |
| PHILLIPS, GERARD | 000275133 | 05/04/2004 | 29/06/2021 | Ceased |
| PITTARD, MATTHEW | 000311234 | 12/03/2007 | 17/12/2021 | Ceased |
| PLATINUM GOLD PTY. LTD. | 000268603 | 10/03/2004 | 09/09/2021 | Ceased |
| RAE WEALTH PTY LTD | 001280136 | 30/01/2020 | 15/11/2021 | Ceased |
| REIMERS, JAMES WERNER | 000264587 | 01/02/2017 | 30/04/2021 | Ceased |
| RETIRESTRONG PTY. LTD. | 001235059 | 03/09/2015 | 25/06/2021 | Ceased |
| RG RETIREMENT PLANNING PTY LTD | 001233199 | 01/07/2015 | 08/10/2021 | Ceased |
| RHODES, JOHN LIONEL | 000259269 | 16/06/2020 | 09/07/2021 | Ceased |
| RIVERLAND INSURANCE SPECIALISTS PTY LTD | 001275631 | 08/05/2019 | 08/10/2021 | Ceased |
| RUSSELL, CLAIRE ELIZABETH | 000258313 | 01/05/2020 | 30/07/2021 | Ceased |
| S & C EVERETT PTY LTD | 000425111 | 09/07/2020 | 29/06/2021 | Ceased |
| SALAGARAS, JOHN PETER | 001003940 | 24/08/2019 | 20/10/2021 | Ceased |
| SARKIS, JOHN | 000413908 | 29/06/2015 | 22/10/2021 | Ceased |
| SCANLAN, JEANETTE | 000340597 | 07/11/2017 | 25/06/2021 | Ceased |
| SHAD, LUKE | 001003955 | 28/09/2019 | 20/10/2021 | Ceased |
| SHRESTHA, ISHWAR | 000414174 | 02/09/2016 | 22/10/2021 | Ceased |
| SHROWDER, DAVID MAXWELL | 000255624 | 25/02/2011 | 29/06/2021 | Ceased |
| SOUTHEY, STUART BRENT | 000254417 | 14/12/2005 | 25/10/2021 | Ceased |
| STENHOUSE, REGINALD NORMAN | 000255598 | 01/05/2020 | 27/05/2021 | Ceased |
| STIRLING, TREVOR ALBERT | 000238665 | 16/07/2007 | 17/12/2021 | Ceased |
| Sardinha, Steven | 001242646 | 02/10/2018 | 15/12/2021 | Ceased |
| TAVANYAR, MARK | 000282191 | 01/11/2004 | 19/11/2021 | Ceased |
| TESOLIN, KELLIE JOANNE | 000304998 | 11/05/2007 | 25/06/2021 | Ceased |
| THE TRUSTEE FOR LARSEN ENTERPRISES TRUST | 000429717 | 08/10/2012 | 17/12/2021 | Ceased |
| THE TRUSTEE FOR RURAL FINANCIAL SERVICES UNIT TRUST | 000422346 | 01/05/2020 | 27/05/2021 | Ceased |
| TOUCHAI, MARYAM | 000458919 | 05/09/2018 | 10/12/2021 | Ceased |
| TURNER, WAYNE LINDSAY | 000263251 | 06/02/2004 | 03/09/2021 | Ceased |
| The Trustee for My Wealth Strategy Trust | 001252540 | 07/03/2017 | 13/09/2021 | Ceased |
| The Trustee for Selectasure Unit Trust | 001264541 | 31/05/2018 | 28/06/2021 | Ceased |
| The Trustee for the Highgate Trust | 001276329 | 17/06/2019 | 15/12/2021 | Ceased |
| Thom, Anna Shirley | 001266613 | 08/08/2018 | 15/07/2021 | Ceased |
| Todaro, Luke Joshua | 001271084 | 13/12/2018 | 16/06/2021 | Ceased |
| Tsang, Man Kit | 001001125 | 12/09/2018 | 30/04/2021 | Ceased |
| ULTIMATE FINANCIAL SERVICES PTY LTD | 000271039 | 01/11/2004 | 19/11/2021 | Ceased |
| UPRIGHT FINANCIAL GROUP PTY. LTD. | 000376090 | 30/06/2018 | 30/04/2021 | Ceased |
| VEIVERS, GREGORY JOHN | 000264085 | 23/02/2004 | 17/12/2021 | Ceased |
| VELARDO, PAUL ADRIAN | 000312946 | 27/03/2015 | 30/11/2021 | Ceased |
| WALKER & CO FINANCIAL SERVICES PTY LTD | 000396430 | 14/01/2011 | 17/12/2021 | Ceased |
| WEALTH ROAD FINANCIAL PLANNING AND RISK MANAGEMENT SOLUTIONS PTY. LTD. | 000458920 | 05/09/2018 | 10/12/2021 | Ceased |
| WILLIAM LEE & PARTNERS PTY LTD | 000250152 | 28/06/2010 | 18/03/2021 | Ceased |
| Watawalage Dona, Buddhini Amanda Gunarathne | 001258414 | 20/09/2017 | 29/01/2021 | Ceased |
| Wong, Steven | 001246915 | 30/01/2020 | 15/11/2021 | Ceased |
| YOUR FUTURE ADVICE PTY LTD | 001280786 | 05/03/2020 | 15/10/2021 | Ceased |
Where they were authorised next
64 of these 135 were followed by another authorisation elsewhere; 71 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| LIFESPAN FINANCIAL PLANNING PTY LTD | 13 | 20.3% |
| ALLIANCE WEALTH PTY LTD | 7 | 10.9% |
| SHARPKEY PTY LTD | 6 | 9.4% |
| INTERPRAC FINANCIAL PLANNING PTY LTD | 5 | 7.8% |
| PALLADIA LICENSEE SERVICES PTY LTD | 4 | 6.2% |
| GPS WEALTH LTD | 3 | 4.7% |
| ADVICE EVOLUTION PTY LTD | 3 | 4.7% |
| RESPECT FINANCIAL SERVICES PTY LTD | 2 | 3.1% |
| SHARTRU WEALTH MANAGEMENT PTY LTD | 2 | 3.1% |
| HEJAZ FINANCIAL ADVISERS PTY LTD | 2 | 3.1% |
| HAVANA FINANCIAL SERVICES PTY LTD | 2 | 3.1% |
| BOMBORA ADVICE PTY LTD | 2 | 3.1% |
| CAPSTONE FINANCIAL PLANNING PTY LTD | 1 | 1.6% |
| RI ADVICE GROUP PTY LTD | 1 | 1.6% |
| INFOCUS SECURITIES AUSTRALIA PTY LTD | 1 | 1.6% |
| MATRIX PLANNING SOLUTIONS LIMITED | 1 | 1.6% |
| CONSILIUM ADVICE PTY LTD | 1 | 1.6% |
| MORGANS FINANCIAL LIMITED | 1 | 1.6% |
Other licensees that lost representatives in 2021
- ALLIANZ AUSTRALIA INSURANCE LIMITED — 125
- ARETE RISK & INSURANCE PARTNERS PTY LTD — 596
- CHARTER FINANCIAL PLANNING LIMITED — 150
- SQUARETRADE AUSTRALIA PTY LTD — 1,010
- COMMUNITY BROKER NETWORK PTY LTD — 145
- AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 125
- ELDERS INSURANCE (UNDERWRITING AGENCY) PTY LIMITED — 93
- INSURANCE ADVISERNET AUSTRALIA PTY LIMITED — 141
- A.C.N. 155 907 681 PTY LTD — 768
- LFI GROUP PTY LTD — 193
- SYNCHRON ADVICE PTY LTD — 263
- CLUB MARINE LIMITED — 120
- RESILIUM INSURANCE BROKING PTY LTD — 142
- INTERPRAC FINANCIAL PLANNING PTY LTD — 145
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD in other years
- 2020 — 110
- 2019 — 95
- 2018 — 97
- 2017 — 120
- 2016 — 98
- 2015 — 101
- 2014 — 121
- 2013 — 153
- 2012 — 163
- 2011 — 157
- 2010 — 189
- 2009 — 179
- 2008 — 120
- 2007 — 100
Money lost after advice you were given?
135 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.