Authorised representatives of MORGANS FINANCIAL PLANNING PTY LIMITED
62 people and firms have been authorised to act for MORGANS FINANCIAL PLANNING PTY LIMITED under AFS licence 235408 — the 320th largest of the 332 licensees with a page here. 2 of those authorisations are current; 61 have ended.
63authorisations
2current
61ended
56also authorised elsewhere
2004first 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, MORGANS FINANCIAL PLANNING PTY LIMITED is usually the name that goes on the complaint, not theirs.
56 of the 62 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 235408 · ABN/ACN 55072002441 · licensed since 10/03/2004 · Queensland
Representatives of MORGANS FINANCIAL PLANNING PTY LIMITED
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ALLAN, CHRISTOPHER ANTHONY | 000267877 | 10/03/2004 | 01/10/2004 | Ceased |
| ANDERSON, Lynette Fay | 001241815 | 12/05/2016 | 30/06/2017 | Ceased |
| ANDREATTA, DAVID | 000310875 | 01/03/2007 | 01/11/2007 | Ceased |
| CLARKE, BRIAN NORMAN | 000267889 | 10/03/2004 | 22/04/2004 | Ceased |
| CONOLLY, JOANNE RENEE | 000300795 | 11/09/2006 | 05/06/2007 | Ceased |
| COSH, TIFFANY MICHELLE | 000327412 | 03/07/2008 | 11/10/2010 | Ceased |
| CURRELL, ROBYN YVETTE | 000267888 | 10/03/2004 | 11/02/2005 | Ceased |
| CUTHBERT, KEVIN VINCENT | 000226335 | 10/03/2004 | 31/08/2007 | Ceased |
| DAVIES, MARK GERARD MAJELLA | 000419585 | 20/09/2017 | 01/04/2026 | Ceased |
| DEE, HAMISH ROBBIE | 000259232 | 20/09/2017 | — | Current |
| DENNIS, ANTHONY JOHN THOMAS | 000259126 | 20/09/2017 | 01/09/2019 | Ceased |
| DIXON, MICHAEL ALLEN | 000294387 | 11/10/2005 | 21/08/2015 | Ceased |
| EASTER, PENELOPE ELIZABETH | 000298255 | 15/02/2006 | 31/07/2006 | Ceased |
| EDWARDS, STEVEN | 000226340 | 10/03/2004 | 15/02/2006 | Ceased |
| FENSOM, BERNADETTE JOANNE | 000317376 | 10/09/2007 | 30/06/2017 | Ceased |
| FLEMING, MITCHELL ANDREW | 000229359 | 10/03/2004 | 02/09/2004 | Ceased |
| FLINT, RICHARD WILLIAM | 000267874 | 10/03/2004 | 30/06/2017 | Ceased |
| FRANCIS, SCOTT ANDREW | 000283723 | 11/01/2005 | 24/06/2005 | Ceased |
| GARD, PHILIP | 000226339 | 10/03/2004 | 31/08/2007 | Ceased |
| GRANT, AMANDA JANE | 000283925 | 17/01/2005 | 19/01/2006 | Ceased |
| HAYES, RICHARD WILLIAM | 000343908 | 12/01/2010 | 19/03/2012 | Ceased |
| HEALY, MELISSA JANE | 000259332 | 06/08/2004 | 08/08/2014 | Ceased |
| HILTON, PAUL DAMIEN | 000267883 | 10/03/2004 | 06/05/2004 | Ceased |
| HOWARD, KENNETH PATRICK | 000259290 | 20/09/2017 | — | Current |
| JOVEL, Hugo Edgardo | 001002171 | 27/03/2015 | 15/01/2016 | Ceased |
| KEELEY, SCOTT STEPHEN | 000281588 | 22/10/2004 | 30/06/2017 | Ceased |
| KENNEDY, LACHLAN JAMES | 000267879 | 10/03/2004 | 01/06/2004 | Ceased |
| KIRKWOOD, SUSAN LEANNE | 000259624 | 23/12/2005 | 23/06/2008 | Ceased |
| KORN, DANA | 000226337 | 10/03/2004 | 20/08/2004 | Ceased |
| MACLEOD, HEATH ALASTAIR | 000267875 | 10/03/2004 | 15/07/2004 | Ceased |
| MAGESAN, DINESH | 000267887 | 10/03/2004 | 30/07/2004 | Ceased |
| MANN, PAUL STEFAN | 000276270 | 18/05/2004 | 31/08/2007 | Ceased |
| MAUNDRELL, DARREN PETER | 000280097 | 08/09/2004 | 31/08/2007 | Ceased |
| MAUNDRELL, PETER DOUGLAS | 000267886 | 10/03/2004 | 02/12/2013 | Ceased |
| MCELWAINE, LUKE | 000322493 | 20/09/2017 | 01/04/2026 | Ceased |
| MCINTOSH, IAN HARRY | 000259243 | 02/03/2007 | 30/06/2017 | Ceased |
| MCNAMARA, NEIL BARRY | 000267876 | 10/03/2004 | 24/05/2004 | Ceased |
| MORR, KAREN NICOLE | 000307695 | 17/11/2006 | 31/08/2007 | Ceased |
| NAUMANN, KYMBERLEE ANN | 000267881 | 10/03/2004 | 01/11/2007 | Ceased |
| NAVARRO, CATHERINE | 000239459 | 21/04/2006 | 31/08/2007 | Ceased |
| NEWTON, ELIZABETH HONG LUAN | 000259209 | 01/08/2005 | 21/11/2011 | Ceased |
| NEWTON, KELLY LOUISE | 000279410 | 28/07/2005 | 31/08/2007 | Ceased |
| PAGE, JOY WINIFRED | 000238862 | 06/02/2006 | 31/08/2007 | Ceased |
| PAULING, MARK ANDREW | 000267884 | 10/03/2004 | 31/07/2006 | Ceased |
| POOTS, ANDREW DAVID | 000259118 | 22/12/2006 | 14/02/2007 | Ceased |
| ROCHE, KELLY ANN | 000226338 | 10/03/2004 | 07/03/2006 | Ceased |
| ROCHE, KELLY ANN | 000226338 | 13/03/2007 | 31/08/2007 | Ceased |
| ROPER, KELLY BREE | 000291330 | 12/07/2006 | 31/08/2007 | Ceased |
| ROYLE, SIMON KEITH | 000267890 | 10/03/2004 | 22/04/2004 | Ceased |
| RUDDIMAN, DAVID GEORGE | 000267880 | 10/03/2004 | 18/05/2004 | Ceased |
| SAAL, PHILIP ANTHONY | 000267882 | 10/03/2004 | 01/11/2007 | Ceased |
| SANDERSON, TONIA LOUISE | 000267885 | 10/03/2004 | 10/03/2004 | Ceased |
| SCARDAMAGLIA, JOHN | 000267878 | 10/03/2004 | 01/10/2004 | Ceased |
| SHRIMPLIN, MARK | 000278685 | 28/07/2004 | 31/08/2007 | Ceased |
| SMITH, ROGER MAXWELL | 000300144 | 10/04/2006 | 31/08/2007 | Ceased |
| STEFFENSEN, MICHELLE ANNE | 000259348 | 01/10/2005 | 30/06/2017 | Ceased |
| VAN ROODEN, JOHN | 000226336 | 10/03/2004 | 31/08/2007 | Ceased |
| WEGNER-PARKER, LOUISE JEAN | 000285600 | 11/09/2006 | 15/11/2016 | Ceased |
| WELLS, DAVID STEWART | 000335949 | 02/02/2012 | 31/05/2012 | Ceased |
| WILLIAMS, CRAIG JOHN | 000279956 | 03/09/2004 | 31/08/2007 | Ceased |
| WOODHEAD, SARAH LOUISE | 000239519 | 10/03/2004 | 20/02/2006 | Ceased |
| WOODROW, CRAIG STEPHEN | 000281840 | 29/10/2004 | 31/08/2007 | Ceased |
| WOOLCOCK, MACLEAN CHARLTON | 000267891 | 10/03/2004 | 20/02/2014 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 2 | 3.2% |
| 2019 | 1 | 1.6% |
| 2017 | 6 | 9.5% |
| 2016 | 2 | 3.2% |
| 2015 | 1 | 1.6% |
| 2014 | 2 | 3.2% |
| 2013 | 1 | 1.6% |
| 2012 | 2 | 3.2% |
| 2011 | 1 | 1.6% |
| 2010 | 1 | 1.6% |
| 2008 | 1 | 1.6% |
| 2007 | 20 | 31.7% |
| 2006 | 6 | 9.5% |
| 2005 | 2 | 3.2% |
| 2004 | 13 | 20.6% |
Licensees of a similar size
- NEXTEC CORPORATION PTY LTD — 65
- CATHOLIC CHURCH INSURANCE LIMITED — 65
- STAMFORD CAPITAL FUNDS MANAGEMENT PTY LTD — 65
- BROOKVALE INSURANCE BROKERS PTY LTD — 64
- PETSURE (AUSTRALIA) PTY LTD — 64
- CUTCHER & NEALE FINANCIAL SERVICES PTY LTD — 64
- GALLAGHER BENEFIT SERVICES PTY LTD — 64
- ONE INVESTMENT ADMINISTRATION LTD — 63
- AUSTRALASIA FINANCIAL SERVICES PTY LTD — 63
- WHOLESALE SECURITIES PTY LTD — 63
- SUPERTRAC PTY LTD — 63
- BONGIORNO FINANCIAL ADVISERS PTY LTD — 62
- ISELECT LIFE PTY LTD — 62
- QUALITAS SECURITIES PTY LTD — 62
- THE LUNAR GROUP PTY LIMITED — 62
Money lost after advice you were given?
63 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.