# OZPLAN FINANCIAL SERVICES PTY LTD — its AFS authorised representatives — afs-rep

> 74 people and firms have been authorised by OZPLAN FINANCIAL SERVICES PTY LTD under AFS licence 221235: 14 current, 63 ceased.

## Authorised representatives of OZPLAN FINANCIAL SERVICES PTY LTD

74 people and firms have been authorised to act for OZPLAN FINANCIAL SERVICES PTY LTD under AFS licence 221235 — the 265th largest of the 332 licensees with a page here. 14 of those authorisations are current; 63 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, **OZPLAN FINANCIAL SERVICES PTY LTD** is
usually the name that goes on the complaint, not theirs.

41 of the 74 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 221235 · ABN/ACN 35005391202 · licensed since 01/09/2002 · Victoria

### Representatives of OZPLAN FINANCIAL SERVICES PTY LTD

*Authorisations by OZPLAN FINANCIAL SERVICES PTY LTD, alphabetical*

| Representative | Number | From | To | Status |
|---|---|---|---|---|
| Agati, Anna | [001253849](/search.md) | 01/04/2017 | 03/04/2019 | Ceased |
| Angelini, Stefan | [001249074](/search.md) | 29/03/2017 | 18/07/2019 | Ceased |
| BARBAGIANNIS, JOHN | [000267450](/search.md) | 18/10/2005 | 31/08/2007 | Ceased |
| BARZEN, NICHOLAS PETER | [000289661](/search.md) | 27/05/2005 | 31/03/2006 | Ceased |
| BIRD, NICHOLAS GUY | [000224793](/search.md) | 16/09/2002 | — | Current |
| BOWMAN, JOHN FRANCIS | [000250758](/search.md) | 02/02/2004 | 26/11/2010 | Ceased |
| BOWMAN, MICHAEL | [000250692](/search.md) | 02/02/2004 | 19/03/2004 | Ceased |
| BRADEN, JOHN FRANCIS | [000224771](/search.md) | 01/09/2002 | 20/01/2006 | Ceased |
| BUCKLEY, TIMOTHY MARTIN | [000244688](/search.md) | 10/04/2017 | — | Current |
| BURNS, TRACEY LEANNE | [000224765](/search.md) | 01/09/2002 | 01/02/2010 | Ceased |
| CHATFIELD, FREDERICK JOHN | [000224791](/search.md) | 01/09/2002 | 03/08/2005 | Ceased |
| COLLINS, NANCY VIVIENNE | [000307726](/search.md) | 23/11/2006 | 18/02/2010 | Ceased |
| DALRYMPLE, ANDREW GEORGE | [000317517](/search.md) | 01/07/2016 | 30/06/2020 | Ceased |
| DAVIDSONS FINANCIAL SERVICES PTY LTD | [000455046](/search.md) | 10/04/2017 | — | Current |
| DEEATH, ROSS WILLIAM | [000244781](/search.md) | 10/04/2017 | 30/06/2022 | Ceased |
| DI BATTISTA, TINO | [000224784](/search.md) | 01/09/2002 | 20/03/2008 | Ceased |
| Dosser, Vicki Joy | [001255015](/search.md) | 22/05/2017 | 28/09/2022 | Ceased |
| Dosser, Vicki Joy | [001255015](/search.md) | 09/12/2022 | 28/06/2023 | Ceased |
| EMERY, RUSSELL DAVID | [000225880](/search.md) | 22/06/2005 | 13/11/2006 | Ceased |
| FOSTER, JOHN DENNIS | [000238476](/search.md) | 06/10/2003 | 26/02/2007 | Ceased |
| GAGLIARDI, VINCENZO | [000226942](/search.md) | 03/03/2003 | 18/07/2006 | Ceased |
| GAGLIARDI, VINCENZO | [000226942](/search.md) | 06/10/2021 | — | Current |
| GALE, RAYMOND WILLIAM | [001002839](/search.md) | 24/03/2020 | 22/06/2020 | Ceased |
| GSJ FINANCIAL SERVICES PTY LTD | [000345560](/search.md) | 01/03/2010 | 29/06/2023 | Ceased |
| Gupta, Snigdha | [001305475](/search.md) | 18/08/2023 | — | Current |
| HALL, MICHAEL | [000268361](/search.md) | 01/03/2004 | 29/06/2018 | Ceased |
| HANLEN, RAYMOND THOMAS | [000226946](/search.md) | 03/03/2003 | 31/08/2007 | Ceased |
| HARDY, MALCOLM MOORE | [000224770](/search.md) | 01/09/2002 | 31/08/2007 | Ceased |
| HARRISON, ANGELA | [000233725](/search.md) | 01/03/2004 | 19/09/2005 | Ceased |
| HOLBROOK, ROY MALCOLM | [000224769](/search.md) | 01/09/2002 | 31/07/2010 | Ceased |
| HUNTER, BREE LOUISE | [000289660](/search.md) | 27/05/2005 | 13/06/2013 | Ceased |
| Hall, Jeremy John | [001270940](/search.md) | 10/12/2018 | 26/08/2022 | Ceased |
| Hanslow, Bree Kristie | [001251805](/search.md) | 20/01/2017 | — | Current |
| IMC WEALTH PTY LTD | [000312548](/search.md) | 23/04/2007 | 31/08/2007 | Ceased |
| IVES, JOHN ALFRED | [000224764](/search.md) | 01/09/2002 | 01/02/2010 | Ceased |
| JACKSON, ALEXIA FREWEN | [000294108](/search.md) | 29/09/2005 | 31/08/2007 | Ceased |
| KAYS, TERRANCE LESLIE | [000226944](/search.md) | 04/03/2003 | 21/09/2007 | Ceased |
| KEILTY, ELISABETH JOAN | [000226945](/search.md) | 04/03/2003 | 28/06/2023 | Ceased |
| KENNEDY, WILLIAM JOHN | [000277584](/search.md) | 08/06/2012 | 24/11/2016 | Ceased |
| LSH ACCOUNTING PTY LTD | [000317122](/search.md) | 03/08/2007 | 01/03/2010 | Ceased |
| LUSCOMBE, GREGORY DAVID | [000268360](/search.md) | 01/03/2004 | — | Current |
| Layfield, Robert James | [001007967](/search.md) | 25/07/2016 | 30/10/2020 | Ceased |
| Lee, Arcelli | [001270062](/search.md) | 27/11/2018 | 27/07/2020 | Ceased |
| Lytras, Dayne Newel | [001006630](/search.md) | 22/10/2020 | 18/08/2023 | Ceased |
| MAGYAR, KATRINA JANE | [000339125](/search.md) | 01/07/2016 | 30/06/2020 | Ceased |
| MANNING, GRAHAM D'ARCY | [000227901](/search.md) | 14/04/2003 | 04/08/2010 | Ceased |
| MARTIN, MYLES JAMES | [000469825](/search.md) | 08/12/2014 | — | Current |
| MCCALL, ALEXANDER | [000224787](/search.md) | 16/09/2002 | 20/01/2003 | Ceased |
| MCKEOWN, FRANCIS WARREN | [000224785](/search.md) | 01/09/2002 | 29/05/2006 | Ceased |
| MEAGHER, JUDITH ANN | [000224786](/search.md) | 01/09/2002 | 12/12/2008 | Ceased |
| MIKHAEL, AMAL | [000238475](/search.md) | 06/10/2003 | 28/10/2005 | Ceased |
| MILES, GARY EDWARD | [000343774](/search.md) | 29/10/2012 | 10/06/2013 | Ceased |
| MILLER, RODNEY IAN | [000224789](/search.md) | 01/09/2002 | 30/06/2016 | Ceased |
| MONCRIEFF, SARAH ELIZABETH | [000268308](/search.md) | 02/02/2004 | 20/03/2009 | Ceased |
| MOORE, CAMERON ROBERT | [000224766](/search.md) | 01/09/2002 | 17/08/2009 | Ceased |
| Mayfield, Gerald Kingsley | [000224768](/search.md) | 01/09/2002 | 10/09/2007 | Ceased |
| McIntosh, Anna-Maree | [001244141](/search.md) | 01/07/2016 | 15/10/2019 | Ceased |
| Morris, Darcy Keith | [001302433](/search.md) | 22/03/2023 | — | Current |
| NANCE, JESSICA ELYSE | [000434066](/search.md) | 10/04/2017 | — | Current |
| OWENS, DARREN | [000231840](/search.md) | 29/09/2005 | 31/08/2007 | Ceased |
| PENNELL, JOSHUA | [000305034](/search.md) | 29/10/2012 | — | Current |
| PENNELL, LAURENCE IAN | [000224788](/search.md) | 01/09/2002 | 17/06/2026 | Ceased |
| PIKE, YVONNE LUCIE | [000266234](/search.md) | 06/05/2008 | 02/06/2021 | Ceased |
| PROSPER ADVISORY FINANCIAL SERVICES PTY LTD | [001238120](/search.md) | 05/12/2015 | — | Current |
| Palios, Yianni | [001292572](/search.md) | 31/01/2023 | — | Current |
| RANTALL, LIA BROOKE | [000295597](/search.md) | 24/10/2005 | 05/09/2012 | Ceased |
| ROBERTSON, ANGUS ALLAN | [000224783](/search.md) | 01/09/2002 | 03/04/2003 | Ceased |
| ROBERTSON, ANGUS ALLAN | [000224783](/search.md) | 25/06/2015 | 28/02/2023 | Ceased |
| SARUP, Varun Tushar | [001233895](/search.md) | 13/09/2018 | 15/11/2019 | Ceased |
| SETCHES, GLENN ALLAN | [000226943](/search.md) | 04/03/2003 | 28/06/2023 | Ceased |
| SHAW, BRIAN FRANCIS | [000268362](/search.md) | 01/03/2004 | 26/03/2014 | Ceased |
| SMITH, BRENDAN JAMES | [000224767](/search.md) | 01/09/2002 | 30/09/2023 | Ceased |
| THOMAS, CLINT JUSTIN | [000345967](/search.md) | 17/03/2010 | 29/06/2018 | Ceased |
| THOMAS, DANIEL RODERICK | [000224792](/search.md) | 01/09/2002 | 03/04/2003 | Ceased |
| VAIVADS, KARL ANDREW | [000268359](/search.md) | 01/03/2004 | 30/11/2010 | Ceased |
| WILSON, LAUREN MAREE | [000279333](/search.md) | 09/08/2004 | — | Current |
| WORMALD, GREGORY NORMAN | [000224790](/search.md) | 01/09/2002 | 30/06/2016 | Ceased |

### When those authorisations ended

| Year ended | Authorisations | Share |
|---|---|---|
| [2026](/ceased/2026.md) | 1 | 1.3% |
| [2023](/ceased/2023.md) | 7 | 9.1% |
| [2022](/ceased/2022.md) | 3 | 3.9% |
| [2021](/ceased/2021.md) | 1 | 1.3% |
| [2020](/ceased/2020.md) | 5 | 6.5% |
| [2019](/ceased/2019.md) | 4 | 5.2% |
| [2018](/ceased/2018.md) | 2 | 2.6% |
| [2016](/ceased/2016.md) | 3 | 3.9% |
| [2014](/ceased/2014.md) | 1 | 1.3% |
| [2013](/ceased/2013.md) | 2 | 2.6% |
| [2012](/ceased/2012.md) | 1 | 1.3% |
| [2010](/ceased/2010.md) | 8 | 10.4% |
| [2009](/ceased/2009.md) | 2 | 2.6% |
| [2008](/ceased/2008.md) | 2 | 2.6% |
| [2007](/ceased/2007.md) | 9 | 11.7% |
| [2006](/ceased/2006.md) | 5 | 6.5% |
| [2005](/ceased/2005.md) | 3 | 3.9% |
| [2004](/ceased/2004.md) | 1 | 1.3% |
| [2003](/ceased/2003.md) | 3 | 3.9% |

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- [MAVEN CAPITAL PTY LTD](/licensee/maven-capital-pty-ltd.md) — 83
- [TEMPLESTONE FINANCIAL SERVICES PTY LTD](/licensee/templestone-financial-services-pty-ltd.md) — 83
- [ONE WHOLESALE FUND SERVICES LTD](/licensee/one-wholesale-fund-services-ltd.md) — 81
- [SMART GUYS PTY LTD](/licensee/smart-guys-pty-ltd.md) — 81
- [MPF REPRESENTATIVES PTY LTD](/licensee/mpf-representatives-pty-ltd.md) — 81
- [FINANCIAL SYSTEMS PTY LTD](/licensee/financial-systems-pty-ltd.md) — 80
- [ADVICEIQ PARTNERS PTY LTD](/licensee/adviceiq-partners-pty-ltd.md) — 80
- [DEXUS CAPITAL INVESTORS LIMITED](/licensee/dexus-capital-investors-limited.md) — 78
- [CREDIT UNION AUSTRALIA LTD](/licensee/credit-union-australia-ltd.md) — 77
- [BENTLEYS (QLD) ADVISORY PTY LTD](/licensee/bentleys-qld-advisory-pty-ltd.md) — 77
- [CARESUPER ADVICE PTY LTD](/licensee/caresuper-advice-pty-ltd.md) — 77
- [INFINITY CAPITAL SOLUTIONS PTY LTD](/licensee/infinity-capital-solutions-pty-ltd.md) — 77
- [QIB COMMERCIAL PTY LTD](/licensee/qib-commercial-pty-ltd.md) — 75
- [PROFESSIONAL SERVICES CORPORATION PTY LTD](/licensee/professional-services-corporation-pty-ltd.md) — 74
- [MBS ADVICE LICENCE PTY LTD](/licensee/mbs-advice-licence-pty-ltd.md) — 74

### Money lost after advice you were given?

77 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)

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Página: https://afs-rep.pages.dev/licensee/ozplan-financial-services-pty-ltd/
Fonte: ASIC AFS Authorised Representative Dataset and AFS Licensee Dataset — Australian Securities and Investments Commission
Recolha: 2026-08-19