Authorised representatives of PINNACLE INVESTMENT MANAGEMENT LIMITED
173 people and firms have been authorised to act for PINNACLE INVESTMENT MANAGEMENT LIMITED under AFS licence 322140 — the 156th largest of the 332 licensees with a page here. 84 of those authorisations are current; 94 have ended.
178authorisations
84current
94ended
18also authorised elsewhere
2009first 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, PINNACLE INVESTMENT MANAGEMENT LIMITED is usually the name that goes on the complaint, not theirs.
18 of the 173 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 322140 · ABN/ACN 66109659109 · licensed since 11/06/2008 · New South Wales
Representatives of PINNACLE INVESTMENT MANAGEMENT LIMITED
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ANTIPODES PARTNERS LIMITED | 000468121 | 04/11/2014 | 04/04/2016 | Ceased |
| Adams, David | 001273882 | 31/01/2019 | 09/12/2021 | Ceased |
| Aikya Investment Management Limited | 001304281 | 29/06/2023 | — | Current |
| Allen, David James | 001261783 | 08/02/2018 | 29/06/2018 | Ceased |
| Allen, Tom James | 001314550 | 02/04/2025 | — | Current |
| Alphonse, Sathvika | 001322563 | 29/07/2026 | — | Current |
| BOURNE, KATHERINE HARRIET | 000471136 | 05/01/2015 | 14/04/2016 | Ceased |
| Bailey, Cam | 001307574 | 17/01/2024 | 15/03/2024 | Ceased |
| Balakrishnan, Ajay | 001310203 | 14/06/2024 | — | Current |
| Bamford, Annabelle Darcy | 001263585 | 14/03/2018 | 30/03/2020 | Ceased |
| Bangia, Saurabh | 001234332 | 29/07/2015 | 04/04/2016 | Ceased |
| Baud, Andrew James | 001234333 | 29/07/2015 | 04/04/2016 | Ceased |
| Beathe, Jai Andrew | 001269561 | 21/11/2018 | — | Current |
| Beaumont, Digby Edward Sterling | 001293669 | 02/11/2021 | — | Current |
| Bennett, Andrea Therese | 001313661 | 11/02/2025 | — | Current |
| Bennett, Henry | 001311619 | 27/09/2024 | — | Current |
| Bilimoria, Zubin | 001281598 | 28/04/2020 | 25/06/2026 | Ceased |
| Blake, Sally Louise | 001316758 | 08/08/2025 | — | Current |
| Blakeney, Michael Gregory | 001276953 | 01/07/2019 | — | Current |
| Booker, Matthew Peter | 001241586 | 25/04/2016 | — | Current |
| Burns, Marcus Stephen Ferguson | 001241606 | 24/04/2016 | — | Current |
| Burns, Stephen John | 001292426 | 19/08/2021 | — | Current |
| CHAU, JONATHAN | 000424334 | 28/06/2012 | 23/12/2016 | Ceased |
| Cameron, Scott Murray | 001302244 | 16/02/2023 | — | Current |
| Chan, Kelvin | 001310756 | 07/08/2024 | — | Current |
| Chim, Eric Kwong Wai | 001273728 | 21/01/2019 | — | Current |
| Clarke, James | 001311995 | 17/10/2024 | — | Current |
| Clarke, William | 001248390 | 21/09/2016 | — | Current |
| Connolly, Chris | 001238342 | 04/01/2016 | 04/04/2016 | Ceased |
| Cook, Jonathan David | 001235369 | 09/09/2015 | 21/07/2017 | Ceased |
| Coulon, Olivier Donald | 001261149 | 12/01/2018 | 04/02/2022 | Ceased |
| Cramb, Harrison | 001321068 | 06/05/2026 | — | Current |
| Dalziel, Andrew | 001233049 | 31/03/2016 | 01/07/2016 | Ceased |
| Dean, Gregory Adam | 001306751 | 13/11/2023 | — | Current |
| Desai, Rahul | 001314548 | 01/04/2025 | — | Current |
| Doecke, Allister | 001263946 | 07/05/2018 | 18/12/2024 | Ceased |
| Donohoe, Chris | 001247707 | 12/09/2016 | 30/09/2016 | Ceased |
| EC POHL & CO PRIVATE EQUITY PTY LTD | 000334428 | 12/02/2009 | 25/05/2012 | Ceased |
| Espie, Sam | 001301834 | 20/02/2023 | — | Current |
| FANNING, JAMES | 000424416 | 28/06/2012 | 05/09/2014 | Ceased |
| FIRETRAIL INVESTMENTS PTY LIMITED | 001261372 | 19/01/2018 | 27/03/2020 | Ceased |
| Fist, Matthew John Henry | 001263580 | 14/03/2018 | 30/03/2020 | Ceased |
| Foulkes, Robert Gordon | 001264038 | 14/05/2018 | 18/04/2022 | Ceased |
| GARDNER, PETER | 000421919 | 11/05/2012 | 29/06/2018 | Ceased |
| Gander, Tom | 001317850 | 10/10/2025 | — | Current |
| Gould, Karen Angela | 001246744 | 15/08/2016 | — | Current |
| Grant, Alexander William MacDonald | 001233046 | 31/03/2016 | 01/07/2016 | Ceased |
| Gray, Justin Paul | 001263583 | 14/03/2018 | 30/03/2020 | Ceased |
| Gross, Steve | 001293577 | 26/10/2021 | — | Current |
| HAMSON, DON | 000421922 | 11/05/2012 | 29/06/2018 | Ceased |
| HANN, JAMES EDWARD | 000471640 | 19/01/2015 | 20/10/2022 | Ceased |
| HANN, JAMES EDWARD | 000471640 | 21/10/2022 | 07/08/2024 | Ceased |
| HAY, GRAHAM | 000469994 | 01/12/2014 | 04/04/2016 | Ceased |
| HEGARTY, MATTHEW DONAL | 000289507 | 01/12/2014 | 21/01/2016 | Ceased |
| Hartley, Nathanael | 001273883 | 31/01/2019 | 09/12/2021 | Ceased |
| Hayden, Patrick Alexander | 001276954 | 01/07/2019 | — | Current |
| Henricks, Blake James | 001263584 | 14/03/2018 | 27/03/2020 | Ceased |
| Hodgens, Patrick Martin | 001263575 | 14/03/2018 | 27/03/2020 | Ceased |
| Houlahan, Matthew | 001273950 | 30/01/2019 | 30/10/2024 | Ceased |
| Humphreys, Annabel Louise | 001299762 | 20/10/2022 | — | Current |
| Husaini, Adnan | 001308084 | 21/02/2024 | — | Current |
| Isakka, Brittany | 001293100 | 27/09/2021 | — | Current |
| James, Christopher | 001281921 | 11/11/2019 | 01/08/2021 | Ceased |
| Ji, Charles | 001299604 | 10/10/2022 | — | Current |
| Jordan, Aimee | 001292693 | 16/09/2019 | 31/03/2023 | Ceased |
| KENNEDY, TODD | 000421920 | 11/05/2012 | 29/06/2018 | Ceased |
| Kenney, William Graham Victor | 001312138 | 28/10/2024 | — | Current |
| Killesteyn, Andrew | 001249019 | 10/10/2016 | — | Current |
| Kim, Phillip | 001310215 | 01/07/2024 | — | Current |
| Koutouzis, Kathryn Marie | 001265998 | 18/06/2018 | 30/03/2020 | Ceased |
| Kruszelnicki, Karl Alexander | 001255000 | 26/05/2017 | 28/02/2018 | Ceased |
| LIAO, KATHRYN | 000427106 | 27/08/2012 | 19/09/2014 | Ceased |
| LLOYD, ROGER | 000424336 | 28/06/2012 | — | Current |
| LONGWAVE CAPITAL PARTNERS PTY LTD | 001269404 | 25/10/2018 | — | Current |
| LUTHRA, VIPUL | 000424339 | 28/06/2012 | 15/02/2023 | Ceased |
| Langdon Equity Partners Limited | 001304255 | 28/06/2023 | — | Current |
| Lazar, Ramoun | 001263582 | 14/03/2018 | 30/03/2020 | Ceased |
| Lee, Irene | 001316384 | 17/07/2025 | — | Current |
| Li, Annika | 001292427 | 18/08/2021 | — | Current |
| Life Cycle Investment Partners Limited | 001311923 | 03/10/2024 | — | Current |
| Lindsay, Jerram | 001292695 | 01/04/2019 | 01/03/2023 | Ceased |
| Ling, Rui | 001257161 | 04/08/2017 | — | Current |
| Liong, Jonathan | 001249020 | 10/10/2016 | 22/12/2017 | Ceased |
| Loeskow, Brent Alan | 001276955 | 01/07/2019 | 16/01/2026 | Ceased |
| Louis, Craig | 001254998 | 24/05/2017 | 28/02/2018 | Ceased |
| Lund, Adam | 001241927 | 06/05/2016 | — | Current |
| MANZHOSOVA, ALINA | 000464025 | 25/08/2014 | 22/11/2016 | Ceased |
| MATUS, ASHLEY | 000424338 | 28/06/2012 | 06/07/2016 | Ceased |
| MITCHELL, IAN | 000424337 | 28/06/2012 | 06/12/2018 | Ceased |
| MORI, SARASA | 001299661 | 20/10/2022 | — | Current |
| MacGregor, Lachlan Thomas | 001319609 | 05/02/2026 | — | Current |
| Macintyre, Kyle William | 001263579 | 14/03/2018 | 27/03/2020 | Ceased |
| Malone, Benjamin James | 001254985 | 26/05/2017 | — | Current |
| Marshallsea, Graeme Paul | 001316769 | 08/08/2025 | — | Current |
| McCray, Nicholas | 001299763 | 20/10/2022 | 22/12/2022 | Ceased |
| Menon, Akshay | 001302245 | 22/02/2023 | 23/08/2024 | Ceased |
| Mew, Cheryl | 001257160 | 04/08/2017 | — | Current |
| Miller, James William Holmes | 001263581 | 14/03/2018 | 27/03/2020 | Ceased |
| Mitchell, Jacob | 001001773 | 25/03/2015 | 04/04/2016 | Ceased |
| Mort, Luke | 001321041 | 04/05/2026 | — | Current |
| Motyka, Szymon Marcin | 001312137 | 28/10/2024 | — | Current |
| ONG, CHRISTINE | 000469995 | 01/12/2014 | 04/04/2016 | Ceased |
| Olsson, Scott | 001263578 | 14/03/2018 | 30/03/2020 | Ceased |
| Owens, Nicholas | 001313032 | 08/12/2024 | — | Current |
| PACIFIC PORTFOLIO SOLUTIONS PTY LTD | 001320471 | 26/03/2026 | — | Current |
| PALISADE IMPACT PTY LIMITED | 001293078 | 27/09/2021 | — | Current |
| PALISADE INVESTMENT PARTNERS LIMITED | 000312944 | 28/06/2012 | — | Current |
| PALISADE REAL ASSETS PTY LIMITED | 001292393 | 17/08/2021 | — | Current |
| PARBERY, SIMON | 000453869 | 20/02/2014 | 20/10/2022 | Ceased |
| PARBERY, SIMON | 000453869 | 21/10/2022 | — | Current |
| PARK, DOUGLAS | 000447564 | 12/09/2013 | 20/10/2022 | Ceased |
| PARK, DOUGLAS | 000447564 | 21/10/2022 | 16/01/2026 | Ceased |
| PIESS NOMINEES PTY LIMITED | 001297207 | 01/06/2022 | — | Current |
| PLATO INVESTMENT MANAGEMENT LIMITED | 000304964 | 11/05/2012 | 29/06/2018 | Ceased |
| PLATO SYSTEMATIC GLOBAL MACRO PTY LIMITED | 001254857 | 18/05/2017 | 28/02/2018 | Ceased |
| POSH NOMINEES PTY LIMITED | 001277931 | 20/08/2019 | — | Current |
| PRASH NOMINEES PTY LIMITED | 001297650 | 01/07/2022 | — | Current |
| PRIORITY INVESTMENT MANAGEMENT PTY LTD | 000297114 | 31/03/2016 | 01/07/2016 | Ceased |
| Parr, Christopher | 001311994 | 17/10/2024 | — | Current |
| Patane, Anna | 001311948 | 15/10/2024 | — | Current |
| Pennell, Daniel Philip | 001237791 | 30/11/2015 | 29/06/2018 | Ceased |
| Peters, Daniel Benjamin | 001297190 | 09/06/2022 | — | Current |
| Petroff, Heidi | 001321040 | 04/05/2026 | — | Current |
| Pham, Khang Dylan | 001264046 | 09/04/2018 | 24/05/2018 | Ceased |
| Phillips, Oliver | 001252746 | 06/03/2017 | 24/04/2017 | Ceased |
| Phung, Jason Chau | 001255001 | 24/05/2017 | 28/02/2018 | Ceased |
| Plaisted, Reiteke Joan | 001281597 | 28/04/2020 | 25/11/2023 | Ceased |
| Pollock, Alastair | 001240651 | 21/03/2016 | — | Current |
| RASO, ALEXANDER | 001299662 | 20/10/2022 | — | Current |
| RAWLE, DAMIAN | 001301691 | 20/01/2023 | — | Current |
| REMINISCENT CAPITAL PTY LIMITED | 001273881 | 30/01/2019 | 09/12/2021 | Ceased |
| RIGG, VICTORIA | 000424340 | 28/06/2012 | — | Current |
| RIPARIAN CAPITAL PARTNERS PTY LIMITED | 001273948 | 30/01/2019 | — | Current |
| ROBERTS, DANIEL | 000424335 | 28/06/2012 | 26/07/2018 | Ceased |
| Reynolds, Michael Frederick | 001246745 | 15/08/2016 | 30/06/2022 | Ceased |
| Robinson, Vilija Aleksandra Kunigunda Viliunas | 001254986 | 26/05/2017 | 29/08/2022 | Ceased |
| Robinson, Vilija Aleksandra Kunigunda Viliunas | 001254986 | 30/08/2022 | 15/06/2023 | Ceased |
| Rodda, James | 001001935 | 25/03/2015 | 04/04/2016 | Ceased |
| Rossi, Gino | 001292691 | 15/10/2018 | 15/08/2022 | Ceased |
| Rutter, Peter | 001312136 | 28/10/2024 | — | Current |
| SCHMIDT, Rebecca Annie Mills | 001293413 | 16/09/2021 | 06/05/2026 | Ceased |
| SOMERS, CLEO LOUISE | 000472337 | 26/01/2015 | 04/04/2016 | Ceased |
| SOUTTER, MARTIN JAMES | 000469996 | 01/12/2014 | 25/03/2015 | Ceased |
| SPHERIA ASSET MANAGEMENT PTY LIMITED | 001240979 | 08/04/2016 | — | Current |
| Sadikot, Rameez | 001001940 | 25/03/2015 | 04/04/2016 | Ceased |
| Shramchenko, Maxim | 001240137 | 07/03/2016 | 04/04/2016 | Ceased |
| Shu, Joie | 001321712 | 16/06/2026 | — | Current |
| Smith, Todd | 001293562 | 26/10/2021 | 25/09/2023 | Ceased |
| Spraggett, William | 001247706 | 12/09/2016 | 30/09/2016 | Ceased |
| Swanson, Eleanor Virginia | 001263577 | 14/03/2018 | 30/03/2020 | Ceased |
| Swarup, Ashish | 001304755 | 20/07/2023 | — | Current |
| Sweeney, Benjamin Patrick | 001236838 | 26/10/2015 | — | Current |
| THOMAS, JORDAN | 000469997 | 01/12/2014 | 18/06/2015 | Ceased |
| THOMPSON, ANDREW | 001254999 | 24/05/2017 | 28/02/2018 | Ceased |
| THOMPSON, MARK | 000421921 | 11/05/2012 | 29/06/2018 | Ceased |
| THYNE, NICHOLAS | 001299663 | 20/10/2022 | — | Current |
| TROJA, CHAD | 000469998 | 01/12/2014 | 21/06/2015 | Ceased |
| Tang, Brandon | 001300006 | 20/10/2022 | 21/02/2024 | Ceased |
| Thomas, Joseff | 001312132 | 28/10/2024 | — | Current |
| Thong, Weng Wah | 001236742 | 19/10/2015 | 29/06/2018 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 4 | 2.2% |
| 2024 | 6 | 3.4% |
| 2023 | 6 | 3.4% |
| 2022 | 12 | 6.7% |
| 2021 | 4 | 2.2% |
| 2020 | 12 | 6.7% |
| 2018 | 18 | 10.1% |
| 2017 | 4 | 2.2% |
| 2016 | 22 | 12.4% |
| 2015 | 3 | 1.7% |
| 2014 | 2 | 1.1% |
| 2012 | 1 | 0.6% |
Licensees of a similar size
- KPMG FINANCIAL ADVISORY SERVICES (AUSTRALIA) PTY LTD — 198
- HOLIDAY CONCEPTS MANAGEMENT LIMITED — 191
- AUSTRALIAN BROKER NETWORK PTY LTD — 190
- SIRA GROUP PTY LTD — 188
- PRIMARY SECURITIES LTD — 186
- R M CAPITAL PTY LTD — 184
- ALLIANZ AUSTRALIA LIFE INSURANCE LIMITED — 184
- APOLLO RISK SERVICES PTY LTD — 180
- PRIMESTOCK SECURITIES LIMITED — 176
- METRIX CONNECT PTY LTD — 175
- AIRWALLEX PTY LTD — 173
- SILC FIDUCIARY SOLUTIONS PTY LTD — 173
- NEXTPLAN FINANCIAL PTY LTD — 172
- PSK ADVISORY SERVICES PTY LTD — 171
- TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD. — 170
Money lost after advice you were given?
178 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.