Authorised representatives of POLITIS INVESTMENT STRATEGIES PTY LTD
304 people and firms have been authorised to act for POLITIS INVESTMENT STRATEGIES PTY LTD under AFS licence 253125 — the 105th largest of the 332 licensees with a page here. 59 of those authorisations are current; 253 have ended.
312authorisations
59current
253ended
107also authorised elsewhere
2005first 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, POLITIS INVESTMENT STRATEGIES PTY LTD is usually the name that goes on the complaint, not theirs.
107 of the 304 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 253125 · ABN/ACN 71106823241 · licensed since 07/04/2004 · New South Wales
Representatives of POLITIS INVESTMENT STRATEGIES PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| A SQUARED WEALTH PTY LTD | 001242681 | 02/06/2016 | 15/01/2023 | Ceased |
| ACCUMUL8 WEALTH MANAGEMENT PTY LTD | 000428659 | 02/10/2012 | 21/08/2015 | Ceased |
| ACN 142 127 606 PTY LTD | 001241760 | 10/05/2016 | 06/07/2016 | Ceased |
| ALL CHOICE INSURANCE PTY LIMITED | 001007100 | 09/04/2015 | 30/11/2018 | Ceased |
| ALLMAN, DANIEL JOHN | 000308075 | 02/03/2021 | 19/11/2021 | Ceased |
| AMD WEALTH PTY LTD | 001245706 | 27/07/2016 | 08/03/2024 | Ceased |
| ANG, PENG HUI | 000450728 | 05/05/2016 | 20/12/2021 | Ceased |
| ANOVA PRIVATE WEALTH PTY LTD | 001272912 | 21/12/2018 | 07/03/2024 | Ceased |
| APEX WEALTH SOLUTIONS PTY LTD | 000440513 | 29/11/2017 | 05/03/2019 | Ceased |
| APL FINANCIAL CONSULTING PTY LTD | 000435016 | 01/03/2013 | 12/04/2019 | Ceased |
| AXONN FINANCIAL PLANNING PTY LTD | 000449355 | 26/11/2013 | 31/12/2025 | Ceased |
| Allen, Chloe Isobelle | 001271705 | 18/12/2018 | 30/04/2023 | Ceased |
| Allen, Juanita Joy | 001264595 | 01/06/2018 | 18/12/2020 | Ceased |
| Anderson, Euan Ogilvie | 001247062 | 29/08/2016 | 13/07/2022 | Ceased |
| Anthony, Marina Therese | 001233655 | 21/07/2015 | 03/01/2019 | Ceased |
| Assaf, Richard Henry | 001272590 | 20/12/2018 | 22/12/2021 | Ceased |
| Attia, Medhat Nabih Adib | 001238387 | 08/01/2016 | 01/08/2018 | Ceased |
| BAW ADVISORY PTY LTD | 001322049 | 01/07/2026 | — | Current |
| BCM FINANCIAL BUSINESS SERVICES PTY LTD | 001239849 | 03/03/2016 | 01/02/2019 | Ceased |
| BIELBY, TRICIA MARIA | 000456803 | 06/05/2014 | 25/06/2014 | Ceased |
| BILL SEXTON FINANCIAL SERVICES PTY LTD | 001000016 | 09/03/2015 | 11/04/2019 | Ceased |
| BJIA FINANCIAL PLANNING PTY LTD | 001270040 | 30/11/2018 | 28/02/2020 | Ceased |
| BLUE CHIP FINANCIAL SERVICES WA PTY LTD | 001000440 | 19/03/2015 | 11/07/2019 | Ceased |
| BMK SERVICES (TAS) (NO. 2) PTY LTD | 000467197 | 20/10/2014 | 19/03/2021 | Ceased |
| BMR INVESTMENT SOLUTIONS PTY LTD | 001243722 | 30/06/2016 | 25/10/2017 | Ceased |
| BOGIATTO, PAUL ENZO | 000299553 | 03/09/2014 | 28/08/2015 | Ceased |
| BRAD HUCKEL & CO PTY. LIMITED | 000237106 | 10/08/2011 | 30/06/2020 | Ceased |
| Bennett, Marissa Ann | 001253038 | 22/03/2017 | — | Current |
| Betlem, Magda Lucia Rocha | 001245707 | 27/07/2016 | 08/03/2024 | Ceased |
| Bhalla, Apurv | 001259545 | 03/11/2017 | 31/07/2018 | Ceased |
| Brady, Colin Paul | 001238395 | 11/01/2016 | 29/06/2017 | Ceased |
| C & A FINANCIAL PLANNING SERVICES PTY LTD | 001251048 | 10/01/2017 | 18/12/2020 | Ceased |
| CALLEN WEALTH CREATION SOLUTIONS PTY LTD | 001246768 | 22/08/2016 | — | Current |
| CALLEY WOOD FINANCIAL SERVICES PTY LTD | 001237824 | 09/12/2015 | 29/04/2021 | Ceased |
| CATALYST FINANCIAL ADVICE PTY LTD | 001245047 | 14/07/2016 | — | Current |
| CE SMITH WEALTH SOLUTIONS PTY LTD | 001245271 | 18/07/2016 | 23/12/2020 | Ceased |
| CGA ACCOUNTING SUNSHINE COAST PTY LTD | 001264594 | 01/06/2018 | 18/12/2020 | Ceased |
| CHANDRA, KAMLESH | 000332871 | 16/08/2017 | 27/03/2019 | Ceased |
| CMH INVESTMENT ADVISORS PTY. LTD. | 001240955 | 13/04/2016 | 28/03/2024 | Ceased |
| COALHAVEN PTY LTD | 001237602 | 01/12/2015 | 30/06/2021 | Ceased |
| COMMON SENSE FINANCIAL PLANNING PTY LTD | 001273199 | 24/12/2018 | — | Current |
| CONGERTON, ANDREW GUY | 000456293 | 28/04/2014 | 29/05/2020 | Ceased |
| COUNTAX FINANCIAL PLANNING PTY LTD | 001255146 | 01/06/2017 | 30/09/2022 | Ceased |
| COUNTAX FINANCIAL PLANNING PTY LTD | 001255146 | 19/01/2023 | — | Current |
| CQ FINANCE SERVICES PTY LTD | 001250442 | 08/12/2016 | 31/03/2026 | Ceased |
| CRIBB, ROBERT JOHN | 000409974 | 30/12/2013 | 01/04/2019 | Ceased |
| CTC FINANCIAL PLANNING SERVICES PTY LTD | 001247752 | 13/09/2016 | 31/05/2021 | Ceased |
| CUSTOMISED WEALTH PLANNERS PTY LTD | 001238394 | 11/01/2016 | 29/06/2017 | Ceased |
| CYL FINANCIAL & SMSF SERVICES PTY LTD | 001243708 | 30/06/2016 | 29/04/2021 | Ceased |
| Callen, Sally Elizabeth | 001246769 | 22/08/2016 | — | Current |
| Calley, liliana | 001237825 | 09/12/2015 | 29/04/2021 | Ceased |
| Carbone, Joseph Mario | 001251049 | 10/01/2017 | 18/12/2020 | Ceased |
| Cavallaro, Paul | 001265458 | 28/06/2018 | 14/02/2020 | Ceased |
| Chan, Kar Man | 001270041 | 30/11/2018 | 28/02/2020 | Ceased |
| Collins, Scott Philip | 001248863 | 18/10/2016 | 27/06/2019 | Ceased |
| Cremona, Joshua Anthony | 001272541 | 20/12/2018 | — | Current |
| DARE 2 COMPARE FINANCIAL PLANNING PTY LTD | 000450426 | 30/12/2013 | 01/04/2019 | Ceased |
| DAVIDSON, STEPHEN WILLIAM | 000293158 | 11/07/2005 | 23/06/2009 | Ceased |
| DAVIES, ANTONY COLIN | 000408852 | 01/08/2011 | 20/12/2021 | Ceased |
| DILLON & ELBOURN FINANCIAL PLANNING PTY LTD | 000408851 | 01/08/2011 | 20/12/2021 | Ceased |
| DILLON, MICHAEL CLIFFORD | 000408853 | 01/08/2011 | 30/06/2020 | Ceased |
| DONOVAN, NOEL ALEXANDER | 000250530 | 04/03/2025 | 31/12/2025 | Ceased |
| DTW FINANCIAL SERVICES PTY LTD | 001248862 | 18/10/2016 | 27/06/2019 | Ceased |
| Davey, Jacqueline Elizabeth | 001273246 | 24/12/2018 | 01/03/2019 | Ceased |
| Davidson, Karly Ann | 001272936 | 21/12/2018 | 30/06/2020 | Ceased |
| Di Noto, Amanda Rose | 001249497 | 08/11/2016 | 23/09/2022 | Ceased |
| Dodd, Breton Robert | 001244744 | 07/07/2016 | 11/11/2021 | Ceased |
| Doidge, Melinda Jane | 001253188 | 27/03/2017 | 04/08/2024 | Ceased |
| EASTERN FINANCIAL STRATEGIES PTY LTD | 000413538 | 11/11/2011 | 20/10/2017 | Ceased |
| EDWARDS, MEGAN ANN | 000244815 | 05/08/2011 | 30/06/2020 | Ceased |
| ENDEAVOUR ADVICE PTY LTD | 001262520 | 09/03/2018 | 29/04/2021 | Ceased |
| EOA GROUP FINANCIAL PLANNING SERVICES PTY LTD | 001247061 | 29/08/2016 | 13/07/2022 | Ceased |
| EPA WEALTH SOLUTIONS PTY LTD | 000441312 | 05/05/2016 | 20/12/2021 | Ceased |
| ESSENTIAL FINANCIAL ADVICE SERVICES PTY LTD | 001252691 | 10/03/2017 | — | Current |
| EVETTS FINANCIAL PLANNING PTY LTD | 001294052 | 20/11/2021 | 09/02/2024 | Ceased |
| EVETTS, KIM GERARD | 000440877 | 02/03/2021 | 19/11/2021 | Ceased |
| EVETTS, KIM GERARD | 000440877 | 20/11/2021 | 09/02/2024 | Ceased |
| EVEVAL PTY LTD | 000437576 | 17/04/2013 | 12/08/2019 | Ceased |
| EXCEL F. A. PTY LTD | 001321988 | 30/06/2026 | — | Current |
| Ellis, Jason Michael | 001240433 | 24/03/2016 | 30/06/2023 | Ceased |
| FIDUCIA WEALTH (PLANNING) PTY LTD | 001307258 | 18/12/2023 | — | Current |
| FINANCE FREEDOM PTY LTD | 001265457 | 28/06/2018 | 14/02/2020 | Ceased |
| FITZPATRICK, STUART JAMES | 000288994 | 30/06/2026 | — | Current |
| Fletcher, Jon Stuart | 001241063 | 15/04/2016 | — | Current |
| Fogarty, Aaron Patrick | 001252650 | 09/03/2017 | — | Current |
| Futterleib, Rhonda Annette | 001252692 | 10/03/2017 | — | Current |
| G & P WEALTH PTY LTD | 001007879 | 01/05/2015 | 30/06/2025 | Ceased |
| G. JOHNSON & ASSOCIATES FINANCIAL PTY LTD | 001270471 | 06/12/2018 | 30/06/2021 | Ceased |
| GAZZOLA, FRANK | 000402695 | 21/05/2019 | 23/09/2022 | Ceased |
| GBH ADVICE PTY LTD | 001254259 | 11/08/2017 | 31/07/2025 | Ceased |
| GILLETT, ADAM | 000472378 | 16/02/2015 | 31/08/2018 | Ceased |
| GILLS FINANCIAL SERVICES PTY LTD | 001271273 | 14/12/2018 | 09/04/2020 | Ceased |
| GOODWIN, SHARON LEE | 000455141 | 19/07/2022 | 15/01/2023 | Ceased |
| GOSSCO PTY LTD | 001267439 | 10/09/2018 | 30/04/2023 | Ceased |
| GRAY FINANCIAL SERVICES PTY LIMITED | 001250485 | 09/12/2016 | 08/05/2019 | Ceased |
| GREEN, ROBERT JEFFREY | 000471910 | 02/02/2015 | 30/06/2020 | Ceased |
| GUNN FINANCIAL PTY LIMITED | 000416526 | 20/01/2012 | 20/12/2021 | Ceased |
| GUNN, ASHLEY DAVID | 000416527 | 20/01/2012 | 20/12/2021 | Ceased |
| GW8 CONSULTING PTY LTD | 001269116 | 09/11/2018 | 31/10/2019 | Ceased |
| Gariban, Nader | 001255147 | 01/06/2017 | 30/09/2022 | Ceased |
| Gariban, Nader | 001255147 | 19/01/2023 | — | Current |
| Gills, Mark Brian | 001271274 | 14/12/2018 | 09/04/2020 | Ceased |
| Goss, David John | 001267440 | 10/09/2018 | 30/04/2023 | Ceased |
| Gray, Robert Charles | 001250486 | 09/12/2016 | 08/05/2019 | Ceased |
| Grima, Suzanne Justine | 001245272 | 18/07/2016 | 23/12/2020 | Ceased |
| Gungor, Turgay | 001007880 | 01/05/2015 | 30/06/2025 | Ceased |
| HA PRIVATE WEALTH PTY LTD | 001269718 | 26/11/2018 | 05/04/2019 | Ceased |
| HAINS, RANDALL | 000291480 | 30/06/2016 | 31/07/2018 | Ceased |
| HAMBROS PLANNING PTY LTD | 000442661 | 22/07/2013 | 25/06/2014 | Ceased |
| HARBOUR, PAUL | 000405565 | 26/11/2018 | 05/04/2019 | Ceased |
| HAYES, DAVID | 000306540 | 22/05/2025 | — | Current |
| HBAE FINANCIAL SOLUTIONS PTY LTD | 000456802 | 06/05/2014 | 25/06/2014 | Ceased |
| HELM FINANCIAL PLANNING PTY LTD | 001273245 | 24/12/2018 | 01/03/2019 | Ceased |
| HILLIER'S ADVISORS FINANCIAL SERVICES PTY LTD | 000473011 | 23/02/2015 | 30/06/2023 | Ceased |
| HOGOZ PTY LTD | 000440697 | 18/06/2013 | 29/12/2021 | Ceased |
| HOWELLS FINANCIAL SERVICES PTY LIMITED | 001253684 | 10/04/2017 | 24/09/2021 | Ceased |
| HUCKEL, BRADLEY | 000231634 | 10/08/2011 | 30/06/2020 | Ceased |
| Hart, Paula Maree | 001236716 | 28/10/2015 | 29/11/2019 | Ceased |
| Hayles, Michael Douglas | 001245273 | 18/07/2016 | 09/11/2018 | Ceased |
| Hewitt, Christopher Michael | 001257988 | 05/09/2017 | 19/11/2019 | Ceased |
| Hewitt, Emily | 001240956 | 13/04/2016 | 28/03/2024 | Ceased |
| Higgs, Robert Bruce | 001243723 | 30/06/2016 | 25/10/2017 | Ceased |
| Hill, Kathleen Ann | 001251137 | 12/01/2017 | 24/09/2021 | Ceased |
| Hillier, Lauren Bree | 001272477 | 20/12/2018 | 10/12/2021 | Ceased |
| Hodgson, Andrew Charles | 001271125 | 13/12/2018 | 12/02/2021 | Ceased |
| Howells, Sean Robert | 001253685 | 10/04/2017 | 24/09/2021 | Ceased |
| INSPIRE WEALTH SERVICES PTY LTD | 001253187 | 27/03/2017 | 04/08/2024 | Ceased |
| INSUPER CONSULTING PTY LTD | 001251136 | 12/01/2017 | 24/09/2021 | Ceased |
| INTEGRAL STRATEGY PTY LTD | 000430177 | 01/11/2012 | 30/09/2016 | Ceased |
| Ibanez, Reynaldo Santiago | 001237195 | 16/11/2015 | 01/08/2018 | Ceased |
| Inglis, Mary-Anne Leonie | 001249091 | 31/12/2018 | — | Current |
| JBB FINANCIAL SERVICES PTY LIMITED | 001245774 | 28/07/2016 | 31/12/2025 | Ceased |
| JBM FINANCIAL PLANNING SERVICES PTY LTD | 001252649 | 09/03/2017 | — | Current |
| JENNINGS, TIMOTHY MICHAEL | 000286101 | 01/12/2020 | 04/08/2025 | Ceased |
| JOHNSON, ALLAN CHARLES | 000428660 | 02/10/2012 | 21/08/2015 | Ceased |
| JONAS FINANCIAL PLANNING PTY LTD | 000360025 | 19/12/2018 | 30/04/2023 | Ceased |
| JONES, Tracey | 001247753 | 13/09/2016 | 31/05/2021 | Ceased |
| Johnson, Brendan Gregory | 001255366 | 06/12/2018 | 30/06/2021 | Ceased |
| KARATHANASSIS, LINDSAY GORDON | 000230898 | 12/07/2010 | 24/07/2015 | Ceased |
| KCFP PTY LTD | 001257450 | 16/08/2017 | 27/03/2019 | Ceased |
| KELLY & ASSOCIATES FINANCIAL SERVICES PTY LTD | 001254946 | 25/05/2017 | — | Current |
| KELLY, CRAIG | 000332595 | 07/06/2010 | 15/02/2011 | Ceased |
| KELLY, CRAIG | 000332595 | 22/07/2013 | 25/06/2014 | Ceased |
| KEMP, MARIAN CAROL | 000467198 | 20/10/2014 | 19/03/2021 | Ceased |
| KGE FINANCIAL ADVISORS PTY LTD | 000440818 | 02/03/2021 | 19/11/2021 | Ceased |
| KLEIN, ALAN HAROLD | 000249778 | 10/10/2022 | — | Current |
| KORFAGE ADVISORY PTY LTD | 001243105 | 17/06/2016 | 26/04/2018 | Ceased |
| KTAG PTY LTD | 001271919 | 18/12/2018 | 12/02/2019 | Ceased |
| Kelly, William Ambrose | 001254947 | 25/05/2017 | — | Current |
| Kelly, William Edward | 001271920 | 18/12/2018 | 12/02/2019 | Ceased |
| Koch, Robert William | 001243387 | 24/06/2016 | 30/06/2017 | Ceased |
| Korfage, Gary John | 001243106 | 17/06/2016 | 26/04/2018 | Ceased |
| Kowalke, Linda Joy | 001251161 | 13/01/2017 | 30/04/2026 | Ceased |
| LA VARA PTY LTD | 001239299 | 15/02/2016 | 03/09/2021 | Ceased |
| LAMBDACHASE ASSOCIATES PTY LTD | 000464549 | 03/09/2014 | 28/08/2015 | Ceased |
| LANE, ANDREW DAVID | 001004180 | 19/12/2025 | — | Current |
| LARCKER PTY LTD | 001271829 | 18/12/2018 | 24/03/2021 | Ceased |
| LENCIONI, ANNE ELIZABETH | 000435017 | 01/03/2013 | 12/04/2019 | Ceased |
| LENNON, DAVID | 000231625 | 22/03/2017 | — | Current |
| LETHBRIDGE, CATHERINE GAYE | 000437577 | 17/04/2013 | 12/08/2019 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 5 | 1.6% |
| 2025 | 14 | 4.5% |
| 2024 | 10 | 3.2% |
| 2023 | 19 | 6.1% |
| 2022 | 16 | 5.1% |
| 2021 | 51 | 16.3% |
| 2020 | 30 | 9.6% |
| 2019 | 49 | 15.7% |
| 2018 | 17 | 5.4% |
| 2017 | 10 | 3.2% |
| 2016 | 9 | 2.9% |
| 2015 | 9 | 2.9% |
| 2014 | 4 | 1.3% |
| 2013 | 1 | 0.3% |
| 2012 | 3 | 1.0% |
| 2011 | 2 | 0.6% |
| 2010 | 3 | 1.0% |
| 2009 | 1 | 0.3% |
Licensees of a similar size
- GLOBAL TRANSPORT & AUTOMOTIVE INSURANCE SOLUTIONS PTY LTD — 365
- COMMONWEALTH BANK OF AUSTRALIA — 363
- ORACLE GROUP (AUSTRALIA) PTY LTD — 350
- HNW PLANNING PTY LTD — 343
- BKS MARKETS PTY LTD — 337
- SHARTRU WEALTH MANAGEMENT PTY LTD — 323
- FYG PLANNERS PTY LTD — 314
- BR SECURITIES AUSTRALIA PTY LTD — 314
- SANLAM PRIVATE WEALTH PTY LTD — 309
- SPHERE INSURANCE GROUP PTY LTD — 305
- INSIGHT INVESTMENT SERVICES PTY LTD — 294
- MSC ADVISORY PTY LTD — 291
- LIONSGATE FINANCIAL GROUP PTY. LTD. — 282
- THE HOLLARD INSURANCE COMPANY PTY LTD — 280
- COWDEN (VIC) PTY LTD — 278
Money lost after advice you were given?
312 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.