Authorisations by PROFESSIONAL INVESTMENT SERVICES PTY LTD that ended in 2017
98 of the 3,213 authorisations granted by PROFESSIONAL INVESTMENT SERVICES PTY LTD ended during 2017 — 3.1% of its record, and 0.7% of everything that ended in Australia that year.
98ended in 2017
3.1%share of PROFESSIONAL INV
0.7%share of 2017
75also authorised elsewhere
If you were advised by one of these people on or before their end date, PROFESSIONAL INVESTMENT 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 3,213 authorisations by PROFESSIONAL INVESTMENT SERVICES PTY LTD · Everything that ended in 2017
The 98 that ended in 2017
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ADVANTAGE WEALTH SERVICES PTY LTD | 000344771 | 15/02/2010 | 23/10/2017 | Ceased |
| AKELE, JOHN FRANCIS | 000244628 | 08/12/2003 | 14/07/2017 | Ceased |
| AUSTRALIAN NATIONAL CONSULTING PTY. LTD. | 000252582 | 11/09/2007 | 08/09/2017 | Ceased |
| BAMFORD, NOEL HENRY | 000244649 | 08/12/2003 | 15/03/2017 | Ceased |
| BLASI, MARCELLO JOHN | 000260408 | 16/03/2004 | 30/06/2017 | Ceased |
| BOON, AARON | 000296942 | 21/06/2007 | 22/11/2017 | Ceased |
| BRENNAN, JAY RODNEY | 000328851 | 15/05/2017 | 16/08/2017 | Ceased |
| BRENTNALL, MARSHALL | 000250831 | 15/05/2008 | 01/08/2017 | Ceased |
| BROADBENT, BRUCE ALEXANDER | 000283977 | 17/05/2006 | 26/07/2017 | Ceased |
| BURKE, JOHN JERARD | 000244693 | 08/12/2003 | 26/04/2017 | Ceased |
| CALKHOVEN, EGBERT ALBERTUS ALEXANDER JACOB | 000244700 | 08/12/2003 | 30/06/2017 | Ceased |
| CALKHOVEN, EGBERT ALBERTUS ALEXANDER JACOB | 000244700 | 01/07/2017 | 01/08/2017 | Ceased |
| CANANZI, MARIO | 000244704 | 08/12/2003 | 25/09/2017 | Ceased |
| CARPENTER, KENNETH EDWARD | 000244712 | 08/12/2003 | 22/02/2017 | Ceased |
| CHAN, JOHN | 000285014 | 03/04/2007 | 29/09/2017 | Ceased |
| CHEN, ANDREW JINFA | 000307596 | 24/06/2009 | 14/09/2017 | Ceased |
| CHUDLEIGH, TERRENCE JOHN | 000244734 | 20/12/2013 | 08/06/2017 | Ceased |
| CLELLAND, LEWIS WILLIAM | 000426392 | 15/08/2012 | 03/07/2017 | Ceased |
| CLELLAND, ROBYN ELIZABETH | 000244740 | 01/07/2013 | 03/07/2017 | Ceased |
| COLLIE, TIMOTHY JAMES | 000267228 | 23/06/2005 | 23/10/2017 | Ceased |
| CORSO PRIVATE WEALTH PTY LTD | 000425838 | 07/08/2012 | 03/07/2017 | Ceased |
| CROFTS, GRAEME RONALD | 000244762 | 30/11/2016 | 31/07/2017 | Ceased |
| DE RUN SECURITIES PTY. LTD. | 000302592 | 08/08/2011 | 12/07/2017 | Ceased |
| Das, Rhett Nicholas | 001238708 | 13/07/2016 | 26/04/2017 | Ceased |
| EDWARDS, MELODY | 000333079 | 19/08/2013 | 01/08/2017 | Ceased |
| EVALESCO FINANCIAL SERVICES PTY LTD | 000325313 | 07/05/2008 | 01/08/2017 | Ceased |
| FALCONER, JOAN FRANCES | 000239395 | 09/11/2005 | 18/08/2017 | Ceased |
| FILER, REBECCA | 001233241 | 27/06/2016 | 07/09/2017 | Ceased |
| FITCH-DANIELS, KATHRYN | 000333261 | 27/07/2015 | 01/08/2017 | Ceased |
| Fleming, Joshua David | 001255127 | 01/06/2017 | 16/08/2017 | Ceased |
| GANNON, HAYDN WILLIAM | 000429973 | 25/10/2012 | 28/04/2017 | Ceased |
| GARRONE, ADRIAN JOHN | 000244848 | 16/02/2010 | 23/10/2017 | Ceased |
| GEORGE, ANASTASIOS | 000341912 | 10/08/2016 | 10/11/2017 | Ceased |
| HALLAM, STEVEN BRIAN | 000287522 | 21/04/2005 | 09/02/2017 | Ceased |
| HAZZARD, ALEXANDER BROWN | 000244898 | 09/03/2011 | 30/06/2017 | Ceased |
| HUGHES, DAVID MCCALLUM | 000244929 | 08/12/2003 | 01/05/2017 | Ceased |
| Jones, Aaron Kenneth | 001246800 | 22/08/2016 | 07/03/2017 | Ceased |
| KAKARAS, MICHAEL | 000250846 | 14/09/2007 | 08/09/2017 | Ceased |
| KAZZI, PATRICK | 000244954 | 08/12/2003 | 12/10/2017 | Ceased |
| KEAL, STEPHEN JOHN | 000244955 | 08/12/2003 | 03/02/2017 | Ceased |
| KEAY, STUART JOHN | 000244956 | 07/06/2013 | 18/04/2017 | Ceased |
| KHOO, STANLEY | 000285796 | 14/12/2011 | 15/11/2017 | Ceased |
| KINNAS, ELIAS | 000244968 | 08/12/2003 | 22/08/2017 | Ceased |
| KNOX, JULIE ANNE | 000409506 | 18/10/2011 | 01/08/2017 | Ceased |
| KORDOS, GEORGE | 000250856 | 14/09/2007 | 08/09/2017 | Ceased |
| KOSCHEL, SANDRA LEE | 000311099 | 01/07/2008 | 26/05/2017 | Ceased |
| Kalla, John | 001003338 | 23/05/2017 | 08/08/2017 | Ceased |
| Khalid, Hammad | 001254042 | 21/04/2017 | 21/11/2017 | Ceased |
| MARLEY-WALLACE, BELINDA JANE | 000335164 | 05/03/2009 | 01/08/2017 | Ceased |
| METAPLANNERS GROUP PTY LTD | 000353215 | 04/05/2010 | 23/01/2017 | Ceased |
| MURPHY, BRANDI KIM | 000416855 | 27/07/2015 | 01/08/2017 | Ceased |
| McLeod, Janet Louise | 001245468 | 21/07/2016 | 31/08/2017 | Ceased |
| NGUYEN, AIQUOC | 000318821 | 14/09/2011 | 16/10/2017 | Ceased |
| O'CONNOR, ELISE MARITA | 000339790 | 06/08/2009 | 28/04/2017 | Ceased |
| O'SHANESY, GEMMA | 000304440 | 15/08/2006 | 03/10/2017 | Ceased |
| OGLESBY, KENNETH JOHN | 000280419 | 30/05/2006 | 31/08/2017 | Ceased |
| OR, BENEDICT | 000242624 | 28/05/2013 | 04/12/2017 | Ceased |
| PAGE, CHARLES RICHARD | 000224603 | 27/10/2009 | 14/02/2017 | Ceased |
| PAYNE, DEIRDRE JENNIFER WHARTON | 000314705 | 27/08/2009 | 03/07/2017 | Ceased |
| PRIMARY INVESTMENT SOLUTIONS PTY LTD | 000461316 | 07/07/2014 | 26/04/2017 | Ceased |
| PROCTOR, MALCOLM MACARTHUR | 000245153 | 08/12/2003 | 06/09/2017 | Ceased |
| PURSEHOUSE, AMY | 000409224 | 17/10/2016 | 08/08/2017 | Ceased |
| Pestonji, Shane | 001253420 | 03/04/2017 | 30/06/2017 | Ceased |
| RAO, RAMANA | 000245158 | 06/05/2010 | 23/01/2017 | Ceased |
| RICHARDSON, DION | 000341018 | 06/04/2016 | 03/07/2017 | Ceased |
| RIDERS LIFE PTY LTD | 000471733 | 27/01/2015 | 09/02/2017 | Ceased |
| RISK KEY BUSINESS INSURANCE (AUST) PTY LTD | 000448623 | 12/11/2013 | 07/09/2017 | Ceased |
| Reddy, Govinda Chandra Shekara Divya | 001252304 | 27/02/2017 | 20/07/2017 | Ceased |
| Richards, Tara Amy | 001236604 | 23/10/2015 | 24/08/2017 | Ceased |
| SEDLEY KOSCHEL INSURANCE PTY LTD | 000326980 | 24/06/2008 | 22/08/2017 | Ceased |
| SMI FINANCIAL SOLUTIONS PTY LTD | 000418720 | 12/03/2012 | 27/06/2017 | Ceased |
| SMITH, CHRISTOPHER PAUL | 000310280 | 24/11/2011 | 27/06/2017 | Ceased |
| STEWART, NOEL ROYSTON | 000245233 | 12/01/2012 | 18/04/2017 | Ceased |
| Stoodley, Andrew Craig | 001254150 | 28/04/2017 | 20/10/2017 | Ceased |
| TAYLOR, FRANK JAMES | 000245250 | 08/12/2003 | 20/07/2017 | Ceased |
| THOMSON, GREGOR JAMES | 000266821 | 18/07/2008 | 20/11/2017 | Ceased |
| THURECHT, JEFFREY MARK | 000250830 | 15/05/2008 | 01/08/2017 | Ceased |
| TROTT, MIA CHERIE | 000314482 | 12/02/2014 | 01/08/2017 | Ceased |
| TROY, CASSANDRA | 000303873 | 30/05/2008 | 08/02/2017 | Ceased |
| TSIMOPOULOS, YIANNI IOANIS | 000298278 | 26/07/2007 | 12/02/2017 | Ceased |
| ULTON WEALTH MANAGEMENT PTY LTD | 000460875 | 30/06/2014 | 03/10/2017 | Ceased |
| VAN OMME, JONATHAN ANTONY | 000310742 | 24/11/2010 | 30/06/2017 | Ceased |
| VIDEON, MARK HEDLEY | 000260434 | 08/02/2013 | 12/02/2017 | Ceased |
| VOGEL, JOHN GREGORY | 000403234 | 13/04/2011 | 26/06/2017 | Ceased |
| WALKER, WILLIAM JAMES | 000324143 | 08/04/2008 | 16/08/2017 | Ceased |
| WALSH & WALSH FINANCIAL PLANNING PTY. LTD. | 000430421 | 05/11/2012 | 17/10/2017 | Ceased |
| WALSH, MARCIA LORRAINE | 000291696 | 29/09/2009 | 15/09/2017 | Ceased |
| WALSH, MARCIA LORRAINE | 000291696 | 16/09/2017 | 20/10/2017 | Ceased |
| WALSH, THOMAS GRAHAM | 000245296 | 08/12/2003 | 17/10/2017 | Ceased |
| WAUCHOPE, BEN CHARLES TAYLOR | 000467194 | 17/10/2014 | 07/08/2017 | Ceased |
| WHITELEY, LUKE MICHAEL | 000324754 | 22/04/2008 | 26/04/2017 | Ceased |
| WILLIAMS, WESTON HENRY | 000245325 | 08/12/2003 | 10/07/2017 | Ceased |
| WILTSHIRE, KATRINA MARY | 000335710 | 13/11/2013 | 07/09/2017 | Ceased |
| WILTSHIRE, MARTIN SIMON PAUL | 000316713 | 13/11/2013 | 07/09/2017 | Ceased |
| WILTSHIRE, PAUL ARTHUR SIMON | 000344638 | 13/11/2013 | 07/09/2017 | Ceased |
| WRIGHT, KYLIE TIEN | 000245052 | 08/12/2003 | 03/10/2017 | Ceased |
| Wilkinson, Jessica Lee | 000378670 | 19/08/2010 | 03/10/2017 | Ceased |
| ZHANG, OLIVER | 000287646 | 13/04/2007 | 16/08/2017 | Ceased |
Where they were authorised next
69 of these 98 were followed by another authorisation elsewhere; 29 were the last on that record.
| Authorised next by | Authorisations | Share |
|---|---|---|
| PROFESSIONAL INVESTMENT SERVICES PTY LTD | 14 | 20.3% |
| AUSTRALIAN ADVICE NETWORK PTY LTD | 9 | 13.0% |
| ALLIANCE WEALTH PTY LTD | 6 | 8.7% |
| ULTON WEALTH SERVICES PTY LTD | 4 | 5.8% |
| SHARPKEY PTY LTD | 4 | 5.8% |
| ANC WEALTH PTY LTD | 3 | 4.3% |
| A.C.N. 155 907 681 PTY LTD | 3 | 4.3% |
| STRATEGIC ASSET ADVISORY PTY LTD | 3 | 4.3% |
| licence 245569 | 2 | 2.9% |
| HNW PLANNING PTY LTD | 2 | 2.9% |
| PLAN 2 PTY LTD | 1 | 1.4% |
| SPARK ADVISORS AUSTRALIA PTY LTD | 1 | 1.4% |
| GODFREY PEMBROKE GROUP PTY LTD | 1 | 1.4% |
| AKUMIN FINANCIAL PLANNING PTY LIMITED | 1 | 1.4% |
| MORGANS FINANCIAL LIMITED | 1 | 1.4% |
| licence 237846 | 1 | 1.4% |
| MILLENNIUM 3 FINANCIAL SERVICES PTY LTD | 1 | 1.4% |
| licence 237857 | 1 | 1.4% |
Other licensees that lost representatives in 2017
- COMMUNITY BROKER NETWORK PTY LTD — 187
- AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 163
- QBE INSURANCE (AUSTRALIA) LIMITED — 473
- MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 120
- A.C.N. 155 907 681 PTY LTD — 163
- INSURANCE AUSTRALIA LIMITED — 428
- LFI GROUP PTY LTD — 141
- SYNCHRON ADVICE PTY LTD — 108
- MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD — 131
- AUSURE PTY LTD — 130
- A.P.V.C. LTD. — 94
- CLASSIC CLUBS LIMITED — 97
- GPS WEALTH LTD — 121
- NTI LIMITED — 177
PROFESSIONAL INVESTMENT SERVICES PTY LTD in other years
- 2019 — 93
- 2015 — 179
- 2013 — 189
- 2012 — 331
- 2011 — 324
- 2010 — 374
- 2009 — 374
- 2008 — 219
- 2007 — 164
- 2006 — 131
- 2005 — 105
- 2004 — 100
Money lost after advice you were given?
98 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.