Authorised representatives of SECURINVEST FINANCIAL PLANNERS PTY. LTD.
88 people and firms have been authorised to act for SECURINVEST FINANCIAL PLANNERS PTY. LTD. under AFS licence 223280 — the 245th largest of the 332 licensees with a page here. 16 of those authorisations are current; 72 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, SECURINVEST FINANCIAL PLANNERS PTY. LTD. is usually the name that goes on the complaint, not theirs.
41 of the 88 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 223280 · ABN/ACN 38005526992 · licensed since 03/12/2002 · Victoria
Representatives of SECURINVEST FINANCIAL PLANNERS PTY. LTD.
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ADVANTAGE FINANCIAL ADVISORS PTY LTD | 000312353 | 07/11/2014 | 31/10/2019 | Ceased |
| ALLAN, KENNETH ALEXANDER | 000244284 | 20/09/2010 | 14/04/2026 | Ceased |
| BANNAM, DOUGLAS JAMES | 000279189 | 20/09/2010 | 24/12/2021 | Ceased |
| BEAMISH, JUSTIN GEORGE | 000386338 | 07/11/2014 | 27/03/2015 | Ceased |
| BOLZONELLO, LUKE | 000472854 | 01/02/2015 | 28/06/2019 | Ceased |
| BOOTH, ALAN JOHN | 000276698 | 31/05/2004 | 27/09/2007 | Ceased |
| BRODTMANN, DAVID | 000225067 | 03/12/2002 | 30/04/2003 | Ceased |
| BUBNIW, VICTOR PAUL | 000269104 | 13/07/2004 | 01/07/2015 | Ceased |
| BURGESS, SIMON MICHAEL | 000291559 | 16/05/2014 | — | Current |
| Baker, Melita | 001267659 | 18/09/2018 | 31/10/2019 | Ceased |
| Beriman, Danny Stewart | 001271875 | 18/12/2018 | 28/06/2019 | Ceased |
| CHRISTIE, ROBERT | 000225083 | 03/12/2002 | 30/03/2020 | Ceased |
| COASTWISE WEALTH PTY LTD | 001315694 | 16/06/2025 | — | Current |
| COSTABILE, ROBERT | 000225080 | 03/12/2002 | 24/04/2008 | Ceased |
| COSTIGAN, MARK | 000225081 | 03/12/2002 | 24/06/2019 | Ceased |
| CRAWFORD, JENNIFER | 000340684 | 01/09/2009 | 03/10/2017 | Ceased |
| Castle, Stephen James | 001251463 | 25/01/2017 | 16/11/2018 | Ceased |
| Chipp, Patrick | 001287574 | 25/11/2021 | 31/08/2022 | Ceased |
| DAUBENY, SCOTT CLAYTON | 000327332 | 14/07/2008 | 31/12/2025 | Ceased |
| DAVIDSON, MALCOLM | 000225082 | 03/12/2002 | 23/06/2016 | Ceased |
| DAVIS, COLIN WILLIAM | 000314879 | 01/07/2007 | 08/11/2010 | Ceased |
| DAY, AARON JAMES | 000431928 | 01/12/2012 | 28/06/2019 | Ceased |
| DAY, COLIN BRYCE | 000225063 | 03/12/2002 | 13/02/2018 | Ceased |
| DUKESON, ANNA | 000326530 | 29/06/2018 | 30/06/2025 | Ceased |
| DUNSTONE, MATTHEW JOHN | 000226472 | 15/11/2024 | — | Current |
| Draffin, Amanda Michelle | 001237710 | 04/12/2015 | 30/11/2020 | Ceased |
| ESSENTIAL ADVICE PTY LTD | 000244272 | 20/09/2010 | 30/06/2025 | Ceased |
| Eefting, Michael | 001254059 | 08/04/2017 | 20/12/2019 | Ceased |
| FORREST, TREVOR JOHN | 000230740 | 01/08/2016 | — | Current |
| Gridley, Colin Sean | 001243607 | 29/06/2016 | 28/06/2019 | Ceased |
| HAINES, JAMES PETER | 000314634 | 22/06/2007 | 30/08/2017 | Ceased |
| HASZARD, BRUCE EWAN | 000376287 | 02/08/2010 | 31/10/2012 | Ceased |
| HOLT, GILLIAN | 000301906 | 06/06/2006 | 02/08/2010 | Ceased |
| HOWARD, NEIL | 000314637 | 22/06/2007 | 14/11/2012 | Ceased |
| Ho, Henry | 001305990 | 15/09/2023 | — | Current |
| Hopkins, Lucas | 001311370 | 06/09/2024 | — | Current |
| INSIGHT ADVISORS PTY LTD | 000416733 | 19/09/2014 | 31/10/2019 | Ceased |
| JOHNSTON, ROBERT JOHN | 000314635 | 22/06/2007 | 21/12/2020 | Ceased |
| KEENAN, LACHLAN | 001268735 | 29/10/2018 | — | Current |
| KERR, ROBERT | 000322304 | 20/09/2010 | 08/02/2011 | Ceased |
| Kelly, Laura Ann | 001267103 | 05/09/2022 | 22/08/2024 | Ceased |
| Khreish, Daniel | 001006061 | 24/01/2018 | — | Current |
| Kiosses, Bill | 001243610 | 29/06/2016 | 16/05/2019 | Ceased |
| LANGLEY, JOHN HARRY | 000294659 | 10/10/2005 | 20/12/2019 | Ceased |
| MARMELANG PTY LTD | 000393443 | 07/11/2014 | 31/10/2019 | Ceased |
| MCA FINANCIAL SERVICES (AUST) PTY LTD | 000366016 | 07/11/2014 | 31/10/2019 | Ceased |
| MERRETT, CRAIG BRAMWELL | 000232574 | 01/08/2003 | 29/06/2022 | Ceased |
| MILLER, MERVYN JOHN | 000225062 | 03/12/2002 | 28/06/2019 | Ceased |
| MITTON, SCOTT PAUL | 000333879 | 15/11/2024 | — | Current |
| MURPHY, FRANK | 000225065 | 03/12/2002 | 30/09/2012 | Ceased |
| Moon, Laura Kathleen | 001243608 | 27/06/2016 | 28/06/2019 | Ceased |
| NEWELL, RONALD GORDON | 000232623 | 16/05/2014 | 20/12/2019 | Ceased |
| NEWTON, GEOFFREY HOWARD | 000339759 | 06/08/2009 | 17/12/2010 | Ceased |
| Newman, Leah | 001268720 | 29/10/2018 | 07/11/2024 | Ceased |
| O'MEARA, MARTIN ALAN | 000245104 | 15/11/2010 | 13/06/2013 | Ceased |
| PARIKH, PAYALBEN | 000420857 | 23/04/2012 | 24/06/2014 | Ceased |
| PARKINSON, DAVID NOEL | 000253744 | 16/02/2013 | 24/12/2021 | Ceased |
| PHILLIPS, ADAM JUSTIN | 000260226 | 02/05/2013 | 17/07/2014 | Ceased |
| PHILLIPS, GEORGIE | 000314636 | 22/06/2007 | 30/06/2015 | Ceased |
| PROCTOR, BARNABY JAMES | 000420339 | 16/04/2012 | — | Current |
| Pobar, Kaitlyn | 001267112 | 28/08/2018 | 08/04/2022 | Ceased |
| Postma, Julie Ann | 001254062 | 08/04/2017 | 20/12/2019 | Ceased |
| RKBJ FINANCIAL PLANNING PTY LTD | 000287850 | 21/12/2005 | 30/06/2020 | Ceased |
| ROBERTS, JASON PAUL | 000242628 | 19/09/2014 | 31/10/2019 | Ceased |
| Radzikhovska, Iryna | 001243611 | 29/06/2016 | 16/05/2019 | Ceased |
| Rayzman, Anatoly | 001252814 | 14/03/2017 | 30/05/2019 | Ceased |
| Reiner, Stephan | 001270415 | 25/09/2019 | 16/12/2021 | Ceased |
| SHIELS, BERNADETTE | 000250807 | 29/10/2018 | 30/06/2020 | Ceased |
| SNOOKS, DARRYN WESLEY | 000242725 | 07/11/2014 | 31/10/2019 | Ceased |
| SVENT, DAVID | 000242767 | 10/01/2006 | 30/06/2020 | Ceased |
| Shorter, April | 001281777 | 20/05/2020 | — | Current |
| Smaluch, Justin | 001261429 | 23/01/2018 | 30/06/2026 | Ceased |
| Smith, Martin | 001264060 | 15/05/2018 | — | Current |
| Street, Lauren Jane | 001272066 | 15/11/2024 | — | Current |
| THWAITES, COLIN GEOFFREY | 000225084 | 03/12/2002 | 28/06/2019 | Ceased |
| THWAITES, CRAIG WILLIAM | 000227374 | 02/04/2003 | — | Current |
| TORNEY, ANDREW LINDSAY | 000286464 | 03/05/2010 | 24/12/2010 | Ceased |
| TRAJER, SIGRID | 000430556 | 16/05/2019 | 19/09/2022 | Ceased |
| TROWSDALE, GARY | 000314878 | 01/07/2007 | 28/06/2019 | Ceased |
| TSIROS, JOHN | 000314877 | 01/07/2007 | — | Current |
| VENTURA, MARC | 000253190 | 01/11/2012 | 15/07/2014 | Ceased |
| WALLACE, KENNETH FRANCIS | 000314515 | 19/06/2007 | 30/05/2019 | Ceased |
| WANSBROUGH, DEAN | 000472853 | 01/02/2015 | — | Current |
| WHITING, DEAN NIGEL | 000245343 | 02/03/2011 | 10/08/2026 | Ceased |
| WHITING, FAYE LORRAINE | 000245312 | 02/03/2011 | 28/09/2022 | Ceased |
| Wallace, Michael | 001267421 | 07/09/2018 | 30/06/2026 | Ceased |
| Watson, Daniel Andrew | 001246218 | 08/08/2016 | 16/05/2019 | Ceased |
| Xu, Caiwen | 001252816 | 14/03/2017 | 24/09/2018 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 4 | 4.5% |
| 2025 | 3 | 3.4% |
| 2024 | 2 | 2.3% |
| 2022 | 5 | 5.7% |
| 2021 | 3 | 3.4% |
| 2020 | 6 | 6.8% |
| 2019 | 25 | 28.4% |
| 2018 | 3 | 3.4% |
| 2017 | 2 | 2.3% |
| 2016 | 1 | 1.1% |
| 2015 | 3 | 3.4% |
| 2014 | 3 | 3.4% |
| 2013 | 1 | 1.1% |
| 2012 | 3 | 3.4% |
| 2011 | 1 | 1.1% |
| 2010 | 4 | 4.5% |
| 2008 | 1 | 1.1% |
| 2007 | 1 | 1.1% |
| 2003 | 1 | 1.1% |
Licensees of a similar size
- BAC INSURANCE BROKERS PTY LTD — 94
- AVENIR CAPITAL PTY LTD — 93
- QUADRANT FINANCIAL SERVICES PTY LIMITED — 93
- GMO AUSTRALIA LIMITED — 91
- LIFE PLAN FP AUSTRALIA PTY LTD — 91
- GLENEAGLE SECURITIES (AUST) PTY LIMITED — 91
- SMS INSURANCE PTY LTD — 91
- INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD — 89
- GLENEAGLE ASSET MANAGEMENT LIMITED — 88
- DEVERE AUSTRALIA GROUP PTY LTD — 88
- CENTURIA PROPERTY FUNDS NO. 3 LIMITED — 88
- BENWEST INVESTMENT SERVICES PTY. LIMITED — 88
- APSEC COMPLIANCE AND ADMINISTRATION PTY LTD — 88
- PENDRAGON CAPITAL LIMITED — 87
- FMGP TRADING GROUP PTY LTD — 87
Money lost after advice you were given?
88 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.