Authorised representatives of SHARTRU WEALTH MANAGEMENT PTY LTD
315 people and firms have been authorised to act for SHARTRU WEALTH MANAGEMENT PTY LTD under AFS licence 422409 — the 102nd largest of the 332 licensees with a page here. 99 of those authorisations are current; 224 have ended.
323authorisations
99current
224ended
207also authorised elsewhere
2012first 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, SHARTRU WEALTH MANAGEMENT PTY LTD is usually the name that goes on the complaint, not theirs.
207 of the 315 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 422409 · ABN/ACN 46158536871 · licensed since 30/07/2012 · New South Wales
Representatives of SHARTRU WEALTH MANAGEMENT PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| A.C.N. 106 772 641 PTY LTD | 000434614 | 18/02/2013 | 04/05/2015 | Ceased |
| A.C.N. 670 263 064 PTY LTD | 001305484 | 30/08/2023 | 28/07/2026 | Ceased |
| A.S. PRIVATE WEALTH PTY LTD | 001007763 | 04/02/2019 | — | Current |
| AAPEX WEALTH AUSTRALIA PTY LTD | 001306809 | 16/11/2023 | 07/12/2023 | Ceased |
| ACN 611 676 085 PTY LTD | 001243543 | 28/06/2016 | 30/03/2022 | Ceased |
| ACUMEN GAMMA PTY LTD | 000423092 | 31/07/2014 | 23/01/2026 | Ceased |
| ADANSONIA GROUP PTY LTD | 001271113 | 13/12/2018 | — | Current |
| ADS CAPITAL PTY LTD | 001258592 | 09/07/2020 | 30/03/2022 | Ceased |
| ADVANCE FINANCIAL ADVISORY PTY LTD | 000276332 | 02/07/2018 | 30/09/2021 | Ceased |
| ADVICE WITH CENTS PTY LTD | 001284452 | 13/11/2020 | 28/06/2021 | Ceased |
| ALEXANDER PETER WEALTH (AUSTRALIA) PTY LTD | 001293564 | 18/10/2021 | 13/01/2023 | Ceased |
| ALIGRA ENTERPRISES PTY. LTD. | 000296148 | 16/02/2023 | 17/02/2023 | Ceased |
| ANCHOR FINANCIAL PARTNERS PTY LTD | 001282057 | 16/06/2020 | 15/09/2020 | Ceased |
| ANCHOR WEALTH PTY LTD | 001254775 | 28/04/2020 | 15/09/2020 | Ceased |
| ARNOLD-LEVY, STUART | 000432152 | 04/08/2014 | 30/09/2014 | Ceased |
| ASPECT ONE WEALTH ADVISORS PTY LTD | 001282530 | 07/07/2020 | — | Current |
| ASPEN WEALTH PTY. LTD. | 001265405 | 26/06/2018 | 11/09/2023 | Ceased |
| AUSTRALIAN SUPERANNUATION PTY LTD | 000458191 | 04/08/2014 | 30/09/2014 | Ceased |
| AWM ADVISERS AUSTRALIA PTY LTD | 001300027 | 15/11/2022 | — | Current |
| Adam, Mitchell | 001307531 | 16/01/2024 | 20/02/2024 | Ceased |
| Ahmed, Rehan | 001315521 | 04/06/2025 | — | Current |
| Allen, Craig | 001271210 | 14/12/2018 | 15/03/2021 | Ceased |
| Allen, Craig | 001271210 | 25/03/2021 | 26/03/2021 | Ceased |
| Aujla, Ruby Ranvir Singh | 001254899 | 27/01/2022 | — | Current |
| BALDWIN FINANCIAL SERVICES PTY. LTD | 001286797 | 08/10/2022 | — | Current |
| BANVILL, MARC DOUGLASS | 000270385 | 11/12/2018 | — | Current |
| BAYSIDE FINANCIAL PLANNING & INSURANCE PTY LTD | 001248293 | 20/04/2020 | 07/08/2023 | Ceased |
| BECIREVIC, ADEM | 000244661 | 16/12/2019 | — | Current |
| BENSON, JOHN DAVID | 000244666 | 26/04/2019 | 28/06/2019 | Ceased |
| BESTFIELD HOLDINGS PTY LTD | 000235493 | 10/03/2020 | 22/12/2021 | Ceased |
| BIRD INVESTMENT GROUP PTY LTD | 001250987 | 06/01/2017 | 14/06/2022 | Ceased |
| BIVOLTSIS, DEMETRE | 000258329 | 18/11/2019 | — | Current |
| BLACKTOWER FM (AUSTRALIA) PTY LTD | 001294556 | 16/12/2021 | — | Current |
| BONNICI, LAURENCE | 000427583 | 01/12/2019 | — | Current |
| BRIGHTER PATH FINANCIAL SERVICES PTY LTD | 001319237 | 13/01/2026 | — | Current |
| BROWNE, DREW CLAUDE | 000275198 | 06/11/2019 | 30/08/2024 | Ceased |
| Baker, Michael James | 001294664 | 20/12/2021 | — | Current |
| Baker, Steven | 001262540 | 10/06/2025 | — | Current |
| Baldwin, Mark Jeremy | 001242066 | 08/10/2022 | — | Current |
| Banks, Courtney Ardley | 001257501 | 30/04/2021 | 30/03/2022 | Ceased |
| Bastian, Laura Ellen | 001261497 | 29/01/2018 | 31/05/2019 | Ceased |
| Bemet, Wayne | 001272689 | 02/04/2020 | 31/12/2025 | Ceased |
| Bird, Lisa | 001246112 | 04/08/2016 | 14/06/2022 | Ceased |
| Brown, Leslie John | 001297615 | 01/07/2022 | 08/12/2025 | Ceased |
| Burns, Steven John | 001307359 | 21/10/2024 | 24/02/2025 | Ceased |
| Burns, Steven John | 001307359 | 22/10/2024 | 24/02/2025 | Ceased |
| CANBERRA STRATEGIC FINANCIAL PTY LTD | 000462786 | 04/08/2014 | 27/09/2018 | Ceased |
| CASTLECOIN FOUNDATION PTY LTD | 001270836 | 11/12/2018 | 29/05/2020 | Ceased |
| CAVILL, SUSAN CHARLOTTE | 000450160 | 25/06/2021 | 30/11/2021 | Ceased |
| CHRIAH PTY LTD | 001282628 | 14/07/2020 | 28/02/2023 | Ceased |
| CHRIAHCORP PTY LTD | 000466376 | 30/09/2014 | 22/07/2020 | Ceased |
| CHRISTOFF, CLINTON JAMES | 000247136 | 24/06/2013 | — | Current |
| CLARK, STEPHEN JAMES | 000401033 | 03/12/2012 | 18/02/2013 | Ceased |
| CLINTON, PHILIP | 000232638 | 29/08/2022 | 08/07/2024 | Ceased |
| COLEMAN, RICHARD MARK | 000331141 | 08/01/2025 | 17/03/2025 | Ceased |
| COYTE, ROBERT EDWARD | 000410135 | 24/06/2013 | — | Current |
| CRAIG SMITH & ASSOCIATES PTY LIMITED | 000328047 | 30/06/2018 | 31/03/2021 | Ceased |
| Christopher, Leigh Roy | 001239130 | 12/01/2026 | — | Current |
| D.V.G. PTY. LTD. | 000315772 | 28/04/2020 | — | Current |
| DAJAYCO PTY LTD | 000342602 | 26/11/2021 | 17/07/2024 | Ceased |
| DAVIS, MATTHEW JOHN | 001305639 | 07/09/2023 | — | Current |
| DEGATESBURY, PAUL | 000341274 | 02/02/2015 | 08/02/2019 | Ceased |
| DIMASI, BRUNO | 000314031 | 14/09/2021 | 15/09/2022 | Ceased |
| DJACHENKO, VLADIMER | 000322942 | 13/12/2018 | 01/12/2020 | Ceased |
| DONALDSON, BRAD LEE | 000405032 | 22/12/2020 | — | Current |
| DOWSETT, ALLAN GREGORY | 000247582 | 16/02/2021 | — | Current |
| DOYLE, KEVIN | 000471551 | 01/07/2016 | 31/03/2017 | Ceased |
| DREW, DAHL ANDREW | 000287554 | 22/06/2018 | — | Current |
| DURBALI, ISBER | 000434317 | 21/05/2025 | 08/10/2025 | Ceased |
| DYNAMICS WAVE ANALYTICS LIMITED | 000384418 | 12/06/2020 | — | Current |
| Di Pizio, Anthony | 001266419 | 09/07/2020 | 30/03/2022 | Ceased |
| Duck, James William | 001280731 | 20/12/2021 | 28/03/2025 | Ceased |
| Duke, Jacqueline | 001256433 | 30/03/2026 | 02/06/2026 | Ceased |
| EL-KATATENY, KHALED | 001280342 | 16/01/2024 | 20/02/2024 | Ceased |
| ELLASTONE FINANCIAL MANAGEMENT PTY LTD | 001304279 | 29/06/2023 | 01/05/2024 | Ceased |
| ELLASTONE FINANCIAL PLANNING PTY LTD | 001308696 | 03/04/2024 | 31/07/2026 | Ceased |
| EMBARK WEALTH MANAGEMENT PTY LTD | 001300964 | 19/12/2022 | 28/07/2026 | Ceased |
| EMPOWER AGED CARE PTY LTD | 001292420 | 14/08/2021 | — | Current |
| EMU WEALTH PTY LTD | 001297616 | 01/07/2022 | 28/08/2023 | Ceased |
| ENDEAVOUR PENSION PLANNING PTY LTD | 001298164 | 29/07/2022 | — | Current |
| ENERGY FINANCIAL PTY LTD | 001303195 | 01/05/2023 | — | Current |
| EQUITY OWNERS GROUP PTY LTD | 001296442 | 22/04/2022 | 08/01/2024 | Ceased |
| EVERGREEN REGIONAL PTY LTD | 001303232 | 03/05/2023 | 28/07/2026 | Ceased |
| Elcheikh, Victor | 001304950 | 16/01/2024 | 20/02/2024 | Ceased |
| Eweda, Maran | 001301082 | 16/01/2024 | 20/02/2024 | Ceased |
| FARRANT, SCOTT | 001002601 | 01/05/2023 | — | Current |
| FERNANDO, AYAL | 000437098 | 01/11/2014 | 07/12/2020 | Ceased |
| FINANCIAL MANAGEMENT SA PTY LTD | 001296403 | 19/04/2022 | — | Current |
| FINANCIAL PLANNING & WEALTH PTY LTD | 000456475 | 20/04/2020 | 16/11/2023 | Ceased |
| FINLAY RENDOTH & ASSOCIATES PTY. LIMITED | 000296440 | 11/03/2016 | — | Current |
| FINLAY, MARK ALEXANDER | 000286928 | 11/03/2016 | — | Current |
| FISHER, CRAIG | 000388309 | 12/06/2020 | 07/07/2026 | Ceased |
| FORTH CAPITAL (AUSTRALIA) PTY LTD | 001269157 | 12/11/2018 | — | Current |
| FURNER, LUKE ALLAN | 000456572 | 27/02/2015 | 27/09/2018 | Ceased |
| GEELAN, SAMANTHA JANE | 000259803 | 26/07/2017 | — | Current |
| GEORGIOU FINANCIAL MANAGEMENT PTY LTD | 001302442 | 23/03/2023 | — | Current |
| GEORGIOU FINANCIAL SERVICES PTY LTD | 000243078 | 20/04/2020 | 16/11/2023 | Ceased |
| GEORGIOU FINANCIAL SOLUTIONS PTY LTD | 001264258 | 20/04/2020 | 16/11/2023 | Ceased |
| GEORGIOU, LOUIS | 000242522 | 20/04/2020 | 16/11/2023 | Ceased |
| GEORGIOU, NICHOLAS GEORGE | 000285886 | 20/04/2020 | 27/06/2024 | Ceased |
| GIBSON, MARK ARTHUR | 000248688 | 22/01/2020 | 20/04/2020 | Ceased |
| GILLESPIE, ADAM JAMES | 000431156 | 28/04/2020 | — | Current |
| GMM SPV PTY LTD | 001278321 | 02/10/2019 | 12/11/2024 | Ceased |
| GODDARD, SCOTT JEFFREY | 000386193 | 12/06/2020 | — | Current |
| GRAVITY WEALTH PTY LTD | 000442666 | 13/08/2022 | 25/01/2024 | Ceased |
| GTG ADVICE PTY LTD | 001007787 | 20/04/2018 | 30/08/2019 | Ceased |
| GUAN, WALTER YAOLONG | 000442559 | 08/10/2021 | 21/12/2021 | Ceased |
| GUAN, WALTER YAOLONG | 000442559 | 22/12/2021 | 19/04/2022 | Ceased |
| GUNN, BRAD ANDREW | 000306646 | 13/04/2018 | — | Current |
| Gollan, Darren | 001007784 | 20/04/2018 | 30/08/2019 | Ceased |
| Grigg, Jason David | 001007685 | 01/08/2015 | 09/05/2016 | Ceased |
| Growden, Ben | 001271837 | 18/12/2018 | — | Current |
| HALALSTOCKS.CO PTY LTD | 001315520 | 04/06/2025 | — | Current |
| HAMMERSLEY, PETER MICHAEL FILLON | 000386147 | 12/06/2020 | — | Current |
| HARBOUR PENSION TRANSFER SERVICE PTY LTD | 001297847 | 13/07/2022 | — | Current |
| HARBOURSIDE CAPITAL PTY LTD | 000448907 | 19/09/2025 | — | Current |
| HARBOURSIDE INVESTMENT MANAGEMENT PTY LTD | 001234855 | 27/08/2015 | — | Current |
| HAVEN WEALTH PARTNERS PTY LTD | 001292148 | 02/08/2021 | 19/01/2026 | Ceased |
| HEINDL INVESTMENTS PTY LTD | 000313904 | 04/04/2018 | 15/12/2022 | Ceased |
| HEINDL, DEBORAH | 000266858 | 04/04/2018 | 15/12/2022 | Ceased |
| HEMMING, ALISTAIR DAVID | 000299235 | 13/12/2018 | 29/10/2020 | Ceased |
| HENAGHAN, MICHAEL LEONARD | 000440514 | 27/03/2021 | — | Current |
| HENDERSON, ALAN DAVID | 000242155 | 17/07/2018 | 03/12/2021 | Ceased |
| HESSE, FRANCES ANNE | 000231502 | 04/07/2019 | 31/05/2021 | Ceased |
| HEUZENROEDER, NICHOLAS | 000345549 | 02/08/2021 | 19/01/2026 | Ceased |
| HEYCOCK, DAVID | 000364346 | 03/09/2014 | 30/09/2014 | Ceased |
| HOLBORN AUSTRALIA PTY LTD | 001284280 | 03/11/2020 | — | Current |
| HONEYCOMB WEALTH PTY LTD | 000402306 | 22/12/2020 | — | Current |
| Hall, Ranald Grant | 001304727 | 18/07/2023 | 04/12/2023 | Ceased |
| Hayward, Morgan | 001255322 | 01/05/2018 | 30/09/2022 | Ceased |
| Henry, Wayne | 001303231 | 03/05/2023 | 29/08/2024 | Ceased |
| Hibberd-Keyzers, Annastasia Eleni | 001254864 | 23/05/2017 | 28/04/2025 | Ceased |
| Hollingum, Emily Anne | 001247358 | 02/10/2019 | 07/12/2020 | Ceased |
| Huntley, Anthony | 001264901 | 13/12/2018 | — | Current |
| INFORMED WEALTH ADVISORY PTY LTD | 001315251 | 21/05/2025 | 31/07/2026 | Ceased |
| INNOVARE WEALTH PTY LTD | 001320557 | 30/03/2026 | 02/06/2026 | Ceased |
| INTELLIPLAN PTY LTD | 000458765 | 27/11/2018 | 11/06/2021 | Ceased |
| INVESTORIES PTY LTD | 001299145 | 19/09/2022 | 13/11/2023 | Ceased |
| JANSSENS, NATASHA | 000440749 | 02/09/2016 | 28/06/2021 | Ceased |
| JAVED, UMAIR | 000467512 | 13/02/2019 | 16/06/2023 | Ceased |
| JAVED, UMAIR | 000467512 | 03/02/2025 | — | Current |
| JOHN, JEFFREY | 000463318 | 04/08/2014 | 23/01/2026 | Ceased |
| JOHNSTON & ASSOCIATES PTY LTD | 001007514 | 01/04/2015 | 30/06/2017 | Ceased |
| Jimenez, Julian | 001314576 | 02/04/2025 | 30/09/2025 | Ceased |
| Johnson, Natasha | 001238587 | 19/08/2024 | 02/10/2024 | Ceased |
| Johnston, Stephen | 001006972 | 01/04/2015 | 30/06/2017 | Ceased |
| K & K HOLDINGS PTY LTD | 000343052 | 01/05/2014 | — | Current |
| KALRA, NIRLEP | 000404456 | 27/11/2018 | 11/06/2021 | Ceased |
| KAVANAGH, DUSTIN JON | 000308995 | 05/12/2016 | 29/05/2020 | Ceased |
| KEEGAN, KEIRA | 000467169 | 20/04/2015 | 04/11/2016 | Ceased |
| KELKAP PTY LTD | 001307532 | 16/01/2024 | 20/02/2024 | Ceased |
| KENNEDY, ADAM JOHN SUTHERLAND | 000264763 | 01/05/2014 | — | Current |
| KIRA WEALTH PTY. LIMITED | 001298659 | 29/08/2022 | 09/09/2025 | Ceased |
| KJS FINANCIAL CONSULTING PTY LTD | 001250581 | 13/12/2016 | 22/11/2019 | Ceased |
| KLACAR, STEVEN | 001257013 | 26/06/2018 | 28/06/2023 | Ceased |
| Keegan, Brian Stephen | 001000390 | 16/03/2015 | 22/11/2019 | Ceased |
| Kyriakopoulos, Jordan Daniel | 001307530 | 16/01/2024 | 20/02/2024 | Ceased |
| LARA, IAN ALEXIS | 000236088 | 26/05/2020 | 21/07/2023 | Ceased |
| LARA, IAN ALEXIS | 001281889 | 26/05/2020 | 27/05/2020 | Ceased |
| LC WEALTH PTY LTD | 001261333 | 12/01/2026 | — | Current |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 23 | 7.1% |
| 2025 | 19 | 5.9% |
| 2024 | 29 | 9.0% |
| 2023 | 32 | 9.9% |
| 2022 | 22 | 6.8% |
| 2021 | 36 | 11.1% |
| 2020 | 24 | 7.4% |
| 2019 | 15 | 4.6% |
| 2018 | 3 | 0.9% |
| 2017 | 9 | 2.8% |
| 2016 | 7 | 2.2% |
| 2015 | 1 | 0.3% |
| 2014 | 3 | 0.9% |
| 2013 | 1 | 0.3% |
Licensees of a similar size
- SPARK ADVISORS AUSTRALIA PTY LTD — 378
- UNITED INSURANCE GROUP PTY LTD — 372
- PARAGEM PTY LIMITED — 367
- 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
- FYG PLANNERS PTY LTD — 314
- BR SECURITIES AUSTRALIA PTY LTD — 314
- POLITIS INVESTMENT STRATEGIES PTY LTD — 312
- SANLAM PRIVATE WEALTH PTY LTD — 309
- SPHERE INSURANCE GROUP PTY LTD — 305
- INSIGHT INVESTMENT SERVICES PTY LTD — 294
- MSC ADVISORY PTY LTD — 291
Money lost after advice you were given?
323 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.