Authorised representatives of THE COMPLETE PLANNER PTY LTD
69 people and firms have been authorised to act for THE COMPLETE PLANNER PTY LTD under AFS licence 278161 — the 291st largest of the 332 licensees with a page here. 14 of those authorisations are current; 55 have ended.
69authorisations
14current
55ended
49also authorised elsewhere
2004first 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, THE COMPLETE PLANNER PTY LTD is usually the name that goes on the complaint, not theirs.
49 of the 69 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 278161 · ABN/ACN 48077994104 · licensed since 15/09/2004 · Victoria
Representatives of THE COMPLETE PLANNER PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| ADETUNJI, TITILAYO | 000312501 | 01/06/2020 | 31/03/2021 | Ceased |
| AGTRADE PTY LTD | 000469585 | 01/12/2014 | 16/03/2015 | Ceased |
| ARG & FUTURE NEEDS PTY LTD | 001261366 | 20/01/2018 | 20/11/2018 | Ceased |
| ASSURANCE VIC ADVISORY SERVICE PTY LTD | 001277064 | 23/07/2019 | — | Current |
| AUSTRALIA WIDE WEALTH SERVICES PTY LTD | 001274863 | 29/03/2019 | — | Current |
| Arora, Dhiraj | 001004875 | 29/03/2019 | — | Current |
| Arora, Pooja | 001008478 | 12/08/2019 | 14/10/2019 | Ceased |
| BANSAL FINANCIAL PLANNING PTY LTD | 000328867 | 01/10/2013 | 07/05/2018 | Ceased |
| BANSAL, ABHISHEK | 000329618 | 01/10/2013 | 07/05/2018 | Ceased |
| BOWRING, ANDREW | 000242241 | 01/12/2014 | 16/03/2015 | Ceased |
| Boudewyn, Mario | 001240939 | 28/04/2024 | — | Current |
| CAFI PTY. LTD. | 000230614 | 22/11/2004 | 16/05/2022 | Ceased |
| CHARAN, RAHUL | 001269401 | 19/11/2018 | 27/06/2025 | Ceased |
| COLLINS, DAVID | 000397831 | 25/03/2014 | 04/06/2019 | Ceased |
| COMPASS FINANCIAL GROUP PTY LTD | 000338234 | 09/06/2009 | 23/09/2010 | Ceased |
| COOBER AUSTRALIA PTY. LTD. | 000446940 | 07/10/2013 | 20/07/2015 | Ceased |
| COUZENS, EDWARD R | 000238566 | 15/11/2004 | 01/01/2022 | Ceased |
| D'AMELIO FINANCIAL SERVICES PTY LTD | 000455020 | 12/03/2014 | 16/03/2015 | Ceased |
| DEL ROSSO, DIEGO | 000384558 | 01/08/2018 | — | Current |
| EVOLVE FINANCIAL PLANNING PTY LTD | 001260015 | 20/11/2017 | — | Current |
| FKML FINANCE PTY LTD | 000328480 | 04/08/2008 | 24/06/2016 | Ceased |
| FUTURE NEEDS FINANCIAL SERVICES PTY. LTD. | 001238852 | 28/01/2016 | — | Current |
| GLOBAL INVESTMENT SOLUTION PTY LTD | 000442018 | 01/10/2013 | 18/07/2016 | Ceased |
| GOODWIN, DAVID ALAN | 000440849 | 22/07/2019 | — | Current |
| GREEN, EDWARD DOUGLAS | 000269689 | 25/08/2008 | 31/01/2019 | Ceased |
| GUPTA, SUDARSHAN KUMAR | 000408386 | 01/06/2020 | 31/03/2021 | Ceased |
| Gupta, SHWETA | 000429417 | 01/06/2020 | 31/03/2021 | Ceased |
| HINCHLIFFE, MEGAN JOY | 000252749 | 11/02/2013 | 09/09/2019 | Ceased |
| INCOME ENGINEERING PTY. LTD. | 001246987 | 26/08/2016 | 23/04/2018 | Ceased |
| INTELLECTUAL WEALTH MANAGEMENT PTY LTD | 001270647 | 10/12/2018 | 20/04/2020 | Ceased |
| INVIZY FINANCIAL SOLUTIONS PTY LTD | 000469586 | 01/12/2014 | 17/02/2017 | Ceased |
| JENNINGS, COLIN LAURENCE | 000261162 | 25/11/2004 | 10/05/2010 | Ceased |
| JORDAN, DONAVAN O'NEIL | 000437806 | 01/12/2014 | 17/02/2017 | Ceased |
| KAHRAMAN, BIRGUL | 000321825 | 01/02/2008 | 31/05/2013 | Ceased |
| KSR PRIVATE WEALTH PTY LTD | 001244664 | 07/07/2016 | 30/04/2025 | Ceased |
| LAJOIE WEALTH MANAGEMENT PTY LTD | 000452458 | 28/01/2014 | 10/02/2014 | Ceased |
| LAJOIE, JEFFREY JORDAN JOHN | 000452459 | 28/01/2014 | 10/02/2014 | Ceased |
| LIU, JIANGYING | 001269400 | 19/11/2018 | 31/03/2022 | Ceased |
| MAC MONEY WEALTH MANAGEMENT PTY LTD | 000473169 | 04/05/2017 | — | Current |
| MEEPEGAMA, SAMADHI | 000442017 | 01/10/2013 | 17/07/2016 | Ceased |
| MONASH WEALTH PTY LTD | 001281923 | 01/06/2020 | 31/03/2021 | Ceased |
| Mohammad, Syed | 001258066 | 19/03/2018 | 05/06/2018 | Ceased |
| NEGRI, ROBERT | 000302739 | 04/04/2008 | 01/09/2016 | Ceased |
| ONE BRIDGE WEALTH FS PTY LTD | 001262019 | 19/03/2018 | 05/06/2018 | Ceased |
| PLANPARTNER PTY LTD | 000328365 | 30/07/2008 | 01/06/2016 | Ceased |
| POORE, MICHAEL REGINALD | 001248028 | 21/09/2016 | 23/04/2018 | Ceased |
| POTTS FINANCIAL SERVICES PTY LTD | 000470850 | 22/12/2014 | 16/03/2015 | Ceased |
| POTTS, ANDREW BRIAN | 000468035 | 22/12/2014 | 16/03/2015 | Ceased |
| PREDA WEALTH PTY LTD | 000432816 | 01/01/2013 | 01/09/2016 | Ceased |
| Punniakotti, Guhan | 001248853 | 10/12/2018 | 20/04/2020 | Ceased |
| RJN FINANCIAL SOLUTIONS PTY LTD | 000324023 | 04/04/2008 | 01/09/2016 | Ceased |
| ROCCO D'AMELIO | 000369263 | 12/03/2014 | 16/03/2015 | Ceased |
| SEMPLE, SCOTT | 000275498 | 09/06/2009 | 23/09/2010 | Ceased |
| SHERWAL, ASHOK | 000446941 | 07/10/2013 | 20/07/2015 | Ceased |
| SRIVASTAVA, ANURAG | 000473168 | 04/05/2017 | — | Current |
| SS WEALTH SOLUTIONS PTY LTD | 001259394 | 27/10/2017 | — | Current |
| STELLA, FRANCESCA BIANCA | 000334043 | 01/02/2009 | 01/06/2016 | Ceased |
| STEPHEN & PARTNERS WEALTH MANAGEMENT PTY LTD | 000311369 | 26/03/2007 | 31/01/2009 | Ceased |
| STEPHEN, JAMES LIAM | 000302741 | 26/03/2007 | 31/01/2009 | Ceased |
| Singh, Navjeet | 001008774 | 28/01/2016 | — | Current |
| TAN, KING TU | 000299016 | 01/10/2008 | 05/06/2015 | Ceased |
| TARPLETT, GREGORY | 000388797 | 19/06/2013 | 16/12/2013 | Ceased |
| THAKKAR, GARGI | 001271077 | 13/12/2018 | 17/11/2021 | Ceased |
| THE TRUSTEE FOR MOSAIC WEALTH MANAGEMENT TRUST | 000433334 | 18/01/2013 | — | Current |
| THE TRUSTEE FOR R & A D'AMELIO FAMILY TRUST | 000454849 | 12/03/2014 | 12/03/2014 | Ceased |
| VANDER SLUYS, PETER GEORGE | 000261434 | 25/11/2004 | 10/10/2008 | Ceased |
| VAT FP PTY LTD | 001240907 | 28/04/2024 | — | Current |
| WILDE, DONALD | 000238567 | 22/11/2004 | 16/05/2022 | Ceased |
| WRIGHT, CHRISTOPHER | 000466175 | 01/07/2016 | 30/04/2025 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2025 | 3 | 4.3% |
| 2022 | 4 | 5.8% |
| 2021 | 5 | 7.2% |
| 2020 | 2 | 2.9% |
| 2019 | 4 | 5.8% |
| 2018 | 7 | 10.1% |
| 2017 | 2 | 2.9% |
| 2016 | 8 | 11.6% |
| 2015 | 9 | 13.0% |
| 2014 | 3 | 4.3% |
| 2013 | 2 | 2.9% |
| 2010 | 3 | 4.3% |
| 2009 | 2 | 2.9% |
| 2008 | 1 | 1.4% |
Licensees of a similar size
- APP SECURITIES LIMITED — 71
- CAPELLA CAPITAL LEND LEASE PTY LIMITED & CAPELLA PARTNERS PTY LIMITED — 71
- MACRO CAPITAL LIMITED — 71
- WILLIS AUSTRALIA LIMITED — 70
- EMERALD FINANCIAL GROUP PTY LTD — 70
- GILL AND CO ADVISORY PTY LTD — 70
- CRM BROKERS PTY LIMITED — 69
- LONGREACH ALTERNATIVES LTD — 69
- BK CONSULTING (AUST) PTY LTD — 69
- INSIGHT INVESTMENT PARTNERS PTY LTD — 69
- ORACLE INVESTMENT MANAGEMENT PTY LTD — 69
- NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD — 69
- SANDFORD CAPITAL PTY LIMITED — 69
- FINEXIA SECURITIES LTD — 69
- GUARDIAN SECURITIES LIMITED — 68
Money lost after advice you were given?
69 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.