Authorised representatives of TRUE OAK INVESTMENTS PTY LTD
322 people and firms have been authorised to act for TRUE OAK INVESTMENTS PTY LTD under AFS licence 238184 — the 90th largest of the 332 licensees with a page here. 217 of those authorisations are current; 174 have ended.
391authorisations
217current
174ended
62also authorised elsewhere
2010first 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, TRUE OAK INVESTMENTS PTY LTD is usually the name that goes on the complaint, not theirs.
62 of the 322 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 238184 · ABN/ACN 81002558956 · licensed since 12/02/2004 · New South Wales
Representatives of TRUE OAK INVESTMENTS PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| 4 SQUARE ENERGY PTY LTD | 001309061 | 29/04/2024 | 28/02/2025 | Ceased |
| 4IMPACT PARTNERS PTY LTD | 001315291 | 23/05/2025 | — | Current |
| A.C.N. 169 565 986 PTY LTD | 000458838 | 03/06/2014 | 31/05/2017 | Ceased |
| ADVANCE VC INVESTMENTS PTY LTD | 001314736 | 10/04/2025 | — | Current |
| ADVANCE VC PTY LTD | 001314735 | 10/04/2025 | — | Current |
| AINSCOUGH, LAUREN TRUDY | 000463451 | 05/08/2014 | 31/10/2015 | Ceased |
| ALVAREZ & MARSAL AUSTRALIA | 001316361 | 21/07/2025 | — | Current |
| ALVAREZ & MARSAL AUSTRALIA AND NEW ZEALAND PTY LTD | 001308578 | 25/03/2024 | 21/07/2025 | Ceased |
| AMMUNDSEN, TIMOTHY PETER | 000447742 | 24/10/2013 | 31/10/2015 | Ceased |
| ANCHORCREST CAPITAL MANAGEMENT PTY LTD | 001321585 | 08/06/2026 | — | Current |
| ANTHESIS CARBON PTY LTD | 001313008 | 17/12/2024 | — | Current |
| APC SPATIUM INVESTMENT MANAGEMENT PTY LTD | 001317996 | 21/10/2025 | — | Current |
| ARTEMIS HOLDCO PTY LTD | 001246848 | 23/08/2016 | 31/05/2017 | Ceased |
| ASTILL, ISAAC PATRICK | 000464459 | 01/09/2014 | 31/01/2015 | Ceased |
| AURECON CARBON ADVISORY PTY LTD | 001294667 | 22/12/2021 | — | Current |
| Agarwal, Vidit | 001304027 | 16/06/2023 | 31/05/2024 | Ceased |
| Alexander, Joel Stanley | 001321099 | 07/05/2026 | — | Current |
| Allen, Nicholas | 001315412 | 28/05/2025 | 01/05/2026 | Ceased |
| Altana, Susanna | 001311141 | 28/08/2024 | 10/10/2025 | Ceased |
| Amadeo, Santos | 001318750 | 05/12/2025 | — | Current |
| Anderson, Toby | 001304789 | 21/07/2023 | 18/03/2025 | Ceased |
| Andrews, Alex | 001297968 | 19/07/2022 | 17/04/2024 | Ceased |
| Andrews, Alex | 001297968 | 19/07/2022 | 17/04/2024 | Ceased |
| Andrews, Alex Kate Michelle | 001008908 | 01/04/2015 | 31/10/2015 | Ceased |
| Anstey, Nicholas Alexander | 001317435 | 15/09/2025 | — | Current |
| BARWON ADVISORY PTY LTD | 001276524 | 25/06/2019 | 29/09/2023 | Ceased |
| BASIS ENERGY PTY LTD | 001321092 | 07/05/2026 | — | Current |
| BAZA CAPITAL HOLDINGS PTY LTD | 001297482 | 22/06/2022 | — | Current |
| BAZA HIGH CONVICTION PTY. LTD. | 001288970 | 15/06/2021 | 28/06/2022 | Ceased |
| BAZA SPECIAL OPPORTUNITIES PTY LTD | 001282699 | 27/07/2020 | 28/06/2022 | Ceased |
| BECKER, MARTIN ROY | 000447747 | 24/10/2013 | 31/10/2015 | Ceased |
| BELZ FAMILY & ASSOCIATES PTY LTD | 001276695 | 26/05/2025 | — | Current |
| BFA INVESTMENT MANAGEMENT PTY LTD | 001280149 | 26/05/2025 | — | Current |
| Ball, Gavin Neil | 001305569 | 25/07/2023 | 05/06/2024 | Ceased |
| Bean, Samuel | 001304791 | 21/07/2023 | 25/06/2025 | Ceased |
| Belz, Jonathan Isaac | 001276711 | 28/05/2025 | — | Current |
| Berard, Jason Paul | 001307598 | 22/01/2024 | 22/03/2024 | Ceased |
| Betschel, Simon Henry | 001318170 | 31/10/2025 | — | Current |
| Bezerra, Michelle Pereira | 001316784 | 11/08/2025 | — | Current |
| Bi, Mian | 001301025 | 08/08/2025 | — | Current |
| Bi, Mian | 001301025 | 08/08/2025 | — | Current |
| Billington, Mark | 001304740 | 19/07/2023 | 25/10/2024 | Ceased |
| Bird, Alison | 001297969 | 19/07/2022 | 16/06/2023 | Ceased |
| Bodiam, Shane | 001319162 | 07/01/2026 | — | Current |
| Borgward, Grant Malcolm | 001308587 | 26/03/2024 | 05/06/2024 | Ceased |
| Bowler, Helena | 001304790 | 21/07/2023 | 25/06/2025 | Ceased |
| Burke, Jeremy Philip Szoke | 001288559 | 01/06/2021 | 13/07/2022 | Ceased |
| Burke, Jeremy Philip Szoke | 001288559 | 15/07/2022 | 22/04/2026 | Ceased |
| Burke, Jeremy Philip Szoke | 001288559 | 06/05/2024 | 28/02/2025 | Ceased |
| Burke, Jeremy Philip Szoke | 001288559 | 02/10/2024 | — | Current |
| Burke, Jeremy Philip Szoke | 001288559 | 04/03/2026 | — | Current |
| Burke, Jeremy Philip Szoke | 001288559 | 04/03/2026 | — | Current |
| Byrne, Michael Kevin | 001316556 | 30/07/2025 | — | Current |
| C6 INVESTMENT MANAGEMENT PTY LTD | 001294666 | 22/12/2021 | 30/11/2022 | Ceased |
| CARBON FIX PTY LIMITED | 001320719 | 13/04/2026 | — | Current |
| CARBON LINK OPERATIONS PTY LTD | 001307232 | 05/12/2025 | — | Current |
| CHEVRON AUSTRALIA NEW ENERGIES PTY LTD | 001302786 | 11/04/2023 | — | Current |
| CLOVERLEAF IMPACT CAPITAL PTY LTD | 001305277 | 16/08/2023 | — | Current |
| CODA CARBON SERVICES PTY LTD | 001317423 | 15/09/2025 | — | Current |
| COVALENT LAND AUSTRALIA PTY LTD | 001299964 | 11/11/2022 | — | Current |
| CP VENTURES MANAGEMENT PTY LTD | 001253421 | 31/07/2026 | — | Current |
| CURRAWONG ADVISORY PTY LTD | 001316495 | 29/07/2025 | — | Current |
| Campbell, Olivia Montana | 001305147 | 24/07/2023 | 29/02/2024 | Ceased |
| Campbell, Olivia Montana | 001305147 | 01/11/2023 | 29/02/2024 | Ceased |
| Capper, James | 001309174 | 06/05/2024 | 28/02/2025 | Ceased |
| Carter, Harvey John | 001284192 | 30/06/2025 | — | Current |
| Carter, Harvey John | 001284192 | 30/06/2025 | — | Current |
| Carter, Harvey John | 001284192 | 30/06/2025 | — | Current |
| Carter, Harvey John | 001284192 | 30/07/2025 | — | Current |
| Chan, Kenneth Francis | 001310305 | 10/07/2024 | — | Current |
| Charles, Shane Paul | 001299689 | 27/10/2022 | 29/11/2024 | Ceased |
| Charles, Shane Paul | 001299689 | 08/12/2022 | 30/04/2024 | Ceased |
| Cook, Lachlan | 001317310 | 05/09/2025 | — | Current |
| Costello, Sarah | 001311887 | 11/10/2024 | — | Current |
| Curatolo, Sabina | 001320429 | 25/03/2026 | — | Current |
| Curtolo, Matthew Robert | 001318688 | 03/12/2025 | — | Current |
| DECARBONISATION SOLUTIONS AUSTRALIA PTY LTD | 001305735 | 08/07/2024 | — | Current |
| DELAHUNTY, IAN PAUL | 000447746 | 24/10/2013 | 31/10/2015 | Ceased |
| DIGITALX ASSET MANAGEMENT PTY LTD | 001270748 | 29/06/2023 | 13/06/2025 | Ceased |
| DUXTON CARBON PTY LTD | 001302850 | 12/04/2023 | 08/06/2023 | Ceased |
| Davids, Adam | 001309831 | 14/06/2024 | — | Current |
| De Lange, Danie | 001297965 | 19/07/2022 | 12/08/2022 | Ceased |
| De Leon, Benjamin James | 001319811 | 18/02/2026 | 30/06/2026 | Ceased |
| Denniss, Richard | 001297852 | 13/07/2022 | — | Current |
| Donaldson, Warwick Bruce | 001311297 | 06/09/2024 | 01/12/2025 | Ceased |
| Duerden, Stephen Michael | 001302983 | 20/04/2023 | 08/06/2023 | Ceased |
| Dyer, Philip Gerald | 001312696 | 28/11/2024 | — | Current |
| ECOTONE PARTNERS FINANCIAL SERVICES PTY LTD | 001319832 | 20/02/2026 | — | Current |
| ECOTONE PARTNERS PTY LTD | 001294239 | 15/11/2021 | 22/04/2026 | Ceased |
| ENERGYADVICE PTY LTD | 000426868 | 20/08/2012 | 12/02/2016 | Ceased |
| ENVIRONMENTAL OFFSET SOLUTIONS PTY LTD | 001316860 | 14/08/2025 | — | Current |
| EP INVESTMENT SERVICES PTY LTD | 001319831 | 20/02/2026 | — | Current |
| ETHICAL MONEY PTY LIMITED | 000376267 | 14/07/2010 | 22/02/2018 | Ceased |
| EXCENTRICITY PTY LTD | 001311296 | 06/09/2024 | 01/12/2025 | Ceased |
| East, Daniel James | 001298034 | 21/07/2022 | 28/02/2025 | Ceased |
| East, Daniel James | 001298034 | 10/05/2023 | — | Current |
| Edmonds, Norah Louise | 001311452 | 18/09/2024 | — | Current |
| Elstoft, Tim | 001276618 | 25/06/2019 | 29/09/2023 | Ceased |
| Ezekowitz, Gavin Maxwell | 001276722 | 28/05/2025 | — | Current |
| FEAT. INITIATIVE PTY LTD | 001276237 | 12/06/2019 | 16/02/2022 | Ceased |
| FIRST NATIONS EQUITY PARTNERS PTY LTD | 001309708 | 05/06/2024 | — | Current |
| FUTURE GROUP FINANCIAL SERVICES PTY LTD | 000464455 | 01/09/2014 | 31/10/2016 | Ceased |
| FUTURE GROUP INVESTMENT MANAGEMENT PTY LTD | 001257546 | 17/08/2017 | 01/10/2018 | Ceased |
| FUTURE GROUP INVESTMENT MANAGEMENT PTY LTD | 001271441 | 17/12/2018 | 25/11/2019 | Ceased |
| FUTURE GROUP SERVICES (AUSTRALIA) PTY LTD | 001255665 | 16/08/2017 | 26/09/2022 | Ceased |
| Faeth, Alice Rachel | 001302986 | 20/04/2023 | 08/06/2023 | Ceased |
| Fama-Lombardo, Katie Francesca | 001320971 | 29/04/2026 | — | Current |
| Ferrier, Sam Oswald | 001320506 | 30/03/2026 | — | Current |
| Fitzpatrick, Ryan | 001312979 | 13/02/2025 | — | Current |
| Fitzpatrick, Ryan | 001312979 | 24/02/2025 | — | Current |
| Fitzpatrick, Ryan | 001312979 | 30/06/2025 | — | Current |
| Fitzpatrick, Ryan | 001312979 | 12/09/2025 | — | Current |
| Fitzpatrick, Ryan | 001312979 | 03/12/2025 | — | Current |
| Founders4Impact Fund GP, LP | 001315292 | 23/05/2025 | — | Current |
| Freed, Ashleigh | 001297970 | 19/07/2022 | 16/06/2023 | Ceased |
| Friedlander, Hanna Ruth | 001313257 | 14/01/2025 | — | Current |
| GLITCH CAPITAL 2024 PTY LTD | 001313001 | 30/06/2025 | — | Current |
| GLITCH CAPITAL FOF PTY LTD | 001318696 | 03/12/2025 | — | Current |
| GLITCH CAPITAL MANAGEMENT PTY LTD | 001312973 | 13/02/2025 | — | Current |
| GLITCH CAPITAL PARTNERS PTY LTD | 001317411 | 12/09/2025 | — | Current |
| GONDWANA CARBON PTY LTD | 001312583 | 21/11/2024 | — | Current |
| GROSVENOR PIRIE FINANCIAL SERVICES PTY LTD | 001276437 | 21/06/2019 | 10/05/2023 | Ceased |
| Ganz, Mark | 001320981 | 30/04/2026 | — | Current |
| Ganz, Mark | 001320981 | 30/04/2026 | — | Current |
| Gillon, Stephanie | 001297921 | 15/07/2022 | 11/08/2022 | Ceased |
| Gillon, Stephanie | 001297921 | 31/10/2025 | — | Current |
| Glass, Justin | 001298788 | 04/09/2022 | 28/10/2022 | Ceased |
| Glass, Justin | 001298788 | 31/10/2022 | 30/11/2022 | Ceased |
| Glass, Justin | 001298788 | 11/11/2022 | — | Current |
| Gleeson, John (Jack) Patrick | 001317308 | 05/09/2025 | — | Current |
| Gleeson, Tristan Peter Linwood | 001318019 | 22/10/2025 | 16/03/2026 | Ceased |
| Glitch Capital GP 2024, LP | 001313860 | 24/02/2025 | — | Current |
| Goodman, Amanda | 001297914 | 15/07/2022 | 22/04/2026 | Ceased |
| Goodman, Amanda | 001297914 | 02/10/2024 | — | Current |
| Goodman, Amanda | 001297914 | 04/03/2026 | — | Current |
| Goodman, Amanda | 001297914 | 04/03/2026 | — | Current |
| Grant, Pearson Geoffrey | 001319366 | 21/01/2026 | — | Current |
| Greening, Matthew John | 001311135 | 27/08/2024 | 01/05/2026 | Ceased |
| Greening, Zachary Walter | 001311136 | 27/08/2024 | — | Current |
| Griffiths, Jake Daniel | 001319885 | 25/02/2026 | — | Current |
| Griffiths, Jake Daniel | 001319885 | 04/03/2026 | — | Current |
| Groeneveld, Danique | 001297751 | 07/07/2022 | 31/08/2023 | Ceased |
| Grogan, Toby | 001319163 | 07/01/2026 | — | Current |
| Groves, Corey Dwayne | 001318758 | 05/12/2025 | — | Current |
| Gunning, Rebecca | 001297971 | 19/07/2022 | 29/02/2024 | Ceased |
| HALSTEAD, JEREMY CHRISTIAN | 000447743 | 24/10/2013 | 31/10/2015 | Ceased |
| HC & ST CONSULTING PTY LIMITED | 001309000 | 30/06/2025 | — | Current |
| HC & ST CONSULTING SERVICES I PTY LIMITED | 001288644 | 30/06/2025 | — | Current |
| HC & ST CONSULTING SERVICES I2 PTY LIMITED | 001289011 | 30/06/2025 | — | Current |
| HOST, KIM MAREE | 000449712 | 01/12/2013 | 01/05/2014 | Ceased |
| Hancock, Kenneth Graeme | 001305568 | 25/07/2023 | 05/06/2024 | Ceased |
| Hansra, Amandeep Kaur | 001301026 | 08/08/2025 | — | Current |
| Hansra, Amandeep Kaur | 001301026 | 08/08/2025 | — | Current |
| Harris, Miranda (Roo) Mcdonald | 001299274 | 31/07/2025 | — | Current |
| Harris, Miranda (Roo) Mcdonald | 001299274 | 31/07/2025 | — | Current |
| Hart, Robert Bruce | 001299687 | 27/10/2022 | 29/11/2024 | Ceased |
| Hart, Robert Bruce | 001299687 | 08/12/2022 | 30/04/2024 | Ceased |
| Hatzigrigoriou, John | 001292269 | 28/05/2025 | — | Current |
| Hawkins, Charlie Stuart | 001321746 | 30/07/2026 | — | Current |
| Hobbs, Christina | 001298156 | 28/07/2022 | 15/11/2024 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 20 | 5.1% |
| 2025 | 39 | 10.0% |
| 2024 | 39 | 10.0% |
| 2023 | 23 | 5.9% |
| 2022 | 20 | 5.1% |
| 2020 | 1 | 0.3% |
| 2019 | 2 | 0.5% |
| 2018 | 3 | 0.8% |
| 2017 | 6 | 1.5% |
| 2016 | 4 | 1.0% |
| 2015 | 13 | 3.3% |
| 2014 | 2 | 0.5% |
| 2013 | 1 | 0.3% |
| 2011 | 1 | 0.3% |
Licensees of a similar size
- THE HOSPITALS CONTRIBUTION FUND OF AUSTRALIA LTD — 505
- HALLMARK GENERAL INSURANCE COMPANY LTD. — 502
- COMMONWEALTH SUPERANNUATION CORPORATION — 471
- WICKLOW FUND SERVICES PTY LTD — 456
- SENTRY FINANCIAL SERVICES PTY LTD — 431
- FITZPATRICKS PRIVATE WEALTH PTY LTD — 407
- PRICEWATERHOUSECOOPERS SECURITIES LTD — 399
- AWARE FINANCIAL SERVICES AUSTRALIA LIMITED — 393
- REGIS LICENSING PTY LTD — 387
- INDUSTRY FUND SERVICES LIMITED — 379
- BODY CORPORATE BROKERS PTY LTD — 378
- SPARK ADVISORS AUSTRALIA PTY LTD — 378
- UNITED INSURANCE GROUP PTY LTD — 372
- PARAGEM PTY LIMITED — 367
- GLOBAL TRANSPORT & AUTOMOTIVE INSURANCE SOLUTIONS PTY LTD — 365
Money lost after advice you were given?
391 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.