Authorised representatives of WATERSHED DEALER SERVICES PTY LTD
57 people and firms have been authorised to act for WATERSHED DEALER SERVICES PTY LTD under AFS licence 436357 — the 309th largest of the 332 licensees with a page here. 12 of those authorisations are current; 54 have ended.
66authorisations
12current
54ended
39also authorised elsewhere
2013first 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, WATERSHED DEALER SERVICES PTY LTD is usually the name that goes on the complaint, not theirs.
39 of the 57 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 436357 · ABN/ACN 29162693272 · licensed since 10/05/2013 · Victoria
Representatives of WATERSHED DEALER SERVICES PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| AMPLIFY FINANCIAL PLANNING PTY LTD | 001282295 | 01/07/2020 | 20/02/2025 | Ceased |
| Au, York | 001003357 | 01/03/2022 | 19/12/2024 | Ceased |
| BEULKE, RACHELLE LOUISE | 000303140 | 30/11/2021 | 01/03/2022 | Ceased |
| BOWEN, BEN | 000440963 | 13/05/2013 | — | Current |
| BROADLAND NE INVESTMENTS PTY LTD | 000428539 | 01/02/2021 | 20/06/2023 | Ceased |
| Baillie, John | 001257777 | 25/08/2017 | 26/10/2018 | Ceased |
| Baillie, John | 001257777 | 27/10/2018 | 31/10/2018 | Ceased |
| Bell, Trent Ashley | 001258051 | 04/01/2019 | 13/05/2025 | Ceased |
| Bell, Trent Ashley | 001258051 | 14/05/2025 | — | Current |
| Bridgland, Simon Edward | 001266882 | 14/08/2018 | 26/10/2018 | Ceased |
| Bridgland, Simon Edward | 001266882 | 27/10/2018 | 31/10/2018 | Ceased |
| CAPSTONE WEALTH MANAGEMENT PTY LTD | 000473115 | 01/07/2020 | 20/02/2025 | Ceased |
| COLMAN, SAMUEL GUY | 000462938 | 08/12/2018 | 22/01/2019 | Ceased |
| COLMAN, SAMUEL GUY | 000462938 | 23/01/2019 | 21/05/2019 | Ceased |
| COLMAN, SAMUEL GUY | 000462938 | 26/10/2020 | 07/02/2022 | Ceased |
| Curley, John | 001253274 | 09/07/2019 | 07/02/2022 | Ceased |
| DAVIE, MICHAEL | 000443519 | 15/01/2018 | 20/02/2025 | Ceased |
| DAYBREAK WEALTH PTY LTD | 001294973 | 20/01/2022 | — | Current |
| Delaney, Thomas Michael | 001236868 | 01/07/2016 | 26/05/2019 | Ceased |
| Flanagan-Bell, Samantha Jay | 001270409 | 26/10/2018 | 21/05/2019 | Ceased |
| Flanagan-Bell, Toni-Maree | 001270407 | 26/10/2018 | 21/05/2019 | Ceased |
| Fox, Michael | 001305513 | 29/08/2023 | 30/08/2023 | Ceased |
| Fox, Michael James | 001265154 | 28/08/2023 | 01/12/2023 | Ceased |
| Gupta, Ankush | 001312167 | 22/10/2024 | 13/05/2025 | Ceased |
| Gupta, Ankush | 001312167 | 14/05/2025 | — | Current |
| HAWKINS, MAUREEN MAE | 000238514 | 01/10/2018 | 30/12/2021 | Ceased |
| Hutchinson, Charles Philip | 001277700 | 29/08/2019 | 13/02/2023 | Ceased |
| KOO, ARTHUR HILTON | 000258218 | 10/05/2013 | 07/11/2014 | Ceased |
| KUDA WEALTH PTY LTD | 001261193 | 15/01/2018 | 20/02/2025 | Ceased |
| LARETIVE, LUKE | 000345726 | 21/09/2017 | 26/10/2018 | Ceased |
| LARETIVE, LUKE | 000345726 | 27/10/2018 | 31/10/2018 | Ceased |
| LAWRANCE, ADAM | 001003138 | 17/09/2018 | 07/02/2022 | Ceased |
| MARSHALL, NOEL ROBERT | 000237774 | 26/10/2018 | 19/12/2024 | Ceased |
| MORCHER, CAMERON | 000462788 | 20/01/2022 | — | Current |
| Marshall, Madeleine Joan | 001270410 | 26/10/2018 | 07/10/2024 | Ceased |
| NEYLAND, MARK | 000319604 | 01/02/2021 | 20/06/2023 | Ceased |
| NGUYEN, KHA HAN | 001002529 | 01/09/2020 | 19/08/2022 | Ceased |
| NICHOLLS, SARA MAREE | 000344339 | 10/05/2013 | 01/05/2017 | Ceased |
| PEACOCKE SMSF SERVICES PTY LTD | 001253275 | 09/07/2019 | 30/09/2023 | Ceased |
| PEARSON, Christopher Leonard | 001250607 | 26/10/2018 | 29/06/2020 | Ceased |
| PHILLIPS, RUSSELL STANLEY | 000293263 | 06/06/2016 | 14/12/2017 | Ceased |
| PRIORITY CONCEPTS INVESTMENT & RETIREMENT PLANNING PTY LTD | 000245732 | 13/05/2013 | 07/11/2014 | Ceased |
| RETIREMENT PORTFOLIO MANAGEMENT PTY LTD | 001295522 | 23/02/2022 | 05/08/2024 | Ceased |
| RNB FINANCIAL PTY LTD | 000338810 | 13/05/2013 | — | Current |
| ROWLEY, ADRIAN | 000338753 | 10/05/2013 | — | Current |
| RUTHERFORD, DIANNE MARIE | 000416848 | 10/05/2013 | 01/06/2017 | Ceased |
| Rowley, Steven | 001008845 | 13/05/2013 | — | Current |
| SALTER, BARBARA | 000323526 | 19/03/2020 | 08/12/2021 | Ceased |
| SENECA FINANCIAL SOLUTIONS PTY LTD | 001248451 | 25/08/2017 | 26/10/2018 | Ceased |
| SENECA FINANCIAL SOLUTIONS PTY LTD | 001248451 | 27/10/2018 | 31/10/2018 | Ceased |
| SMITH, MICHAEL MARTIN | 001270206 | 23/11/2018 | 28/03/2019 | Ceased |
| SMITH, MICHAEL MARTIN | 000427970 | 23/11/2018 | 18/07/2023 | Ceased |
| STARDI PTY LTD | 000441070 | 11/06/2013 | — | Current |
| STRAUSS, FREDERICK JOHANNES | 000464597 | 08/09/2014 | — | Current |
| Schepisi, Victoria | 001007072 | 15/09/2017 | 26/10/2018 | Ceased |
| Schepisi, Victoria | 001007072 | 27/10/2018 | 31/10/2018 | Ceased |
| THOMPSON, TREVOR WILLIAM NORMAN | 000427875 | 23/02/2022 | 05/08/2024 | Ceased |
| TRAHAIR, MARK EUGENE | 000319803 | 01/07/2020 | 20/02/2025 | Ceased |
| Thomson, Kenneth James | 001293310 | 01/10/2021 | 17/12/2021 | Ceased |
| Truong, Peter Phuoc | 001270605 | 11/11/2025 | 16/06/2026 | Ceased |
| UNTHANK, CHRISTOPHER | 000337883 | 01/07/2020 | 20/02/2025 | Ceased |
| WATERSHED FUNDS MANAGEMENT PTY LTD | 000461926 | 01/07/2014 | — | Current |
| WATERWAYS FUNDS MANAGEMENT PTY LTD | 000464596 | 08/09/2014 | — | Current |
| WEALTH FOUNDRY PTY LTD | 000412586 | 26/10/2018 | 19/12/2024 | Ceased |
| Yeo, Paul | 001003339 | 15/05/2023 | 07/10/2024 | Ceased |
| ZUPPE INTERNATIONAL PTY LIMITED | 001267702 | 17/09/2018 | 07/02/2022 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 1 | 1.5% |
| 2025 | 8 | 12.1% |
| 2024 | 7 | 10.6% |
| 2023 | 7 | 10.6% |
| 2022 | 6 | 9.1% |
| 2021 | 3 | 4.5% |
| 2020 | 1 | 1.5% |
| 2019 | 6 | 9.1% |
| 2018 | 10 | 15.2% |
| 2017 | 3 | 4.5% |
| 2014 | 2 | 3.0% |
Licensees of a similar size
- TRITON BROKING SERVICES (WA) PTY LTD — 67
- EP FINANCIAL SERVICES PTY LTD — 67
- APT WEALTH PARTNERS PTY LTD — 67
- 360 FARM AND REGIONAL PTY LTD — 66
- BARCLAY WELLS LTD — 66
- EML PAYMENT SOLUTIONS LIMITED — 66
- ENVA AUSTRALIA PTY LTD — 66
- CLIMATE FRIENDLY FINANCIAL SOLUTIONS PTY. LIMITED — 66
- TRILOGY GROUP AUSTRALIA PTY LTD — 65
- ACTION INSURANCE BROKERS PTY LTD — 65
- NEXTEC CORPORATION PTY LTD — 65
- CATHOLIC CHURCH INSURANCE LIMITED — 65
- STAMFORD CAPITAL FUNDS MANAGEMENT PTY LTD — 65
- BROOKVALE INSURANCE BROKERS PTY LTD — 64
- PETSURE (AUSTRALIA) PTY LTD — 64
Money lost after advice you were given?
66 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.