Termination of Tax (financial) Adviser registration
The Tax Practitioners Board has terminated the registration of the following Tax (financial) Advisers under subdivision 40-A of the Tax Agent Services Act 2009 (TASA):
Name of Tax (financial) Advisers: | Termination effective from: | Reason for Termination: |
2Plan4Life Financial Solutions Pty Ltd | 19/04/2019 | Surrender |
A Life Well Planned Pty. Ltd. | 19/04/2019 | Surrender |
ACN622720987 Pty Ltd | 19/04/2019 | Surrender |
Adrian Frank Headon | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Adrian John Cassidy | 19/04/2019 | Surrender |
Alan Charles Slack | 19/04/2019 | Surrender |
Amanda Lee Buchan | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Amogh Financial Services Pty Ltd | 19/04/2019 | Surrender |
Anand Moonsamy Govender | 19/04/2019 | Surrender |
Andrew Newman | 19/04/2019 | Surrender |
Anthony Gerrit Sterel | 19/04/2019 | Surrender |
Antonella Grida | 19/04/2019 | Surrender |
APMA Financial Services Pty Ltd | 19/04/2019 | Surrender |
APS Sterling Pty Ltd | 19/04/2019 | Surrender |
Battistella Advisory Services Pty Ltd | 19/04/2019 | Surrender |
BDS Financial Planning Pty Ltd | 19/04/2019 | Surrender |
Brent James Martin | 19/04/2019 | Surrender |
Bronwyn Anne Cant | 19/04/2019 | Surrender |
Caren Lynette Hendrie | 19/04/2019 | Surrender |
Catalyst Financial Group Pty Ltd | 19/04/2019 | Surrender |
Cheryl Lee Drury | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Chris Colin Payne | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Chris Lambden | 19/04/2019 | Surrender |
Chris Lambden Pty Limited | 19/04/2019 | Surrender |
Concierge Wealth Pty Ltd | 19/04/2019 | Surrender |
CQ Advice Pty Ltd | 19/04/2019 | Surrender |
Craig Alexandra Holding | 19/04/2019 | Surrender |
Cullinvest Pty Ltd | 19/04/2019 | Surrender |
Damian Cullen | 19/04/2019 | Surrender |
Daniel John Renneberg | 19/04/2019 | Surrender |
Darren Charles Allsop | 19/04/2019 | Surrender |
Darren James Furst | 19/04/2019 | Surrender |
David George Powell | 19/04/2019 | Surrender |
David O'Mara | 19/04/2019 | Surrender |
Defence Advisory Pty Ltd | 19/04/2019 | Surrender |
Don Goh | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Donald Mchoull Francis | 19/04/2019 | Surrender |
Douglas Neill | 19/04/2019 | Surrender |
Egbert Albertus Alexander J Calkhoven | 19/04/2019 | Surrender |
Elaine Preobrajensky | 19/04/2019 | Surrender |
Emily Nicole McLeod | 19/04/2019 | Surrender |
Emira Sulic | 19/04/2019 | Surrender |
Engkay Lim | 19/04/2019 | Surrender |
Enzo Fantasia | 19/04/2019 | Surrender |
FGB Financial Strategies Pty Ltd | 19/04/2019 | Surrender |
Finance Strategy Partners Pty. Ltd. | 19/04/2019 | Ceased to Exist |
Fivesix Capital Pty Ltd | 19/04/2019 | Surrender |
Full Financial Planning Australia Pty Ltd | 19/04/2019 | Surrender |
Gareth William Couper | 19/04/2019 | Surrender |
Gavin John Dealy | 19/04/2019 | Surrender |
Ginn & Associates Pty Ltd | 19/04/2019 | Surrender |
Glenn James Korn | 19/04/2019 | Surrender |
Globe Financial Planning Pty Ltd | 19/04/2019 | Surrender |
Good Insurance Pty Ltd | 19/04/2019 | Surrender |
Graeme Mark Yukich | 19/04/2019 | Surrender |
Gregory Allan Pearce | 19/04/2019 | Surrender |
GRO Capital (WA) Pty Ltd | 19/04/2019 | Surrender |
Hans Lui | 19/04/2019 | Surrender |
Income Engineering Pty. Ltd. | 19/04/2019 | Surrender |
J M Green Pty Ltd | 19/04/2019 | Surrender |
J.R. Mccutcheon & Associates Pty Ltd | 19/04/2019 | Surrender |
Jason James Meotti | 19/04/2019 | Surrender |
Jay Fleming | 19/04/2019 | Surrender |
Jinse Pty Ltd | 19/04/2019 | Surrender |
Joel Fletcher | 19/04/2019 | Surrender |
Joel Mitchell | 19/04/2019 | Surrender |
John Edward Collins | 19/04/2019 | Surrender |
John Joseph Woulfe | 19/04/2019 | Surrender |
John Roderick McCutcheon | 19/04/2019 | Surrender |
John Schaab | 19/04/2019 | Surrender |
Justin Alexander Wellman | 19/04/2019 | Surrender |
Karen Caldwell | 19/04/2019 | Surrender |
Karen Jane Leese | 19/04/2019 | Surrender |
Katie Ann Hally | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Kendall Financial Advisory Services Pty Ltd | 19/04/2019 | Surrender |
Kevin Good | 19/04/2019 | Surrender |
Kirby Joan Delamont | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Kirnjeet Singh Tiyur | 19/04/2019 | Surrender |
Leanne Clune | 19/04/2019 | Surrender |
Leanne Clune And Associates Pty Ltd | 19/04/2019 | Surrender |
Lee-Voon Leong | 19/04/2019 | Surrender |
Leigh Bruce Stafford | 19/04/2019 | Surrender |
Leigh Peter Semmens | 19/04/2019 | Surrender |
Lex Thomas Villanueva | 19/04/2019 | Surrender |
Linda Kathy Hogan | 19/04/2019 | Surrender |
Lip Yee Teh | 19/04/2019 | Surrender |
Lorraine Dawn Shoesmith | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Lyn Dixon | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Lyndon John Driscoll | 19/04/2019 | Surrender |
Lynette McIvor | 19/04/2019 | Surrender |
Margaret Lydia Collins | 19/04/2019 | Surrender |
Marguerite Robjant | 19/04/2019 | Surrender |
Mark Alexander Kerr | 19/04/2019 | Surrender |
Martin Joughin | 19/04/2019 | Surrender |
Maxima Financial Solutions Pty Limited | 19/04/2019 | Surrender |
Michael Bowen | 19/04/2019 | Surrender |
Michael Dwyer | 19/04/2019 | Surrender |
Michele Louise Meffen | 19/04/2019 | Surrender |
MiQ Private Wealth Pty Ltd | 19/04/2019 | Surrender |
Mitchell Andrew Fleming | 19/04/2019 | Surrender |
Mohamed Surur | 19/04/2019 | Surrender |
Money 4 Life Pty. Ltd. | 19/04/2019 | Surrender |
MPR Strategic Wealth Pty Ltd | 19/04/2019 | Surrender |
Natalie Jane Carver | 19/04/2019 | Surrender |
Neal Adrian Smith | 19/04/2019 | Surrender |
Neal Smith & Associates Pty Ltd | 19/04/2019 | Surrender |
New World Enterprises Pty Ltd | 19/04/2019 | Surrender |
P.G. Financial Services Pty. Ltd. | 19/04/2019 | Surrender |
Pace Insurance Pty Ltd | 19/04/2019 | Surrender |
Palminder Sodhi | 19/04/2019 | Surrender |
Paul Pavlic | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Pekada Group Pty Ltd | 19/04/2019 | Surrender |
Pelorus Wealth Pty Ltd | 19/04/2019 | Ceased to Exist |
Peter Robert Kendall Thompson | 19/04/2019 | Surrender |
Peter Smith | 19/04/2019 | Surrender |
Peter William Gurd | 19/04/2019 | Surrender |
Philip Noel Game | 19/04/2019 | Surrender |
Philip Paul Debnam | 19/04/2019 | Surrender |
Prudent Investing Pty Ltd | 19/04/2019 | Surrender |
Rachelle Heather Pty Ltd | 19/04/2019 | Surrender |
Rebecca Watt | 19/04/2019 | Surrender |
Refund Easy Pty. Ltd. | 19/04/2019 | Surrender |
Richards Financial Solutions Pty Ltd | 19/04/2019 | Surrender |
RMD Partners Pty Ltd | 19/04/2019 | Surrender |
Robert Reardon | 19/04/2019 | Surrender |
Ross Ackland | 19/04/2019 | Surrender |
Ross Anthony Meeuwsen | 19/04/2019 | Surrender |
Russell Fletcher | 19/04/2019 | Surrender |
SCA Advisory Pty Ltd | 19/04/2019 | Surrender |
Scott Matthew Wilkins | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
Searle Financial and Insurance Pty Ltd | 19/04/2019 | Surrender |
Shaw And Partners Financial Planning Pty Ltd | 19/04/2019 | Surrender |
Sherwood Wealth Management Pty Ltd | 19/04/2019 | Surrender |
Simonetta Ciancio | 19/04/2019 | Surrender |
Smart Life Advisers Pty Ltd | 19/04/2019 | Surrender |
Solar Financial Advisory Pty Ltd | 19/04/2019 | Surrender |
Stephen Colwell | 19/04/2019 | Surrender |
Stephen Gerard Smith | 19/04/2019 | Surrender |
Stevan John Dart | 19/04/2019 | Individual ceased to meet one of the tax practitioner requirements |
STM Wealth Pty. Ltd. | 19/04/2019 | Surrender |
Super Wealth Advisors Pty Ltd | 19/04/2019 | Surrender |
Tasman Wealth Pty Ltd | 19/04/2019 | Surrender |
Tempus Wealth Management Pty Ltd | 19/04/2019 | Surrender |
Thakor Bhaga | 19/04/2019 | Surrender |
The Advisory Firm Pty Ltd | 19/04/2019 | Surrender |
The Trustee for DC Financial | 19/04/2019 | Surrender |
The Trustee for Gilchrist Wealth Management | 19/04/2019 | Surrender |
The Trustee for Semmens Trust | 19/04/2019 | Surrender |
The Trustee for ST Tardis Trust | 19/04/2019 | Surrender |
Timothy McCurdy | 19/04/2019 | Surrender |
Tony Santoro | 19/04/2019 | Surrender |
Tranquillity Wealth Management Pty Limited | 19/04/2019 | Surrender |
Truong Huynh | 19/04/2019 | Surrender |
Val Hugo Nigol | 19/04/2019 | Surrender |
Vandana Kembhavi | 19/04/2019 | Surrender |
Vicki Denise Campbell | 19/04/2019 | Surrender |
Viridian NSW Pty Ltd | 19/04/2019 | Surrender |
Warwick Wealth Solutions Pty. Ltd. | 19/04/2019 | Surrender |
Wayne David Spelleken | 19/04/2019 | Surrender |
Wealthsecure Financial Planning Pty Ltd | 19/04/2019 | Surrender |
Williams Private Wealth Pty Ltd | 19/04/2019 | Surrender |
Yvonne Gillam | 19/04/2019 | Surrender |
The Tax Practitioners Board has terminated the registration of the following Tax (financial) Advisers under subdivision 30-B of the Tax Agent Services Act 2009 (TASA):
Name of Tax (financial) Advisers: | Termination effective from: | Reason for Termination: |
John Francis Coe | 5/04/2019 | Failure to comply with the code of professional conduct |
Robert Mahony | 5/04/2019 | Failure to comply with the code of professional conduct |
Yours sincerely,
Michael O’Neill
Secretary and CEO
Tax Practitioners Board
GPO Box 1620 Sydney NSW 2001