Termination of Tax (financial) adviser registration
The Tax Practitioners Board has terminated the registration of the following tax agent(s) under subdivision 40-A of the Tax Agent Services Act 2009 (TASA):
Name of Tax (financial) adviser: | Termination effective from: | Reason for termination: |
Aileen Janet Oliver | 21/04/2020 | Surrender |
AK Financial Planning Services Pty Ltd | 21/04/2020 | Surrender |
Alex Rene Leclerc | 21/04/2020 | No longer meets registration requirements |
Alison Margot Foxford | 21/04/2020 | Surrender |
Andrew Liu | 21/04/2020 | Surrender |
Angela Mary Purificato | 21/04/2020 | No longer meets registration requirements |
Anna-Maree Mcintosh | 21/04/2020 | No longer meets registration requirements |
Antony Peter Connell | 21/04/2020 | No longer meets registration requirements |
Anwar Hassan | 21/04/2020 | No longer meets registration requirements |
Aureus Lifetime Wealth Pty Ltd | 21/04/2020 | Surrender |
Averylle Rocio Zelko | 21/04/2020 | Surrender |
Bartholomew Thomas Healy | 21/04/2020 | No longer meets registration requirements |
Benjamin Roger Salisbury | 21/04/2020 | No longer meets registration requirements |
Callum Joseph Glasby | 21/04/2020 | No longer meets registration requirements |
Carissa Lea Greenhill | 21/04/2020 | Surrender |
Catherine Anne Robson | 21/04/2020 | Surrender |
Christopher John King | 21/04/2020 | No longer meets registration requirements |
Christopher Thomas Momsen | 21/04/2020 | Surrender |
Claire Masiello | 21/04/2020 | Surrender |
Clare Mcinerney | 21/04/2020 | Surrender |
Compass Group Financial Services Pty Ltd | 21/04/2020 | Surrender |
Crewville Pty. Ltd. | 21/04/2020 | Surrender |
Damien Robert Guazzo | 21/04/2020 | No longer meets registration requirements |
Daniel Joseph Skelton | 21/04/2020 | No longer meets registration requirements |
David Christopher Turnbull | 21/04/2020 | No longer meets registration requirements |
David King | 21/04/2020 | No longer meets registration requirements |
David Mark Ivanfy | 21/04/2020 | No longer meets registration requirements |
Davis Financial Services Pty Ltd | 21/04/2020 | Surrender |
Dean Rogan Park | 21/04/2020 | Surrender |
Deanna Coorey | 21/04/2020 | Surrender |
Declan Oliver Synnott | 21/04/2020 | No longer meets registration requirements |
Dennis Jones | 21/04/2020 | No longer meets registration requirements |
Diane Carol Emery | 21/04/2020 | No longer meets registration requirements |
Emma Johnson | 21/04/2020 | Surrender |
Eng Chor Khor | 21/04/2020 | No longer meets registration requirements |
Geoffrey Peter Donegan | 21/04/2020 | No longer meets registration requirements |
Glenn Anthony Pearce | 21/04/2020 | No longer meets registration requirements |
Glyn Jones | 21/04/2020 | Surrender |
Glyn Jones Financial Services Pty Ltd | 21/04/2020 | Surrender |
GW8 Superannuation Financial Consulting Pty Ltd | 21/04/2020 | Surrender |
Holly Kelly | 21/04/2020 | No longer meets registration requirements |
Holly Li | 21/04/2020 | No longer meets registration requirements |
Ian Peter Hosking | 21/04/2020 | Surrender |
Igor Brunoli | 21/04/2020 | No longer meets registration requirements |
Innovest Financial Services Pty Ltd | 21/04/2020 | Surrender |
Jackson Loong | 21/04/2020 | No longer meets registration requirements |
Jacob Mordecai Waks | 21/04/2020 | No longer meets registration requirements |
Jamie John Ogden | 21/04/2020 | No longer meets registration requirements |
JC Finance and Advice Pty Ltd | 21/04/2020 | Surrender |
Jeremy Ayliffe | 21/04/2020 | No longer meets registration requirements |
John Michael Carroll | 21/04/2020 | Surrender |
John William Cross | 21/04/2020 | No longer meets registration requirements |
Joseph Dominic Patrick Croke | 21/04/2020 | Surrender |
Joshua Peter Cameron Halcomb | 21/04/2020 | No longer meets registration requirements |
Karley Anne Mclean | 21/04/2020 | No longer meets registration requirements |
Khayati Arora-Reid | 21/04/2020 | No longer meets registration requirements |
KK Consulting Services Pty. Ltd. | 21/04/2020 | Surrender |
Kristen Heather Robertson | 21/04/2020 | No longer meets registration requirements |
Lee Anthony Jackson | 21/04/2020 | Surrender |
Leisa Collins | 21/04/2020 | No longer meets registration requirements |
Len Anthony Cirillo | 21/04/2020 | Surrender |
Lisa Tsoulakis | 21/04/2020 | No longer meets registration requirements |
Magnitude Group Pty Ltd | 21/04/2020 | Surrender |
Manor Financial Services Pty. Ltd. | 21/04/2020 | Surrender |
Maria Antonia Ganci | 21/04/2020 | Surrender |
Martin Richard Yates | 21/04/2020 | No longer meets registration requirements |
Mary Barker | 21/04/2020 | No longer meets registration requirements |
Matthew Atkinson | 21/04/2020 | No longer meets registration requirements |
Matthew Brown | 21/04/2020 | Surrender |
Megan Joy Hinchliffe | 21/04/2020 | No longer meets registration requirements |
Meng Song | 21/04/2020 | No longer meets registration requirements |
Michael Chaffey Gower | 21/04/2020 | No longer meets registration requirements |
Michael Francis Brown | 21/04/2020 | Surrender |
Michael Gordon Martin | 21/04/2020 | No longer meets registration requirements |
Michael Patrick Taylor | 21/04/2020 | No longer meets registration requirements |
Michael Timothy O'Brien | 21/04/2020 | No longer meets registration requirements |
Mr Glenn Anthony Brearley | 21/04/2020 | No longer meets registration requirements |
Neil Sutera | 21/04/2020 | Surrender |
Nga Le Ly | 21/04/2020 | Surrender |
Nicholas Searl | 21/04/2020 | Surrender |
Oak Advisory Pty Ltd | 21/04/2020 | Surrender |
Paul John Sargeant | 21/04/2020 | Surrender |
Pemo 4 Pty Ltd | 21/04/2020 | Surrender |
Peter Jackson | 04/04/2020 | Deceased |
Ping Huang | 21/04/2020 | No longer meets registration requirements |
Pinky Savva | 21/04/2020 | No longer meets registration requirements |
Preeyesh Rawal | 21/04/2020 | Surrender |
R J & C G Investments Pty Ltd | 21/04/2020 | Surrender |
Richard John Kerr | 21/04/2020 | Surrender |
Robert Hutchison | 21/04/2020 | No longer meets registration requirements |
Robert K. Green | 21/04/2020 | No longer meets registration requirements |
Robert Switkowski | 21/04/2020 | Surrender |
Robert Williams | 21/04/2020 | No longer meets registration requirements |
Sarah Cohen | 21/04/2020 | No longer meets registration requirements |
Securitor Financial Group Ltd | 21/04/2020 | Surrender |
Simon Barwick | 21/04/2020 | No longer meets registration requirements |
Stephen James Vautier | 21/04/2020 | No longer meets registration requirements |
Successful Ways Financial Services Brisbane Pty Ltd | 21/04/2020 | Surrender |
Tania Mawbey | 21/04/2020 | No longer meets registration requirements |
Terance Michael Lioulios | 21/04/2020 | Surrender |
Tim Kelly | 21/04/2020 | No longer meets registration requirements |
Toby Wilson | 21/04/2020 | No longer meets registration requirements |
Total Financial Solutions Australia Limited | 21/04/2020 | Surrender |
Tracey Kim Byrne | 21/04/2020 | Surrender |
Vincenzo Gagliardi | 21/04/2020 | No longer meets registration requirements |
Warren Peter Fowler | 21/04/2020 | No longer meets registration requirements |
William Jackson | 21/04/2020 | No longer meets registration requirements |
William Shepherd | 21/04/2020 | Surrender |
Xiao-Pei Yan | 21/04/2020 | No longer meets registration requirements |
The Tax Practitioners Board has terminated the registration of the following tax agent(s) under subdivision 30-B of the Tax Agent Services Act 2009 (TASA):
Name of Tax (financial) adviser: | Termination effective from: | Reason for termination: |
Expert Wealth Management Pty Ltd | 14/04/2020
| 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