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: |
Aberdeen Retirement Planning Pty. Ltd. | 14/01/2020 | Surrender |
Abou-Eid Enterprises Pty Ltd | 14/01/2020 | Surrender |
Aceno Pty Ltd | 14/01/2020 | Surrender |
Active Wealth and Retirement Solutions Pty Ltd | 14/01/2020 | Surrender |
Adrian Alexander McRae | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Aime Sandri | 14/01/2020 | Surrender |
Alina Horj | 14/01/2020 | Surrender |
Alison Joan Hutchings | 14/01/2020 | Surrender |
All Round Financial Services Pty Ltd | 14/01/2020 | Surrender |
Alt Super Plus Pty Ltd | 14/01/2020 | Surrender |
Altitude Wealth Management Pty Ltd | 14/01/2020 | Surrender |
Andrew David Moo | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Andrew Kenneth Fleming | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Andrew Ross Hentschke | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Angelo Giambuzzi | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Anne Francis | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Announcer Financial Planning Pty Ltd | 14/01/2020 | Surrender |
Anthony Douglas Brown | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Anthony Francis Greve Le Brun | 14/01/2020 | Surrender |
Anthony Wayne Hilsley | 14/01/2020 | Surrender |
Aspect Synergy Group Pty Ltd | 14/01/2020 | Surrender |
Aspire Success Life Solutions Pty Ltd | 14/01/2020 | Surrender |
Asset Selection Advisors Pty. Limited | 14/01/2020 | Surrender |
Austin Trager | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Benjamin Joel O'connor | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Benjamin Mark Walvisch | 14/01/2020 | Surrender |
Brian Frederick Sadler | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Brian Patrick Mullins | 14/01/2020 | Surrender |
Business Insurance Specialists Pty Ltd | 14/01/2020 | Surrender |
C.V. Godfrey Pty. Ltd. | 14/01/2020 | Surrender |
Carl Hauschild | 14/01/2020 | Surrender |
Carol Round | 14/01/2020 | Surrender |
Caroline Linford | 14/01/2020 | Surrender |
Certified Planning & Insurance Services Pty Ltd | 14/01/2020 | Surrender |
CGA Accounting Acquisitions Pty Ltd | 14/01/2020 | Surrender |
Charterwest Holdings Pty Ltd | 14/01/2020 | Surrender |
Daniel Bowe | 14/01/2020 | Surrender |
David Andrew Meers | 14/01/2020 | Surrender |
David Gibson | 14/01/2020 | Surrender |
Donald Lindsay Barnett | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Endeavour Planning Services Pty Limited | 14/01/2020 | Surrender |
F. L Walker Financial Services (NSW) Pty Ltd | 14/01/2020 | Surrender |
FBZ Accountancy Services Pty. Limited | 14/01/2020 | Surrender |
Finplan Advisors Pty Ltd | 14/01/2020 | Surrender |
Garden Financial Services Pty Ltd | 14/01/2020 | Surrender |
Garry Maxwell Stuchbery | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
George Halikiotis | 14/01/2020 | Surrender |
Graham Leigh Archdall | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Gregory Stannard Bradshaw | 14/01/2020 | Surrender |
Heather Lanesbury | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Helen Elimelakh | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Helis Group Pty Ltd | 14/01/2020 | Surrender |
Ian Byrne Financial Planning Pty Ltd | 14/01/2020 | Surrender |
Ian Victor Haisman | 14/01/2020 | Surrender |
James Stuart Vagne | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Janelle Renae Goggan | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Jarrod Mathew Simpson | 14/01/2020 | Surrender |
Jason Richard Zielinski | 14/01/2020 | Surrender |
Jatyjo Pty Ltd | 14/01/2020 | Surrender |
Jeffrey Leong | 14/01/2020 | Surrender |
Jeffrey Todd & Associates Financial Planning Pty Ltd | 14/01/2020 | Ceased to Exist |
Jihad Soleiman | 14/01/2020 | Surrender |
John David Threlfall | 11/01/2020 | Deceased |
John Fryar | 14/01/2020 | Surrender |
John Paul Mclennan | 14/01/2020 | Surrender |
John Reginald Webb | 14/01/2020 | Surrender |
Jossel Ginsburg | 14/01/2020 | Surrender |
Juan Roberto Bran | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Karin Gabrielle Maloney | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Keith Richard Warne | 14/01/2020 | Surrender |
Kevin Harvey Payne | 14/01/2020 | Surrender |
Kevin John Binello | 13/01/2020 | Individual no longer meets registration requirements |
Kevin Patrick Blackshaw | 14/01/2020 | Surrender |
Kieran George O'dwyer | 14/01/2020 | Surrender |
Kristelle Harris | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Landmark Financial Management Pty Ltd | 14/01/2020 | Surrender |
Lasantha Peris | 14/01/2020 | Surrender |
Lester Archibald Steele | 14/01/2020 | Surrender |
Lifewriters Mutual Group Pty. Limited | 14/01/2020 | Surrender |
Lincoln Armstrong Kallady | 14/01/2020 | Surrender |
Linda Ann Ingleby | 14/01/2020 | Surrender |
Lion Rock Private Wealth Management Pty Ltd | 14/01/2020 | Ceased to Exist |
Luke Kristian Smith | 14/01/2020 | Surrender |
Lyndsay Wortlehock Pty. Ltd. | 14/01/2020 | Surrender |
Mark Aracas | 14/01/2020 | Surrender |
Marshall Yuri Morris | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Matthew Kevin Last | 14/01/2020 | Surrender |
MBS Advisory Services Pty Ltd | 14/01/2020 | Surrender |
Mel Outerbridge | 14/01/2020 | Surrender |
Melanie Hooton | 14/01/2020 | Surrender |
Melhem Ghadban | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
MF & DM Donohue Pty Ltd | 14/01/2020 | Surrender |
Michael Balogh | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Michael David Badger | 14/01/2020 | Surrender |
Michael Elliot | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Michael Francis Donohue | 14/01/2020 | Surrender |
Michael Giansiracusa | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Miranda Elizabeth Isobel Tucun | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Mitton FP Pty Ltd | 14/01/2020 | Surrender |
Moh Hua Heng | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Money Partners Financial Services Pty Ltd | 14/01/2020 | Surrender |
MS Lewin Pty Ltd | 14/01/2020 | Surrender |
Nathan Bernard Trakman | 14/01/2020 | Surrender |
Nathan Wuttke | 14/01/2020 | Surrender |
Neighbourhood Financial Services Pty Ltd | 14/01/2020 | Surrender |
Nicholas Blomfield | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Novo Super Pty. Ltd. | 14/01/2020 | Surrender |
One Fish Bone Pty Ltd | 14/01/2020 | Surrender |
Onecan Pty Ltd | 14/01/2020 | Surrender |
Onepoint Financial Services Pty Ltd | 14/01/2020 | Surrender |
Onimica Financial Planning Pty Ltd | 14/01/2020 | Ceased to Exist |
Pascal Fux | 14/01/2020 | Surrender |
Pathway Enterprises Group Pty Ltd | 14/01/2020 | Surrender |
Patrick Anthony Connolly | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Paul David Looney | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Paul Kehagias | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Paul Korst | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Paul Powell | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Peter James Swan | 14/01/2020 | Surrender |
Peter Spencer | 14/01/2020 | Surrender |
Peter Zees Pan Chan | 14/01/2020 | Surrender |
Petrish Pty Ltd | 14/01/2020 | Surrender |
Philip Moore | 14/01/2020 | Surrender |
Plenty Wealth Pty Ltd | 14/01/2020 | Surrender |
Professional Advisor Pty Ltd | 14/01/2020 | Surrender |
Qedek Pty Ltd | 14/01/2020 | Surrender |
Rajinth Jayaratne | 14/01/2020 | Surrender |
Rasna Khandpur | 14/01/2020 | Surrender |
RBS Financial Services Pty Ltd | 14/01/2020 | Surrender |
Regional Wealth Plus Pty Ltd | 14/01/2020 | Surrender |
Renate Tonks | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Richard Lyons | 14/01/2020 | Surrender |
Rick Norman Atkinson | 14/01/2020 | Surrender |
Rikesh Ram | 14/01/2020 | Surrender |
Robert Storey | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Roger Corrie | 14/01/2020 | Surrender |
Ronald Desmond Richter | 14/01/2020 | Surrender |
Ronald John White | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Royce William Noble | 14/01/2020 | Surrender |
Ryan Lisson | 14/01/2020 | Surrender |
Sam Rutecki | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Sarah Matthews | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Scott James Nicholls | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Select Portfolio Wealth Pty Ltd | 14/01/2020 | Surrender |
Shane Andrew Kennealy | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Shannan Lea Cooper | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Sherlock McGrath Financial Services Pty Ltd | 14/01/2020 | Surrender |
Shield Financial Services Group Pty Ltd | 14/01/2020 | Ceased to Exist |
Shuo Yang | 14/01/2020 | Surrender |
Soolan Lee Clifford | 11/01/2020 | Deceased |
Sopho Private Clients Pty Limited | 14/01/2020 | Surrender |
Stan Levitin | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Star Spangled Planner Pty Ltd | 14/01/2020 | Surrender |
Sun Technology Solutions Pty Ltd | 14/01/2020 | Surrender |
Team Financial Advisors Pty Ltd | 14/01/2020 | Surrender |
Ted Naim | 14/01/2020 | Surrender |
Teresa Marie Grandison | 14/01/2020 | Surrender |
The Trustee for Fortify Financial Unit Trust | 14/01/2020 | Surrender |
The Trustee For Geffin Family Trust | 14/01/2020 | Surrender |
The Trustee for the Bodo Family Trust | 14/01/2020 | Surrender |
The Trustee for Walder Family Trust | 14/01/2020 | Surrender |
The Waterman Group (Aust) Pty Ltd | 14/01/2020 | Surrender |
Thomas Cotter | 14/01/2020 | Surrender |
Thuy Hoang Nguyen | 14/01/2020 | Individual ceased to meet one of the tax practitioner requirements |
Twelve Wealth Management Pty Ltd | 14/01/2020 | Surrender |
Vasudeva Naidu | 14/01/2020 | Surrender |
Vimmers Pty Ltd | 14/01/2020 | Surrender |
W C R S Nominees Pty Ltd | 14/01/2020 | Surrender |
Wayne Fenton | 11/01/2020 | Deceased |
Wealth 4 Life Australia Pty Ltd | 14/01/2020 | Surrender |
Wealth Financial Strategies Pty Ltd | 14/01/2020 | Surrender |
Williams Finance Pty Ltd | 14/01/2020 | Surrender |
Yarandoo Pty Ltd | 14/01/2020 | 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: |
Andrew Phillip Dudman | 16/01/2020 | Failure to comply with code of professional conduct |
Yours sincerely,
Michael O’Neill
Secretary and CEO
Tax Practitioners Board
GPO Box 1620 Sydney NSW 2001