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: |
Access Private Wealth Pty Ltd | 10/09/2019 | Surrender |
All Financial Services Wealth Coaching Pty Ltd | 10/09/2019 | Surrender |
Andrew Douglas | 10/09/2019 | Surrender |
Andrew James George | 10/09/2019 | Surrender |
Angelo Benedetti | 10/09/2019 | Surrender |
AP Financial Solutions Pty Ltd | 10/09/2019 | Surrender |
Arabon Financial Pty Ltd | 10/09/2019 | Surrender |
Astute Investments & Financial Planning Pty Ltd | 10/09/2019 | Surrender |
Auxillium Financial Services Pty Ltd | 10/09/2019 | Surrender |
Avanti Advisers Pty Limited | 10/09/2019 | Surrender |
Awardwell Pty Ltd | 10/09/2019 | Surrender |
Broughton Hall Pty Ltd | 10/09/2019 | Surrender |
Business Insight Group Pty Ltd | 10/09/2019 | Surrender |
C & S Associates Pty Ltd | 10/09/2019 | Surrender |
Carmel Moriah Holdings Pty Ltd | 19/09/2019 | Surrender |
Cherrybomb Financial Pty Ltd | 10/09/2019 | Surrender |
Christopher Lord | 10/09/2019 | Surrender |
Coastsure Insurance Agency Pty Ltd | 10/09/2019 | Surrender |
D & R Wealth Strategies Pty Ltd | 10/09/2019 | Surrender |
Darren Francis Fordham | 10/09/2019 | Surrender |
David Hock Wah Kong | 10/09/2019 | Surrender |
Deepak Anand | 10/09/2019 | Surrender |
Donna Joan Martin | 10/09/2019 | Surrender |
Edward John Harris | 10/09/2019 | Surrender |
Enhance Wealth Pty Ltd | 10/09/2019 | Surrender |
Essential Financial Solutions Pty Ltd | 10/09/2019 | Surrender |
Florian Loic Bastian Perret | 10/09/2019 | Surrender |
For Life Financial Solutions Pty Ltd | 10/09/2019 | Surrender |
Grahame Robert Harling | 10/09/2019 | Surrender |
Grand Capital Wealth Pty Ltd | 10/09/2019 | Surrender |
Gregory Frank Tarplett | 10/09/2019 | Surrender |
HHH Partners Pty Ltd | 10/09/2019 | Surrender |
Hichul Kim | 10/09/2019 | Surrender |
Infiniti Wealth Portfolios Pty Ltd | 10/09/2019 | Surrender |
Integrated Wealth Management Pty Limited | 10/09/2019 | Surrender |
Integrated Wealth Planning Pty Ltd | 10/09/2019 | Surrender |
Jazmin Alice Heriot | 10/09/2019 | Surrender |
John De Warrenne Harris | 10/09/2019 | Surrender |
Jonathan Garnet Alchin | 10/09/2019 | Surrender |
JSA Financial Services Pty Limited | 10/09/2019 | Surrender |
Karina Elizabeth Dorogi | 10/09/2019 | Surrender |
Lacey Nicholson | 10/09/2019 | Surrender |
Laurie Thorp | 10/09/2019 | Surrender |
Leon Falk | 10/09/2019 | Surrender |
Lffi Pty Ltd | 10/09/2019 | Surrender |
Lips Small Business Success Pty Ltd | 10/09/2019 | Surrender |
MACQSUPER Pty Limited | 10/09/2019 | Surrender |
Madeline Ruth Gunn | 10/09/2019 | Surrender |
Maria Greensill | 10/09/2019 | Surrender |
Melanie Brett | 10/09/2019 | Surrender |
Melanie Kate Stayches | 10/09/2019 | Surrender |
Michelle Smith | 10/09/2019 | Surrender |
Morgan James Betts | 10/09/2019 | Surrender |
Murray Davies | 19/09/2019 | Surrender |
Nadia Jasmine Pearce | 10/09/2019 | Surrender |
Nicole Pennefather | 10/09/2019 | Surrender |
Paul Davies | 10/09/2019 | Surrender |
Peter Lee | 10/09/2019 | Surrender |
Peter Raymond Nielsen | 10/09/2019 | Surrender |
Pikeridge Pty Ltd | 10/09/2019 | Surrender |
Ragnhild Maria Sky | 10/09/2019 | Surrender |
Richard William Flint | 10/09/2019 | Surrender |
Robert Dunn | 10/09/2019 | Surrender |
Rodney George Goodall | 10/09/2019 | Surrender |
Rodney Marsden Smith | 10/09/2019 | Surrender |
Romano F. De Nadai | 10/09/2019 | Surrender |
Ruth Lilian Lazarus | 10/09/2019 | Surrender |
Ryan Garratt Evans | 10/09/2019 | Surrender |
Safety First Planning Pty Ltd | 10/09/2019 | Surrender |
Shannon P.B. Mayes | 10/09/2019 | Surrender |
Sharron Wharton-Street | 10/09/2019 | Surrender |
Shepard Webster & O'Neill Advisory Services Pty Ltd | 10/09/2019 | Surrender |
Southwest Superannuation Services Pty Limited | 10/09/2019 | Surrender |
Stancorp Financial Services Pty Ltd | 10/09/2019 | Surrender |
Summit SMSF Strategies Pty Ltd | 10/09/2019 | Surrender |
Supaleven Pty Ltd | 10/09/2019 | Surrender |
Superannuation Advisory Service Pty Ltd | 10/09/2019 | Surrender |
Suzi Smith | 10/09/2019 | Surrender |
Tariq Zaman | 10/09/2019 | Surrender |
The Comerford Harris Group & Co Pty Ltd | 10/09/2019 | Surrender |
The Trustee for Jade Private Wealth Trust | 10/09/2019 | Surrender |
The Trustee for Key Financial Planning Solutions Trust | 10/09/2019 | Surrender |
The Trustee for your Corner Group Unit Trust | 10/09/2019 | Surrender |
Tim Young | 10/09/2019 | Surrender |
Trilogy Financial Planning (QLD) Pty Ltd | 10/09/2019 | Ceased to Exist |
Ultimax Pty Ltd | 10/09/2019 | Surrender |
Vikas Modgil | 10/09/2019 | Surrender |
Weekes Trading Co Pty Ltd | 10/09/2019 | Surrender |
Yun Chin | 10/09/2019 | 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: |
Beth Lavelle | 10/09/2019 | Failure to comply with code of professional conduct |
Bristol Street Pty Ltd | 26/09/2019 | Failure to comply with code of professional conduct |
Joseph Aldo Malvaso | 10/09/2019 | Failure to comply with code of professional conduct |
Peter George Cotterill | 10/09/2019 | Failure to comply with code of professional conduct |
Premium Financial Advisers Pty Ltd | 10/09/2019 | Failure to comply with code of professional conduct |
Sretenka Erceg | 10/09/2019 | Failure to comply with code of professional conduct |
Strictly Super Pty Ltd | 10/09/2019 | Failure to comply with code of professional conduct |
Sua Thao | 10/09/2019 | 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