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: |
Acurancy Investment Group Pty Ltd | 1/09/2020 | Surrender |
Advice Advantage Pty Ltd | 1/09/2020 | Surrender |
Alena Malakhova | 25/09/2020 | Surrender |
Alexandria Thomaschuetz | 1/09/2020 | Surrender |
Aligned Strategic Advisers Pty Limited | 25/09/2020 | Surrender |
Anthony John Mcgeoch | 1/09/2020 | Surrender |
Archimedes Financial Planning Pty Ltd | 1/09/2020 | Surrender |
Arthur Tee | 25/09/2020 | Surrender |
Barbara Edwina Jocelyn Evans | 1/09/2020 | Surrender |
Barry Peter Savage | 25/09/2020 | Surrender |
BDO Private Wealth Advisers (East Coast) Pty Ltd | 1/09/2020 | Surrender |
Benjamin Taylor Leyshon | 25/09/2020 | Surrender |
Boutique Advisers Pty Ltd | 1/09/2020 | Surrender |
Brett Edward Withy | 1/09/2020 | Surrender |
Bruce Life Pty Ltd | 25/09/2020 | Surrender |
Campbell Green Financial Services Pty Ltd | 25/09/2020 | Surrender |
Carol Roberts | 1/09/2020 | Surrender |
Cassandra Lee Pearson | 1/09/2020 | Surrender |
Christine Penprase | 1/09/2020 | Surrender |
Christopher Andrew Roche | 25/09/2020 | Surrender |
Clem Douglas Burdett | 25/09/2020 | Surrender |
Concept 382 Pty Ltd | 1/09/2020 | Surrender |
Darwin Advisers Pty Ltd | 25/09/2020 | Surrender |
Darwin Financial Services Pty Ltd | 25/09/2020 | Surrender |
David Brady | 1/09/2020 | Surrender |
Deirdre Samardzic | 1/09/2020 | Surrender |
Denis R Herbert & Associates Pty Ltd | 1/09/2020 | Surrender |
Denis Raymond Herbert | 1/09/2020 | Surrender |
Dixon and Doshi Financial Services Pty Ltd | 1/09/2020 | Surrender |
Domenic Pepicelli & Associates Pty Ltd | 25/09/2020 | Surrender |
Domenico Biagio Pepicelli | 25/09/2020 | Surrender |
Douglas Xiang Dong You | 1/09/2020 | Surrender |
Ekram Anwar Fahmy | 25/09/2020 | Surrender |
Elisa Evelyn Simpson | 25/09/2020 | Surrender |
Frederick Petrus Jacobus Herbst | 1/09/2020 | Surrender |
Gavin Daniel Fineff | 1/09/2020 | Surrender |
Georgia Anne Morris | 25/09/2020 | Surrender |
Gosling Enterprises Pty Ltd | 1/09/2020 | Surrender |
Grae Edmondson | 1/09/2020 | Surrender |
Graham Paul Hutton | 25/09/2020 | Surrender |
Guy Murray Wall | 1/09/2020 | Surrender |
Hariharan Ramachandran | 1/09/2020 | Surrender |
Helen Sackett | 25/09/2020 | Surrender |
Henderson Matusch Pty Ltd | 1/09/2020 | Surrender |
Ian Benson | 25/09/2020 | Surrender |
Immanuel Sarkis | 1/09/2020 | Surrender |
Jannette Moseley | 25/09/2020 | Surrender |
Jason Cornelius Besters | 1/09/2020 | Surrender |
Jeffrey Bruce Sammells | 1/09/2020 | Surrender |
Jeffrey Michael Hassan | 1/09/2020 | Surrender |
Jennette Jean Davidson | 1/09/2020 | Surrender |
Jens (WA) Pty Ltd | 1/09/2020 | Surrender |
John Allenspach | 1/09/2020 | Surrender |
John Anthony Curtin | 1/09/2020 | Surrender |
John Clifford McIntosh | 1/09/2020 | Surrender |
Jon Andrew Petie | 25/09/2020 | Surrender |
Joseph Gerard Hart | 25/09/2020 | Surrender |
Josephine Vella | 1/09/2020 | Surrender |
Joyce Carkeek | 1/09/2020 | Surrender |
Kenneth Owen Hanlon | 25/09/2020 | Surrender |
Kenneth Ravenshaw Cheers | 1/09/2020 | Surrender |
KSG Financial Planners Pty Ltd | 1/09/2020 | Surrender |
Lisa Gaye Duggan | 1/09/2020 | Surrender |
LLH Financial Services Pty Ltd | 25/09/2020 | Surrender |
Malcolm Weatherley | 1/09/2020 | Surrender |
Margaret Linda Jean Stewart | 25/09/2020 | Surrender |
Matthew Bernard Shanahan | 1/09/2020 | Surrender |
Maureen Rose | 25/09/2020 | Surrender |
McPherson Investment Consulting Pty Ltd | 25/09/2020 | Surrender |
Mez Services Pty Ltd | 1/09/2020 | Surrender |
Michael Hayes Pty Ltd | 1/09/2020 | Surrender |
Michael John Hayes | 1/09/2020 | No longer meets registration requirements |
Michelle Joy Cross | 1/09/2020 | Surrender |
Nicholas James Hatherly | 25/09/2020 | Surrender |
Omniwealth Services Pty Limited | 1/09/2020 | Surrender |
Paul Damian Abrahams | 25/09/2020 | Surrender |
Paul Spinelli | 1/09/2020 | Surrender |
Perera Wealth Management Pty Ltd | 1/09/2020 | Surrender |
Personal Financial Pty Ltd | 25/09/2020 | Surrender |
Peter David Tratt | 25/09/2020 | Surrender |
Peter I Bond Pty Limited | 25/09/2020 | Surrender |
Peter I. Bond | 25/09/2020 | Surrender |
Peter Vincent Livesey | 25/09/2020 | Surrender |
Philip Allan Webb | 25/09/2020 | Surrender |
Premier Planning Partners Pty Ltd | 25/09/2020 | Surrender |
Proverbs of Wealth Pty Ltd | 1/09/2020 | Surrender |
Recurrent Wealth Pty Ltd | 25/09/2020 | Surrender |
Richard Ian Latham | 1/09/2020 | Surrender |
Riechanne Dick | 1/09/2020 | Surrender |
Robert William Timms | 1/09/2020 | Surrender |
Rod Stark Pty Ltd | 25/09/2020 | Surrender |
Ross Hunter Heslop | 1/09/2020 | Surrender |
Russell William Nuss | 25/09/2020 | Surrender |
S4L Pty Limited | 25/09/2020 | Surrender |
Sammells Financial Services Group Pty Ltd | 1/09/2020 | Surrender |
Sarah Ann Oliver | 1/09/2020 | Surrender |
Sharon Lau | 1/09/2020 | Surrender |
Sidwils Pty Ltd | 1/09/2020 | Surrender |
Smart Choice Financial Planning Pty Ltd | 25/09/2020 | Surrender |
Steve Morris Financial Services Pty Ltd | 1/09/2020 | Surrender |
Steven Aspland | 1/09/2020 | Surrender |
Steven Robert Morris | 1/09/2020 | Surrender |
Suncorp Financial Services Pty Ltd | 25/09/2020 | Surrender |
The Purposeful Practice Pty Ltd | 25/09/2020 | Surrender |
The Trustee for My Alternative Trust | 1/09/2020 | Surrender |
The Trustee for Rancie Butler Financial Services Unit Trust | 1/09/2020 | Surrender |
The Trustee for Tastebudz Discretionary Trust | 1/09/2020 | Surrender |
The trustee for The Kara Trust | 25/09/2020 | Surrender |
The Trustee for the P J Bradford Trust | 1/09/2020 | Surrender |
Thiel Partners Wealth Managers Pty Ltd | 25/09/2020 | Surrender |
Tram Investments Pty Ltd | 1/09/2020 | Surrender |
Trevendy Pty Ltd | 1/09/2020 | Surrender |
Trevor Robert Andrew Marano | 1/09/2020 | Surrender |
William Thomas Crowe | 1/09/2020 | Surrender |
Windy Hill Financial Advice Pty Ltd | 1/09/2020 | Surrender |
Yi Qun Zhou | 25/09/2020 | Surrender |
Yvonne Bloemendaal | 1/09/2020 | Surrender |
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: |
06041970 Pty Ltd | 22/09/2020 | Company no longer meets registration requirements |
Colin David Kynoch | 22/09/2020 | Individual no longer meets registration requirements |
Keyplan Financial Architects Pty Ltd | 14/09/2020 | Failure to comply with the code of professional conduct |
Robin Bruce McKenzie | 14/9/2020 | 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