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: |
A.A. Gray's Financial Services Pty Limited | 17/12/2019 | Surrender |
A.C.N. 140 520 225 Pty Ltd | 17/12/2019 | Surrender |
Accord Financial Planners Pty Ltd | 17/12/2019 | Surrender |
Adam James Hadley | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Advice Advantage Pty Ltd | 17/12/2019 | Surrender |
Agile Financial Solutions Pty Limited | 17/12/2019 | Surrender |
Alfredo Emilio Poli | 17/12/2019 | Surrender |
Amoisj Pty Ltd | 17/12/2019 | Surrender |
Anderson Insurance Agencies Pty Ltd | 17/12/2019 | Surrender |
Anderson Planners Pty Ltd | 17/12/2019 | Surrender |
Andrea Chanelle Roberts | 17/12/2019 | Surrender |
Andrew Ian Cooper | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Andrew W Chubb Pty Ltd | 17/12/2019 | Surrender |
Andrew William Chubb | 17/12/2019 | Surrender |
Anthony John Rumble | 17/12/2019 | Surrender |
Beachstone Nominees Pty Ltd | 17/12/2019 | Surrender |
Becson Co Pty Ltd | 17/12/2019 | Surrender |
Belli Wealth Pty Ltd | 17/12/2019 | Surrender |
Bernard Martin Ervin | 17/12/2019 | Surrender |
Bill Rajab | 17/12/2019 | Surrender |
Bluestar Financial Consulting Pty Ltd | 17/12/2019 | Surrender |
Bojana Stefanovic | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Brett Anthony Surman | 17/12/2019 | Surrender |
Brian Atherton-Smith Pty Ltd | 17/12/2019 | Surrender |
Brian Smith | 17/12/2019 | Surrender |
Cash Accumulators & Protection Services Pty Ltd | 17/12/2019 | Surrender |
Chandelle Nominees Pty Ltd | 17/12/2019 | Surrender |
Christopher McCausland | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Christopher Varsamakis | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Christopher Vincent Godfrey | 17/12/2019 | Surrender |
CSF Financial Services Pty Limited | 17/12/2019 | Surrender |
CSF Pty Limited | 17/12/2019 | Surrender |
Daniel John Stranieri | 17/12/2019 | Surrender |
Daniel Joseph Vallone | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Daniel Luke Hollett | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
David A Harris Pty Ltd | 17/12/2019 | Surrender |
David Curry | 17/12/2019 | Surrender |
DCA Financial Solutions Pty Ltd | 17/12/2019 | Surrender |
Dencorp Planning Services Pty Ltd | 17/12/2019 | Surrender |
Discover Wealth Group Pty Ltd | 17/12/2019 | Surrender |
DK Financial Partners Pty Ltd | 17/12/2019 | Surrender |
Donald Swanborough | 17/12/2019 | Surrender |
E3 Eco Pty. Ltd. | 17/12/2019 | Surrender |
EP Holdings Australia Pty Ltd | 17/12/2019 | Surrender |
Evan Michael Salt | 17/12/2019 | Surrender |
Fiona Ann Ireland | 17/12/2019 | Surrender |
Fox Wealth Solutions Pty Ltd | 17/12/2019 | Surrender |
Futurewise Financial Planning Pty Ltd | 17/12/2019 | Surrender |
G2 Wealth Pty Ltd | 17/12/2019 | Surrender |
Gavin De Sylva | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Gavin Latz | 17/12/2019 | Surrender |
Geoffrey Leigh Warwick | 17/12/2019 | Surrender |
George Maris | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Gerard Andrew Ball | 17/12/2019 | Surrender |
Global Pacific Holdings Pty Ltd | 17/12/2019 | Surrender |
Go West Financial Group Pty Ltd | 17/12/2019 | Surrender |
Greg Walker Financial Planning Pty Ltd | 17/12/2019 | Surrender |
Gregory Paul Jones | 17/12/2019 | Surrender |
Gregory Walker | 17/12/2019 | Surrender |
Guy Bernard Athol Fisher | 17/12/2019 | Surrender |
Hage & Harris Financial Solutions Pty Ltd | 17/12/2019 | Surrender |
Heather Jane Brosnan | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Hoa Tran | 17/12/2019 | Surrender |
Ian Bostock | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Insight Planners Pty Limited | 17/12/2019 | Surrender |
J.S Felman & L Hayman | 17/12/2019 | Surrender |
Jacqueline Claire Morrow | 17/12/2019 | Surrender |
Jacqueline Ruth Hunter | 17/12/2019 | Surrender |
Jeffrey Colin Chignell | 17/12/2019 | Surrender |
Jeffrey Michael Hassan | 17/12/2019 | Surrender |
Jessica Paige Hall | 17/12/2019 | Surrender |
John Baggott | 17/12/2019 | Surrender |
John David Clayton | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
John Robert Harold Doonan | 17/12/2019 | Surrender |
Joshua John Marley | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Judd Harron O'Shea | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Julia Margaret Noye | 17/12/2019 | Surrender |
Justine Amber Lafferty | 17/12/2019 | Surrender |
Karl Ake Huss | 17/12/2019 | Surrender |
Karl Hunting | 17/12/2019 | Surrender |
Keljohann Pty Ltd | 17/12/2019 | Surrender |
Kevin John Blacket | 17/12/2019 | Surrender |
Kevin Wayne Spencer | 17/12/2019 | Surrender |
Kingston Financial Services Pty Ltd | 17/12/2019 | Surrender |
Kristina Margriet De Vries | 17/12/2019 | Surrender |
L & J Copperfield & Assoc Pty Ltd | 17/12/2019 | Surrender |
Lambert Investments Brisbane Pty Ltd | 17/12/2019 | Surrender |
Laurence Hearne Financial Services Pty Limited | 17/12/2019 | Surrender |
Leanne Yvonne Mcdonald | 17/12/2019 | Surrender |
Leigh Norman Byron | 17/12/2019 | Surrender |
Leo Financial Group Pty Ltd | 17/12/2019 | Surrender |
Leslie Keith Howard | 17/12/2019 | Surrender |
Life Stages Financial Strategies Pty Ltd | 17/12/2019 | Surrender |
Lincoln Scrymgeour | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Lisa Duggan Services Pty Ltd | 17/12/2019 | Surrender |
LMC Financial Services Pty Ltd | 17/12/2019 | Ceased to Exist |
Louise Valerie Pfeiffer | 17/12/2019 | Surrender |
Luciana Benita Wagg | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Macarthur Browns Pty. Limited | 17/12/2019 | Surrender |
Mahrianne Haughey | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Mansea Pty Limited | 17/12/2019 | Surrender |
Margot Bull | 17/12/2019 | Surrender |
Mark Conrad Regan | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Mark Duncan Ambrose | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Martin Anthony Van Eyk | 17/12/2019 | Surrender |
Martin Bruce Wheeler | 17/12/2019 | Surrender |
Martin Hugh Dunlop | 17/12/2019 | Surrender |
Matthew Errol Noferi | 17/12/2019 | Surrender |
Metis Wealth Management Pty Ltd | 17/12/2019 | Surrender |
Michael Anthony Blyton | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Michael Francis | 17/12/2019 | Surrender |
Michael James Langtry | 17/12/2019 | Surrender |
Michael James Mcnee | 17/12/2019 | Surrender |
Michelle April Morgan | 17/12/2019 | Surrender |
MJZ Pty Ltd | 17/12/2019 | Surrender |
Money Intelligence Finance Pty Ltd | 17/12/2019 | Surrender |
Murray Gordon Hills | 17/12/2019 | Surrender |
Nikolas Steven Preece | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Ocean Road Wealth Pty Ltd | 17/12/2019 | Surrender |
Old OFG Pty Ltd | 17/12/2019 | Surrender |
Ormiston Martin Pty Ltd | 17/12/2019 | Surrender |
Paul Spinelli & Associates Pty Ltd | 17/12/2019 | Surrender |
Peita Jayne Richards | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Peter Terzievski | 17/12/2019 | Surrender |
Peter William Lane | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Pfeiffer Crawford Financial Services Pty Ltd | 17/12/2019 | Surrender |
Plan For Wealth Pty Ltd | 17/12/2019 | Surrender |
PMAFP Pty Ltd | 17/12/2019 | Surrender |
Poh Sum Lim | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Potts & Schnelle Pty Ltd | 17/12/2019 | Surrender |
Professional Retirement Advice Pty Limited | 17/12/2019 | Surrender |
Prue Ellen Hyland | 17/12/2019 | Surrender |
QIS Financial Services Pty Ltd | 17/12/2019 | Surrender |
Rachael Appleby Fischer | 17/12/2019 | Surrender |
Rajab Solutions Pty Ltd | 17/12/2019 | Surrender |
Rhianna Lynne Jamieson | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Richard Condon | 17/12/2019 | Surrender |
Richard Maddocks Morton | 17/12/2019 | Surrender |
Robert Bayntun Starky | 17/12/2019 | Surrender |
Robert James Ashby | 17/12/2019 | Surrender |
Robert William Baxter | 17/12/2019 | Surrender |
Rodney Phillip McGrath | 17/12/2019 | Surrender |
Rohan Thomas Varghese | 17/12/2019 | Surrender |
Russell Harrower | 17/12/2019 | Surrender |
Ryan Anthony Monaghan | 17/12/2019 | Surrender |
S.M.J. McDonald Pty Ltd | 17/12/2019 | Surrender |
Sandra Kay Wills | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Say Moy Kok | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Scott Dodgshun | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
SFGW Pty Ltd | 17/12/2019 | Surrender |
SMSF Prophets Pty Ltd | 17/12/2019 | Surrender |
Sony Jufri | 17/12/2019 | Surrender |
Squarecorp Pty Ltd | 17/12/2019 | Surrender |
Stacey Conlan | 17/12/2019 | Surrender |
Stephen Darren Kelly | 17/12/2019 | Surrender |
Stephen Matthew Smallcalder | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Steven Vrckoski | 17/12/2019 | Surrender |
Stewart Symonds & Partners Pty Ltd | 17/12/2019 | Surrender |
Straight Forward Financial Planning Pty. Ltd. | 17/12/2019 | Ceased to Exist |
Tania Louise Sciancalepore | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
Terence Michael Michael Ryan | 17/12/2019 | Surrender |
Terence Paul Marny | 17/12/2019 | Individual ceased to meet one of the tax practitioner requirements |
The Trustee For Dermer Family Trust | 17/12/2019 | Surrender |
The Trustee for the Life & Benefits Trust | 17/12/2019 | Surrender |
Third Sector Advantage Pty Ltd | 17/12/2019 | Ceased to Exist |
Thomas Schubert | 17/12/2019 | Surrender |
Tomcan Pty Limited | 17/12/2019 | Surrender |
Travlos Professional Group Pty Ltd | 17/12/2019 | Surrender |
TWA Financial Planning Pty Ltd | 17/12/2019 | Surrender |
Vivien Wong | 17/12/2019 | Surrender |
Wayne Charles Moriarty | 17/12/2019 | Surrender |
Wendy Michelle Chapman | 17/12/2019 | Surrender |
Wiggins Financial Services Pty Ltd | 17/12/2019 | Surrender |
William George Bishop | 17/12/2019 | Surrender |
William Joseph Owen | 17/12/2019 | Surrender |
WSC Group - Aust Wealth Management Pty Ltd | 17/12/2019 | 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: |
CMH Financial Group Pty Ltd | 11/12/2019 | 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