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Home  »  About us  »  Governance  »  Institute of Financial Professionals

Taxpayers Australia Limited T/A Institute of Financial Professionals Australia 


  • Board and governance
  • Governance documents
    • AGM 2023 (member access only)
    • Constitutions and By Laws
    • Annual Financial Statements (member access only)
    • Charters and Policies (member access only)
    • TAL meeting of members (member access only)
    Further information
  • Meet the team


Board and governance

Taxpayers Australia Limited, trading as the Institute of Financial Professionals Australia, is a public company limited by guarantee, registered under the Corporations Act 2001. It is governed by a Board of five directors. Each Member Director serves a term of four years.

Members of the board


 
    Stephen Ware 
President and chair
B Fin Admin, ICSA Diploma Corporate Management, JP
Director and Secretary of Taxpayers Research Foundation Limited (TRFL) and Member of the Research Committee
Executive Director of the Australian Environmental Pest Management Association
 


  Terry Blenkinsop 
Vice-President
B.Bus, FCA, CTA, F Fin, CPA, AIMM, FTPA (TAX)
Immediate Past Chairman of HLB International – Asia Pacific Region

 
    Mark Dodds 
Treasurer
B.Bus (Acct), CPA, CTA, FTPA (TAX), Registered Tax Agent, Financial Planner & Authorised Representative of Count Financial Limited
Director of TAI Practitioners & Advisers Ltd
Director of World Taxpayers Associations
Director of Asia Pacific Taxpayers Union
 

 
    Caroline Banhidy 
BEc (Hon), MBA (Melb), GAIST, MAICD
Director of Club Solutions Australia Pty Ltd (T/A Oxil.io)
Non-Executive Director and Deputy Chair of Foresters Financial and Chair of the Risk Committee

 
    Kurtis Alaeddin
MCOMM, FIPA, FTPA(Tax), MAICD, B. Bus (Acct), Tax Agent, JP.
Director of TAI Practitioners & Advisors Ltd and Member of the Ethics Committee.
Director of The Taxpayers Research Foundation Limited. Member of the Research Committee.

 
  Phil Broderick
BSc, LLB, MTax, CTA, SMSF Specialist Adviser (SSA)
Principal at Sladen Legal
Member – ATO Superannuation Industry Stewardship Group (SISG) and Superannuation Industry Relationship Network (SIRN)

 
  Scott Heathwood
MA, MBA, LLM
Director, Lifestyle Asset Management Pty Ltd
Director Lifestyle Property Wealth Pty Ltd and Lifestyle Tax & Accounting Pty Ltd
Director, Stonewall Capital Pty Ltd
Director, Wealthy & Wise Lifestyle Planning Pty Ltd
Director, Investment Property Warehouse Pty Ltd
Director, Gallipoli Memorial Club

Governance documents

Taxpayers Australia T/A the Institute of Financial Professionals Australia has governance documents that members and the general public may access:

 AGM 2023 (member access only)
 
 CONSTITUTIONS AND BY LAWS
     TAL Constitution at 11 March 2022
 By Laws 
      TAL By-law 1 Cancellation of Membership  
      TAL By-law 2 Life Membership  
      TAL By-law 3 Committees and Delegates  
      TAL By-law 4 Divisional Councils  
      TAL By-law 5 Election of Directors  
 
 ANNUAL FINANCIAL STATEMENTS (member access only)
 
 CHARTERS and POLICIES (member access only)
 
 TAL MEETING OF MEMBERS (member access only)
 
 

Further information

If you require any further information please contact our Corporate Governance Consultants at Clear Sky Blue, info@csbcorpservices.com



Meet the team

.
Management

Pippa McKee
CEO / Company Secretary

Neville Birthisel
Head of Tax Technical

Natasha Panagis
Head of Superannuation & Financial Services
Ky Wilson
Head of Marketing & Membership

.
Technical Services

Kirk Wilson
Tax Specialist
Frank Drenth
Tax Specialist 
Fiona Lucariello
Tax Specialist 
Gabi Rusu
Superannuation Specialist
     


Membership Services

Cindy West
Senior Membership
Services Officer
Belinda Rudnew
Membership Services






Marketing & Communications

Leonnie Gleeson
Publishing &
Marketing Officer    

Keri-Ann Alweyn
Marketing Coordinator


 

.
Finance & Administration

Vincent Willatgamuwa
Senior Management Accountant
.
Winnie Wen
Financial / Management Accountant   
.
Bill Clancy
IT/CRM 


Tamara Barr
Corporate Governance
(Clear Sky Blue)
.

About Us
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Level 14, 330 Collins St
Melbourne Victoria 3000
PO Box 226, Flinders Lane, VIC 8009
Tel: (03) 8851 4555
Email: [email protected]
ACN 075 950 284
ABN 96 075 950 284
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