The TPB have published a very useful resource for Tax Financial Advisers who need to renew their license.
The key steps in the process are:
- Determine your representative status
- Review the required qualification and relevant experience
- Determine if a board approved course for tax (financial) advisers is required to be completed – Applied Education’s unit and course guide can be found here
- Ensure you have suitable PI insurance
- Ensure sufficient suitable professional development education
- Check if you meet the fit and proper person requirements
TPB Renewal Information for Tax Financial Advisers
| Date first registered | Registration expiry date | Latest date renewal application is due* |
| July 2014 to December 2014 | 31 January 2018 | 1 January 2018 |
| January 2015 to June 2015 | 31 October 2017 | 1 October 2017 |
| July 2015 to December 2015 | 31 July 2017 | 1 July 2017 |
An invitation to renew a registration will be sent about 60 days before the current registration
expires using the latest contact details on record with the TPB.
Meet the Education requirements by completing Applied Education’s unit and course guide for Tax Financial Advisers