Disciplinary outcome: Rosemarie Clarke
Order by consent
In the matter of
Mrs Rosemarie Clarke FMAAT
Business name
Charisma Accountants & Business Advisors Limited
Membership number
131478
Date
19 June 2025
Misconduct
- She failed to hold clients’ money in accordance with AAT’s Clients Money Policy.
- She provided computerised accountancy system services to one or more clients without being appropriately licensed by AAT to do so.
Finding
By reason of the conduct set out in the Allegations above, Rosemarie Clarke is guilty of misconduct pursuant to Article 21 of AAT’s Articles of Association.
Order
The Investigation Team orders that Rosemarie Clarke be:
- Reprimanded for a period of two years
- Fined £1000.00
Consent
The decision of the Investigations Team shall stand as an Order of the Association pursuant to Regulations 5.2 and 5.3 of the Disciplinary Regulations.
