This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
general insurance products;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
general insurance products;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Alison Grace Fischer | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner - Financial Advice Association Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Brendan James Krone | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Applied Finance & Investment - Securities Institute (Kaplan Professional) |