This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
interests in managed investment schemes limited to:
own managed investment scheme only;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
own managed investment scheme only; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products; and
general insurance products; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
Accor Vacation Club" scheme (ARSN: 094 718 108),
a time-sharing scheme;
to retail clients.
Name | First provided advice | Qualification and trainings |
---|---|---|
Amit Ram | 2015 | RG146 Foundation Course - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
Andrej Bucko | 2006 | RG146 Timeshare and Holiday Ownership Education Program - One Step Further International Institute of Excellence ~ Timeshare & Holiday Ownership Education Program - One Step Further |
Brett George Pickering | 2022 | RG146 Foundation Course - Monarch Institute |
Carlson Cleigh Lim | 2017 | RG146 Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
Carly Anne Proctor | 2004 | RG146 Foundations - Monarch Institute ~ RG146 Investments - Monarch Institute ~ RG146 Timeshare and Holiday Ownership Education Program - Griffith University |
David James Patchen | 2003 | RG146 Foundations - Monarch Institute |
Francesco Zoccali | 2012 | Timeshare & Holiday Ownership Education Program - One Step Further |
Joanne Smith | 2012 | RG146 Timeshare and holiday ownership education program - one step further |
Kim Louise Ford | 2022 | RG146 Foundation Course - Monarch Institute |
Lance Vivian Imeson | 2022 | RG146 Foundation Course - Monarch Institute |
Paul Arthur Newson | 2023 | RG146 Foundations - Monarch Institute ~ RG146 Investments - Monarch Institute |
Paul Newson | 2004 | RG146 Foundations - Monarch Institute ~ RG146 Investments - Monarch Institute |
Paul Phillip Sutton | 2007 | RG146 Timeshare & Holiday Ownership Education Program - One Step Further International Institute of Excellence |
Petrus Gideon Maas | 2008 | RG146 Foundation Course - Monarch Institute ~ RG146 Timeshare and holiday ownership education program - One Step Further |
Ravi Narula | 2011 | RG146 Timeshare & Holiday Ownership Education Program - One Step Further International Institute of Excellence |
Samuel Geoffrey Joseph Amey | 2017 | RG146 Timeshare Holiday Ownership Education Program - One Step Further |
Sarah Ellise Miles | 2006 | RG146 Timeshare & Holiday Ownership Education Program - Griffith University ~ RG146 Timeshare & Holiday Ownership Upgrade - One Step Further ~ Timeshare & Holiday Ownership Education Program - One Step Further |
Stephen Roberts | 2009 | RG146 Timeshare & Holiday Ownership Education Program - One Step Further International Institute of Excellence |
Steven Michael Prince | 2006 | RG146 Foundations - Monarch Institute ~ RG146 Timeshare & Holiday Ownership Education Program - Griffith University ~ Timeshare & Holiday Ownership Education Program - One Step Further |
Tanya Young | 2004 | RG146 Timeshare & Holiday Ownership Education Program - Griffith University |