This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products;
simple managed investment schemes;
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Joshua Pearson | 2016 | 1999 - Bachelor of Business - - Victoria University ~ 2016 - SMSF Personal Advice Solution - - Pinncale |
| Julie Gooding | 2016 | 2008 - Bachelor of Accounting - - Adeladie University ~ 2016 - Accountants RG146 Solution - - Pinnacle |
| Rhys Limbrick | 2016 | 2002 - Bachelor of Commerce - - Deakin University ~ 2016 - Accountants Self Managed Superannuation Funds Package - - Kaplan |
| Scott Canobie | 2016 | 2003 - Bachelor of Business in Accounting - - Swinburn University of Technology ~ 2016 - Accountants RG146 Solution - - Pinnacle |
| Timothy Brian Wong Fok Lung | 2018 | 2017 - Bachelor of Commerce - - University of Melbourne ~ 2018 - RG146 Accountants Essential Advice - - Integrity Education gGroup ~ 2018 - SMSF Core Course - - DBA ~ 2021 - FASEA (Financial Planning) Exam - Other - FASEA |