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:
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 |
|---|---|---|
| Robert John Moylan | 2018 | Accountants Essential Advice (RG 146 Compliant) - Integrity Education Group ~ Bachelor of Commerce - University of Western Sydney ~ Masters of Taxation Law - University of Techology |
| Stephen Michael Jankelowitz | 2005 | Accountants SMSF Package (RG146 Compliant) - Kaplan Professional ~ Bachelor of Commerce - University of South Africa ~ Certificate of Public Practice - Chartered Accountants Australia and New Zealand |