This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice for the following classes of financial products:
general insurance products;
interests in managed investment schemes limited to:
own managed investment scheme only; and
securities;
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
securities; 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;
deposit products other than basic deposit products;
general insurance products;
interests in managed investment schemes limited to:
own managed investment scheme only; and
securities; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
Australian Forestry Management 2005 Land Trust" scheme (ARSN: 113 211 019),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry;
Australian Forestry Management 2005 Plantation Investment" scheme (ARSN: 113 211 313),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry;
Australian Forestry Management 2004 Plantation Investment" scheme (ARSN: 108 943 193),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry; and
Australian Forestry Management 2004 Land Trust" scheme (ARSN: 108 942 981),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
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