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:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Andrew Bruce Black | 2015 | Advanced Financial Planning - Kaplan ~ Advanced Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Lisa Kaye Varker | 2004 | Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd |
| Mark Rees | 1979 | Diploma of Financial Services (Financial Planning) - Integratec |