This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
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;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Adam Camac | 2012 | 2006 - Bachelor of Business - - Queensland University of Technology ~ 2008 - Graduate Certificate in Financial Planning - - Kaplan Professional Education ~ 2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Adam Christopher Hurwood | 2000 | 1998 - Bachelor of Commerce - - University of Queensland ~ 2000 - Certified Financial Planner - - Deakin University ~ 2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Brett David Moxey | 2009 | 2006 - Bachelor of Commerce (Financial Planning and Investments) - - Griffith University ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2014 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Jamie Leonard Eames | 0 | 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan |
| Janik Hrabovcak | 2016 | 2008 - Bachelor of Commerce - Financial Planning - - Griffith University ~ 2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Rebecca Lisa Faiers | 2024 | 2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Western Sydney University ~ 2023 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia |