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 |
|---|---|---|
| Aleksej Lukashenok | 2011 | 2001 - Bachelor of Commerce - - University of Southern Queensland ~ 2004 - Graduate Diploma in Personal Financial Planning - - University of Southern Queensland ~ 2009 - Master of Business (Personal Financial Planning) - - University of Southern Queensland ~ 2018 - Certified Financial Planner - - Financial Planning Association |
| Catherine Anne Hubner | 2016 | 2012 - Certificate IV in Accounting - - TAFE Queensland ~ 2015 - Advanced Diploma of Financial Planning - - International Institute of Tehnology ~ 2015 - Diploma of Financial Planning - - International Institute of Tehnology ~ 2021 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University |
| Jeffrey William Lemin | 1999 | 1998 - Bachelor of Commerce - - University of Queensland ~ 2000 - Diploma of Financial Planning - - Deakin University ~ 2002 - Certified Financial Planner Education Program - - Deakin University |