This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice only, for the following classes of financial 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;
interests in managed investment schemes including:
investor directed portfolio services; and
superannuation;
to wholesale clients.
| Name | First provided advice | Qualification and trainings |
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