This licence authorises the licensee to carry on a financial services business to:
provide financial product advice 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; 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:
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 |
|---|---|---|
| Carolyn Hodge | 2013 | 2001 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2005 - RG 146 Compliance Program - Other - Kaplan Professional ~ 2007 - CPA Program - Graduate Certificate (AQF 8) - Certified Practising Accountants (CPA) Australia ~ 2013 - RG146 Life insurance Skills - - Kaplan professional |