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;
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;
securities; 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;
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;
securities; and
superannuation;
to retail clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Darin Trounce | 2015 | 2015 - Diploma of Financial Planning - - Investment Banking Institute |
| Justin Lennox Doyle | 2007 | 1999 - Bachelor of Business - - Griffith University ~ 2000 - Bachelor of Psychology with honours - - Griffith University ~ 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan |
| Renee Ann Gamble | 2003 | 2006 - Certificate IV in Business (Marketing) - - Quality Training Solutions ~ 2007 - Diploma of Financial Services (Financial Planning) - - Tirbeca ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2017 - SMSF Specialist - Professional Designations - SMSFA ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |