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 limited to:
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:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
life products limited to:
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 |
|---|---|---|
| Michael John Oates | 2004 | 1978 - Bachelor of Business - Accountancy - - Queensland University of Technology ~ 1994 - Diploma of Superannuation Management - - Association of Superannuation Funds Australia ~ 1999 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2015 - SMSF Specialisation Course - - UNSW Australia |