This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Hui XU | 2011 | 2011 - CPA Program - - CPA Australia ~ 2016 - Public Practice Program - - CPA Australia ~ 2017 - Accountants Self Managed Superannuation Funds package - - Kaplan Professional ~ 2020 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional |