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;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Belinda Morgan | 2015 | 1999 - Bachelor of Commerce (Accounting & Business Law) - - Curtin University of Technology ~ 2015 - Diploma of Financial Planning - - Pinnacle Financial Services Academy |
| Giuseppe Gangemi | 2006 | 1981 - Bachelor of Business - - WA Institute of Technology ~ 2004 - Diploma of Financial Services - - Securities Institute |