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 | Bachelor of Commerce (Accounting & Business Law) - Curtin University of Technology ~ Diploma of Financial Planning - Pinnacle Financial Services Academy |
| Giuseppe Gangemi | 2006 | Bachelor of Business - WA Institute of Technology ~ Diploma of Financial Services - Securities Institute |