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;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
debentures, stocks or bonds issued or proposed to be issued by a government;
securities; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Nigel Arthur Campbell | 2012 | 2012 - Bachelor of Arts/Bachelor of Business - - University of New England ~ 2012 - Diploma of Financial Planning - - Kaplan |
| Reuben Sachithanandan | 2018 | 2011 - Bachelor of Business (Professional Accounting) - - University of New England ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan |