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 | Bachelor of Arts/Bachelor of Business - University of New England ~ Diploma of Financial Planning - Kaplan |
| Reuben Sachithanandan | 2018 | Bachelor of Business (Professional Accounting) - University of New England ~ Diploma of Financial Planning - Kaplan |