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;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; 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;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Anuj Shangle | 2004 | Master of Business Administration - Edith Cowan University |
| Benjamin Paul Cranage | 2000 | CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Latrobe University |
| Dewmi Pathirana | 0 | Bachelor Commerce Majoring in Commercial Law and Financial Planning - Deakin University |
| Glenn Bernard Considine | 1995 | Advanced Diploma - Financial Planning - Deakin ~ Bachelor Degree - Commerce - Deakin University Geelong |
| Jeremy Beaumont | 2017 | Diploma of Financial Planning - Mentor |
| Laura Jayne Cranage | 2012 | Advanced Diploma - Financial Planning - Kaplan ~ Diploma - Financial Planning - Kaplan |
| Petru Bradea | 2017 | Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute |
| Samuel Patrick Cranage | 2003 | CFP - Certified Financial Planner - Financial Planning Association of Australia |
| Timothy Carrigg | 1998 | CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Business - Swinburne Institute of Technology ~ Diploma - Financial Planning - Deakin University ~ Other - SMSF Adviser (Specialist) - SMSF Association |