This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
interests in managed investment schemes limited to:
time-sharing schemes only;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
time-sharing schemes only; and
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;
general insurance products;
interests in managed investment schemes limited to:
time-sharing schemes only; and
securities; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
Marriott Vacation Club Destinations, Australia" scheme (ARSN: 610 612 676),
a time-sharing scheme;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Glen Boucher | 2007 | 2014 - RG146 Timeshare and Holiday Ownership Education Program - Other - One Step Further |
| Shihang LI | 2022 | 2022 - RG146 - Other - Monarch Institute |
| Shijie Wang | 2019 | 2019 - RG146 Timeshare and Holiday Ownership Education Program - Other - One Step Further |
| Stephen Williams | 2007 | 2007 - RG146 - - One Step Further, International Institute of Excellence ~ 2017 - ULTIQA LIFESTYLE/Points Product - - ULTIQA Lifestyle |
| Xue Cai | 2016 | 2016 - Managed Investment Adviser (Personal Advice) - Other - Mentor Education |
| Zulmira Hatcher | 2022 | 2022 - RG146 - Other - Monarch Institute |