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 |
|---|---|---|
| Benjamin Champion | 2023 | RG146 - Foundations & Investments - Monarch Institute |
| Craig Daniel Cunnington | 2021 | RG146 - Monarch Institute |
| Glen Boucher | 2007 | RG146 Timeshare and Holiday Ownership Education Program - One Step Further |
| Jamal Ashiq | 2016 | RG146 Timeshare and Holiday Ownership Education Program - One Step Further |
| James John LE Maitre | 2023 | RG146 - Foundations & Investments - Monarch Institute |
| Joseline Barrios Camacho | 2016 | RG146 - Monarch Institute ~ RG146 Education Program - One Step Further |
| Paris Finch | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Riste Kitanovski | 2018 | RG146 Timeshare and Holiday Ownership Education Program - One Step Further |
| Shihang LI | 2022 | RG146 - Monarch Institute |
| Shijie Wang | 2019 | RG146 Timeshare and Holiday Ownership Education Program - One Step Further |
| Simon Douglas Moss | 2016 | RG146 Timeshare and Holiday Ownership Education Program - One Step Further |
| Stephen Williams | 2007 | RG146 - One Step Further, International Institute of Excellence ~ ULTIQA LIFESTYLE/Points Product - ULTIQA Lifestyle |
| Tyler Parker | 2022 | RG146 - Monarch Institute |
| Xue Cai | 2016 | Managed Investment Adviser (Personal Advice) - Mentor Education |
| Zulmira Hatcher | 2022 | RG146 - Monarch Institute |