This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Jemma Claire Sanderson | 2010 | Certified Financial Planner - Deakin University / FPA ~ Chartered Tax Adviser - Taxation Institute of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Advisers Examination - FASEA/ACER ~ SMSF Specialist Adviser - SMSF Association |
| Lindzee-kate Tagliaferri | 2018 | Bachelor of Business (Accounting & Public Practice) - Edith Cowan University ~ Financial Advisers Examination - FASEA/ASIC ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Marissa Yasmin Bernadette Bechta | 2008 | Bachelor of Commerce - Curtin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Advisers Examination - FASEA/ACER ~ SMSF Specialists Advisor Accreditation - SPAA ~ Securities Institute of Australia - ASIC PS146 Teir 1 |
| Michelle Cherie Saunders | 2008 | ASFA Diploma in Super - Macquarie University ~ ASIC PS 146 (Tier 1) - RMIT University ~ CFP Professional Education Program - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Advisers Examination - FASEA/ACER |