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 | 2004 - Certified Financial Planner - - Deakin University / FPA ~ 2005 - SMSF Specialist Adviser - - SMSF Association ~ 2014 - Chartered Tax Adviser - - Taxation Institute of Australia ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Financial Advisers Examination - Other - FASEA/ACER |
| Lindzee-kate Tagliaferri | 2018 | 2012 - Bachelor of Business (Accounting & Public Practice) - - Edith Cowan University ~ 2018 - RG146 - Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals ~ 2020 - Financial Advisers Examination - Other - FASEA/ASIC |
| Marissa Yasmin Bernadette Bechta | 2008 | 1996 - Bachelor of Commerce - - Curtin University ~ 2005 - SMSF Specialists Advisor Accreditation - - SPAA ~ 2005 - Securities Institute of Australia - - ASIC PS146 Teir 1 ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Financial Advisers Examination - Other - FASEA/ACER |
| Michelle Cherie Saunders | 2008 | 1995 - ASFA Diploma in Super - - Macquarie University ~ 2000 - CFP Professional Education Program - - FPA ~ 2003 - ASIC PS 146 (Tier 1) - - RMIT University ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Financial Advisers Examination - Other - FASEA/ACER |