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 limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products; and
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
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Brett Gregory Lethborg | 2018 | 2004 - Bachelor of Commerce - - University of Southern Queensland ~ 2018 - Deposit Products and Non-cash Payment Facilities - - Financial Education Professionals ~ 2018 - General Insurance - - Financial Education Professionals ~ 2018 - Life Insurance - - Financial Education Professionals ~ 2018 - RG 146 Super and SMSF - - Financial Education Professionals |
| Damien James Beechey | 2017 | 1996 - BACHELOR OF COMMERCE (MAJOR IN ACCOUNTING) - - DEAKIN UNIVERSITY ~ 2004 - GRADUATE DIPLOMA IN TAXATION LAW - - UNIVERSITY OF MELBOURNE ~ 2017 - ACCOUNTANTS ESSENTIAL ADVICE - - INTEGRITY EDUCATION ~ 2017 - GENERAL INSURANCE & DEPOSIT PRODUCTS - - FINANCIAL EDUCATION PROFESSIONALS ~ 2017 - LIFE INSURANCE - - FINANCIAL EDUCATION PROFESSIONALS |
| Daniel James Allison | 2017 | 1995 - Bachelor of Commerce - - University of Melbourne ~ 2017 - Accountants Essential Advice - - Integrity Education ~ 2017 - Deposit Products and Non-Cash Payment Facilities - - Financial Education Professionals ~ 2017 - General Insurance - - Financial Education Professionals ~ 2017 - Life Insurance - - Financial Education Professionals |
| Fikreta Skopljak | 2017 | 2004 - Bachelor of Business ( Accounting) - - Victoria University ~ 2016 - Accountants Essential Advice - - Integrity Education ~ 2016 - Deposit Products and Non-Cash Payment Facilities - - Financial Education Professionals ~ 2016 - General Insurance ( Tier 2) - - Financial Education Professionals ~ 2016 - Life Insurance - - Financial Education Professionals |