This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
superannuation; and
deal in a financial product by:
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;
deposit products other than basic deposit products;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Stephen Peter Weinstein | 1999 | 2001 - Diploma of Financial Markets - - Securities Institute Education ~ 2002 - Certified Financial Planner Program (CFP) - - Financial Planning Association of Australia ~ 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2004 - Self Managed Superannuation Funds - - Tribeca Learning ~ 2006 - ASX Listed Products Accreditation Course - - Savings Factory/ASX |