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;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
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);
securities; 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;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
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);
securities; and
superannuation;
to retail clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Ian Matthew Kebblewhite | 2012 | 1998 - Bachelor of Applied Science (Sport Management/Sport Science) - Partial Completion - Bachelor Degree (AQF 7) - University of Western Sydney ~ 1999 - Bachelor of Business (Part Time) - Partial Completion - Bachelor Degree (AQF 7) - Griffith University ~ 2002 - Diploma of Financial Planning - Module 1 (D.F.P. 1) - Diploma (AQF 5) - Australian Institute of Financial Studies ~ 2003 - MIAA Compliance Essentials Examination - Other - MIAA (now MFAA, Mortgage and Finance Association of Australia) ~ 2003 - MIAA Privacy Act Examination - Other - MIAA (now MFAA, Mortgage and Finance Association of Australia) ~ 2003 - MIAA Uniform Consumer Credit Code Examination - Other - MIAA (now MFAA, Mortgage and Finance Association of Australia) ~ 2005 - Diploma of Financial Services (Financial Planning) - - TAFE Queensland - Gold Coast Institute of TAFE ~ 2005 - Financial Reporting, Financial Accounting, Analysis and Interpretation of Financial Statements - Other - Securities Institute ~ 2005 - Mortgage Credit Analysis, Property Valuations, Business Credit Analysis, General Credit Issues - Other - Securities Institute ~ 2006 - Bachelor of Business (Financial Planning) - Partial Completion; 11 Subjects Completed - - RMIT University ~ 2006 - Certificate III in Financial Services - Certificate (AQF 1-4) - Westpac Banking Corporation (Nationally Recognised Training) ~ 2010 - Certificate IV in Financial Services (Finance / Mortgage Broking) - - AAMC Training Group ~ 2012 - Real Estate Agent Licence, Certificate IV in Property Services - Real Estate - Certificate (AQF 1-4) - NSW Real Estate Training College ~ 2013 - Diploma of Finance and Mortgage Broking Management - - The National Finance Institute ~ 2016 - Statement of Attainment - RG146.44 Self-Managed Superannuation Funds - - Financial Education Professionals |