This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
life products limited to:
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; 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:
life products limited to:
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; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Hamish Ian Rankin | 2003 | 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University |
| Joshua Wilson | 1995 | 2001 - Masters of Business Administration - - Griffith University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University |