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 | Certificate IV in Financial Planning - Kaplan ~ Diploma in Business Studies - Christchurch College of Education ~ Diploma in Management - Christchurch College of Education ~ Insurance Associate - ANZIIF |
Joshua Wilson | 1995 | Affiliate - ANZIIF ~ Diploma of Financial Services - Integratec ~ Graduate Diploma of Financial Planning - Deakin University ~ Masters of Business Administration - Griffith University |