This licence authorises the licensee to carry on a financial services business to provide financial service(s) limited to:
Provide financial product advice limited to personal and general financial product advice limited to:
basic deposit products to retail and wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;
life products limited to investment life insurance products to retail and wholesale clients;
life products limited to life risk insurance products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
retirement savings accounts to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
Deal in a financial product limited to apply for, acquire, vary or dispose of a financial product on behalf of another person limited to:
basic deposit products to retail and wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;
life products limited to investment life insurance products to retail and wholesale clients;
life products limited to life risk insurance products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
retirement savings accounts to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Eleonor Klopsch | 1992 | 1991 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University ~ 2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2010 - ASX Listed Products Accreditation - - Alpha Structured Investments / ASIC ~ 2011 - Accredited Estate Planning Specialist - - University of Technology, Sydney / Financial Planning Association ~ 2017 - SuperConcepts & ICFS Specialist SMSF course - Other - The University of Adelaide/SuperConcepts |