This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation;
to retail clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Carolyn Jane Baker | 2004 | 2004 - Financial Advising - Superannuation PS146 - - The strategist Group/Kaplan ~ 2020 - FASEA EXAM PASS - Other - FASEA ~ 2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University |