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;
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;
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 |
|---|---|---|
| Shane Debernardi | 2015 | 2014 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Latrobe Uni ~ 2018 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia |
| Suzannah Gilardi | 2021 | 2003 - Bachelor of Arts - Chinese/Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2013 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association |