This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life 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
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;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; 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:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life 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
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;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Alexander Ilievski | 2005 | 2000 - Bachelor of Economics (Economics and Finance) - - University of New South Wales ~ 2003 - Graduate Diploma of Financial Planning - - Securities Institute of Australia ~ 2005 - Certified Financial Planner - - Financial Planning Association of Australia Limited |
| Chris Charalambous | 2014 | 2011 - Bachelor of Economics (Economics and Finance) - - The University Of New South Wales ~ 2014 - Diploma of Financial Planning - - Integrity Education Group ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education |
| Joseph Mattar | 2013 | 2009 - Bachelor of Commerce / Bachelor of Laws - - Deakin University Australia ~ 2012 - Graduate Diploma of Legal Practice - - The College of Law Limited ~ 2013 - Diploma of Financial Planning - - International Institute of Technology |