This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
general insurance products;
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; 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:
general insurance products;
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; and
superannuation;
to retail clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Benjamin Joseph Jowett | 2003 | 2004 - Diploma of Financial Planning - - Financial Services Training & Assessment P/L ~ 2005 - Cert IV Finance & Mortgage Broking - - Australian College ~ 2006 - Bachelor of Business - - LaTrobe University |