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 arrange for another person to apply for, acquire, vary or dispose of a financial product 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 |
|---|---|---|
| Prasanth Radhakrishnan | 2018 | 2017 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Monash University ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Steven Kostovski | 2008 | 2001 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University of Technology ~ 2008 - Diploma of Financial Services (Financial Planning) (FNS50804) - Diploma (AQF 5) - PS 146 Training Australia ~ 2026 - Super Concepts Specialist SMSF Online Course - Other - The University of Adelaide/ Super Concepts |