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 limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Damien Burke | 2016 | 2003 - Bachelor of Business (Accounting) - - Royal Melbourne Institute of Technology ~ 2009 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants ~ 2014 - Certificate of Public Practice - - Institute of Chartered Accountants ~ 2016 - Financial Planning Certificate - - Kaplan Education Pty Ltd ~ 2016 - Superannuation and SMSFs - - Kaplan Education Pty Ltd |
| Hercules Koustas | 2016 | 1988 - Bachelor of Economics - - Monash University ~ 1992 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants ~ 1998 - Certificate of Public Practice - - Institute of Chartered Accountants ~ 2016 - Diploma of Financial Planning - - Kaplan Education Pty Ltd |
| Sanjin Geljic | 2016 | 2005 - Bachelor of Business - - Monash University ~ 2007 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants ~ 2011 - Master of Applied Taxation - - University of NSW ~ 2016 - Certificate of Public Practice - - Institute of Chartered Accountants ~ 2016 - Diploma of Financial Planning - - Kaplan Education Pty Ltd |