This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
life products limited to:
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:
life products limited to:
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 and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Carl Alexander Steinfort | 2014 | 2000 - Bachelor of Commerce (Accounting/Finance) - - Deakin University ~ 2012 - Certified Tax Adviser - - Tax Institute of Australia ~ 2013 - Advanced Diploma of Financial Planning - - Monarch Institute ~ 2013 - Diploma of Financial Planning - - Monarch Institute |
| Stephen John Clarkson | 2014 | 2000 - Bachelor of Business - - Monash University ~ 2014 - RG146 - Life Insurance - - Mentor Education |