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 | Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Accounting/Finance) - Deakin University ~ Certified Tax Adviser - Tax Institute of Australia ~ Diploma of Financial Planning - Monarch Institute |
| Stephen John Clarkson | 2014 | Bachelor of Business - Monash University ~ RG146 - Life Insurance - Mentor Education |