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; and
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
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; and
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;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Paul James Franklin | 1967 | 2003 - Diploma of Financial Planning - - National Insurance Brokers Association ~ 2021 - FASEA/921B Corporations Act 2001 - Other - FASEA/ACER |