This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
financial products limited to:
miscellaneous financial investment products limited to MDA services; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Dane Mcardle | 2022 | 2017 - Bachelor Of Business (Financial Planning Major/ International Business Minor - Bachelor Degree (AQF 7) - University of Sunshine Coast ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Dane Windshuttle | 2016 | 2012 - Bachelor of Commerce Major Fin Plan - - University Of The Sunshine Coast |
| James Burgin | 2016 | 2015 - Bachelor of Business - - Queensland University of Technology ~ 2015 - Diploma of Financial Planning - - Kaplan |
| John Robert Mcardle | 2004 | 1988 - Diploma of Financial Planning - - Australian Insurance Institute |
| Jonathon Murphy | 2023 | 2019 - Business and Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2022 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Michael William Crew | 2007 | 2005 - Batchelor Of Business - - QUT ~ 2007 - Diploma of Financial Planning - - Securities Institute |