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:
deposit products other than basic deposit products;
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; 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:
deposit and payment products limited to:
deposit products other than basic deposit products;
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; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Eldho Paul | 2018 | 2015 - Diploma of Finance and Mortgage Broking Management - - Kaplan ~ 2018 - Diploma of Financial Planning - - Monash Institute ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monash Institute ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Jobish Chandrankunnel Mathew | 2025 | 2013 - Master of Professional Accounting - Masters Degree (AQF 9) - Central Queensland University ~ 2016 - Certified Public Accountant - Professional Designations - CPA Australia ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association ~ 2024 - Chartered Tax Adviser (CTA) - Professional Designations - The Tax Instistute |