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;
interests in managed investment schemes excluding investor directed portfolio services;
securities; and
standard margin lending facility; 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:
basic deposit products;
interests in managed investment schemes excluding investor directed portfolio services;
securities; and
standard margin lending facility;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| James Stuart Cameron | 1994 | 1992 - Bachelor of Business Banking & Finance - - Monash University ~ 2001 - Master of Business Administration - - Melbourne University ~ 2002 - Securities & Derivatives Industry Association Accreditation Program - - Deakin Prime ~ 2004 - ASIC Policy 146 Statement Tier 1 Superannuation - - RMIT University ~ 2010 - Stock Brokers Association Margin Lending Accreditation - - Deakin Prime |