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 including:
investment life insurance products; and
life risk insurance products; 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 including:
investment life insurance products; and
life risk insurance products; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Daniel Blumberg | 2018 | 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University ~ 2017 - Chartered Accountant - - Institute of Chartered Accountants ~ 2018 - Tier 1 - Life Insurance - Knowledge and Skills - - Kaplan |
| Michael Sheldon Blumberg | 1997 | 1981 - Bachelor of Commerce - - University of the Witwatersrand South Africa ~ 1986 - Higher Diploma in Company Law - - University of the Witwatersrand South Africa ~ 1997 - Chartered Accountant (Associate) - - The Institute of Chartered Accountants in Australia ~ 2005 - PS 146 compliance - - IntegraTec ~ 2008 - Chartered Accountant (Fellow) - - The Institute of Chartered Accountants in Australia |