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 | Bachelor of Commerce - Curtin University ~ Chartered Accountant - Institute of Chartered Accountants ~ Tier 1 - Life Insurance - Knowledge and Skills - Kaplan |
Michael Sheldon Blumberg | 1997 | Bachelor of Commerce - University of the Witwatersrand South Africa ~ Chartered Accountant (Associate) - The Institute of Chartered Accountants in Australia ~ Chartered Accountant (Fellow) - The Institute of Chartered Accountants in Australia ~ Higher Diploma in Company Law - University of the Witwatersrand South Africa ~ PS 146 compliance - IntegraTec |