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;
debentures, stocks or bonds issued or proposed to be issued by a government;
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:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
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 |
|---|---|---|
| Jason Perkins | 2002 | 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2007 - Bachelor of Taxation - - UNSW ~ 2008 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2016 - SMSF Association Specialist Member Accreditation Program (SSA) - - SMSF Association |
| Martin Eddy | 2001 | 2002 - PS146 Securities Accreditation - - Securities Institute of Australia ~ 2014 - Deposit Products and Non-Cash payments - - Financial Education Professionals ~ 2015 - Managed Investments Accreditation - - Kaplan Professional Education |