This licence authorises the licensee to carry on a financial services business to provide financial service(s) limited to:
Provide financial product advice limited to personal and general financial product advice limited to:
basic deposit products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
managed investment schemes limited to MDA services to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
Deal in a financial product limited to issue, apply for, acquire, vary or dispose of a financial product limited to:
managed investment schemes limited to MDA services to retail and wholesale clients.
Deal in a financial product limited to apply for, acquire, vary or dispose of a financial product on behalf of another person limited to:
basic deposit products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
managed investment schemes limited to MDA services to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Robert Anthony Pizzichetta | 2018 | 2001 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan |