This licence authorises the licensee to, only in the capacity of providing reports, for the purposes of acting for and on behalf of clients in relation to proposed or actual mergers, acquisitions, takeovers, corporate restructures or share issues, carry on a financial services business to:
provide general financial product advice for the following classes of financial products:
interests in managed investment schemes excluding investor directed portfolio services;
securities; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
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