This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Paula Murray | 2017 | 2007 - Bachelor of Business Commercial Law - Bachelor Degree (AQF 7) - University of South Australia ~ 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia ~ 2015 - Aspects of SMSF Specialist Advisor Course - Other - NowInfinity ~ 2017 - Diploma of Financial Planning - - Mentor Education ~ 2020 - FASEA Standards Authority - Other - FASEA |