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;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
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;
standard margin lending facility; 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;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Jason Misso | 1999 | 1992 - Bachelor Degree - Business - - Queensland University of Technology ~ 1995 - Post Graduate - Chartered Accountant (CA) - - Institute of Chartered Accountants in Australia ~ 2000 - CFP - Certified Financial Planner - - Financial Planning Association of Australia ~ 2000 - Graduate Diploma - Financial Planning - - FINSIA |
| Kate-lyn Beyers | 2021 | 2013 - Bachelor of Business Management (Majoring in Business Economics) - Bachelor Degree (AQF 7) - University of Queensland ~ 2013 - Bachelor of Commerce (Majoring in Accounting and Finance) - Bachelor Degree (AQF 7) - University of Queensland ~ 2017 - Master of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN |
| Leigh Mackie | 2021 | 2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 2011 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Queensland ~ 2013 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN |