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;
derivatives;
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;
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
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;
securities; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Matthew Pelizzari | 2005 | 2006 - Diploma of Financial Services (Financial Planning) - - FINSIA ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - - FINSIA ~ 2011 - Bachelor of Applied Finance - - University of South Australia ~ 2013 - Certified Financial Planner - - Financial Planning Association of Australia |
| Nadia Narciso | 1998 | 1995 - Bachelor of Accounting - - Uni SA ~ 2000 - CPA Program - - CPA ~ 2001 - Associate Diploma of Financial Planning - - FINSIA ~ 2003 - CFP Program - - FPA |