This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
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; 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:
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; and
superannuation;
to retail clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Paul Michael Davies | 2001 | 2001 - RG146 Training Course - Certificate Course in Risk Management and Insurance Planning - - Investment Training College ~ 2001 - RG146 Training Course - Certificate II Introduction to Personal Financial Planning (15366NSW) - - Investment Training College ~ 2002 - RG146 Training Course - Certificate Course in Principles of Investment Planning - - Investment Training College ~ 2002 - RG146 Training Course - Certificate Course in Superannuation Legislation and Practice - - Investment Training College |