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:
deposit and payment products limited to:
basic deposit products;
life products limited to:
life risk insurance products;
simple managed investment schemes; and
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 |
---|---|---|
Joshua Graham Meggs | 2016 | 2013 - GRAD DIP OF FINANCIAL PLANNING - - KAPLAN ~ 2016 - RG146 DEPOSIT PRODUCTS - - FINANCIAL EDUCATION PROFESSIONALS ~ 2016 - RG146 SELF MANAGED SUPERANNUATION FUNDS - - FINANCIAL EDUCATION PROFESSIONALS ~ 2021 - Financial Adviser Exam - Other - FASEA |