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;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products;
simple managed investment schemes;
securities; 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 clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Brian David Wibberley | 1990 | Bachelor of Agricultural Science - University of Adelaide ~ Financial Planning Specialist - Institute of Chartered Accountants ~ Graduate Diploma in Business (Accounting) - Monash Gippsland Institute of Advanced Education ~ Specialist SMSF Advisor - SMSF Association |
| Renee Gwendoline Simpson | 2004 | Bachelor of Commerce - University of South Australia ~ Diploma of Financial Services (Financial Planning) - Finsia |