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 | 1981 - Bachelor of Agricultural Science - - University of Adelaide ~ 1990 - Graduate Diploma in Business (Accounting) - - Monash Gippsland Institute of Advanced Education ~ 2000 - Financial Planning Specialist - - Institute of Chartered Accountants ~ 2011 - Specialist SMSF Advisor - - SMSF Association |
| Renee Gwendoline Simpson | 2004 | 2000 - Bachelor of Commerce - - University of South Australia ~ 2006 - Diploma of Financial Services (Financial Planning) - - Finsia |