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 and wholesale clients.
Name | First provided advice | Qualification and trainings |
---|---|---|
Brant Joseph Dillon | 2000 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - RMIT ~ Diploma of Insurance - Australian Insurance Institute ~ Masters of Financial Planning - USC |
Stephen Andrew Deane | 2011 | B Bus Admin - Griffith University ~ Diploma of Financial Planning - Deakin University ~ Master of Commercial Law - USQ ~ Specialist Knowledge Life Insurance - Kaplan |