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 | 1995 - Diploma of Insurance - - Australian Insurance Institute ~ 1997 - Diploma of Financial Planning - - RMIT ~ 2000 - Certified Financial Planner - - FPA ~ 2003 - Masters of Financial Planning - - USC |
| Stephen Andrew Deane | 2011 | 1987 - B Bus Admin - - Griffith University ~ 1992 - Diploma of Financial Planning - - Deakin University ~ 1999 - Master of Commercial Law - - USQ ~ 2011 - Specialist Knowledge Life Insurance - - Kaplan |