This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); 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;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Joel Atputharaj | 2012 | 2012 - Fellow of Institute of Actuaries of Australia - - Actuaries Institute |
| John Hancock | 2006 | 1991 - Bachelor of Economics (majoring in Actuarial Studies) - Bachelor Degree (AQF 7) - Macquarie University ~ 2000 - Fellow of Institute of Actuaries of Australia - - Actuaries Institute |