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 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; 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 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; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Katrina Mary Wiltshire | 1998 | 2008 - Diploma of Financial Services (Financial Planning) - - TAFE Queensland |
| Martin Simon Paul Wiltshire | 1987 | 1997 - Generic Financial Planning - - Securities Institute ~ 1997 - Superannuation and Retirement Planning - - Securities Institute ~ 2002 - Risk Management - - Securities Institute ~ 2013 - Managed Investments - - Kaplan |
| Paul Arthur Simon Wiltshire | 2002 | 2005 - Diploma of Financial Services (Financial Planning) - - Gold Coast Institute of TAFE ~ 2008 - Taxation Planning - - PS146 Training Australia |