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 | Diploma of Financial Services (Financial Planning) - TAFE Queensland |
Martin Simon Paul Wiltshire | 1987 | Generic Financial Planning - Securities Institute ~ Managed Investments - Kaplan ~ Risk Management - Securities Institute ~ Superannuation and Retirement Planning - Securities Institute |
Paul Arthur Simon Wiltshire | 2002 | Diploma of Financial Services (Financial Planning) - Gold Coast Institute of TAFE ~ Taxation Planning - PS146 Training Australia |