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;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; 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:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Paul Tamaschke | 2003 | 2005 - Graduate Diploma in Applied Finance and Investment - - Securities Institute of Australia ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan ~ 2011 - Certified Financial Planner - Other - CFP |
| Rupa Tamaschke | 2014 | 2008 - Bachelor of Commerce (Accounting) - - University of Western Sydney (UWS) ~ 2008 - Bachelor of Laws - - University of Western Sydney ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Advanced Diploma Of Financial Planning - - Kaplan Professional Education ~ 2017 - Self Managed Superannuation Funds - - Kaplan |