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;
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;
securities; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Mark James Hoddinott | 1990 | 1977 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney ~ 1993 - Registered Tax Agent - Other - Tax Agents Board ~ 1995 - Masters of Business - Masters Degree (AQF 9) - Charles Sturt University ~ 2001 - Personal Financial Planning & Superannuation - Other - CPA Australia ~ 2017 - Cerrified Financial Stategist - Professional Designations - AIOFP ~ 2020 - Ethics & Professionalism in Financial Advice - Other - Kaplan ~ 2021 - FASEA - Other - FASEA |