This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product; 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 limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Erika Elizabeth Fischer | 2008 | 1996 - Associate Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE SA ~ 2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2016 - Registered Tax Agent - Professional Designations - Australian Tax Agent Board ~ 2019 - SMSF Specialist - Professional Designations - University of Adelaide |
| Kelly Anne Howard | 2014 | 1996 - Bachelor Of Commerce - - Deakin University ~ 2006 - CA - - Chartered Accountants ~ 2013 - SMSF Specialist - - UNSW |