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;
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);
from 1 July 2022, securities in a CCIV;
standard margin lending facility; 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;
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);
from 1 July 2022, securities in a CCIV;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Marsel Popov | 2011 | 2009 - Bachelor of Business - - University of Technology Sydney (UTS) ~ 2009 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology, Sydney ~ 2011 - (FNS50804) Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2011 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2013 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT) ~ 2013 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2021 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia (FAAA) |
| Melissa Goodin | 2006 | 2000 - Bachelor of Arts (Psychology) - - University of Queensland ~ 2007 - Diploma of Financial Services - - Finsia ~ 2013 - Advanced Diploma of Financial Services - - Kaplan Professional |