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;
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Donald Malcolm Campbell | 2018 | FASEA Exam - FASEA ~ IAAust 4A Superannuation - ANU ~ IAAust 4B Superannuation - ANU ~ IAAust Commercial Actuarial Practice - ANU ~ IAAust Investments - ANU |
| Nerida Jayne Seccombe | 2003 | Actuary - Institute of Actuaries of Australia ~ Actuary - The New Zealand Society of Actuaries ~ Bachelor of Economics - Macquarie University NSW ~ FASEA Exam - FASEA |
| Paul Robert Gilbert | 2004 | Bachelor of Commerce - Melbourne University ~ FASEA Exam - FASEA |
| Wendy Joy Barton | 2009 | Diploma of Financial Services - Tribeca ~ FASEA Exam - FASEA |