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 | 2005 - IAAust 4A Superannuation - - ANU ~ 2005 - IAAust 4B Superannuation - - ANU ~ 2006 - IAAust Commercial Actuarial Practice - - ANU ~ 2006 - IAAust Investments - - ANU ~ 2021 - FASEA Exam - Other - FASEA |
| Nerida Jayne Seccombe | 2003 | 1986 - Bachelor of Economics - - Macquarie University NSW ~ 1990 - Actuary - - Institute of Actuaries of Australia ~ 2009 - Actuary - - The New Zealand Society of Actuaries ~ 2021 - FASEA Exam - Other - FASEA |
| Paul Robert Gilbert | 2004 | 1994 - Bachelor of Commerce - - Melbourne University ~ 2021 - FASEA Exam - Other - FASEA |
| Wendy Joy Barton | 2009 | 2005 - Diploma of Financial Services - - Tribeca ~ 2021 - FASEA Exam - Other - FASEA |