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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
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;
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Stuart Skidmore | 2008 | 2006 - Bachelor Business (Economics & Finance) - - RMIT ~ 2008 - Diploma Financial Services (Financial Planning) FNS50804 - - Mentor Education ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2013 - Advanced Diploma Financial Planning FNS60410 - - Mentor Education ~ 2017 - Certified Financial Planner - - Financial Planning Association |
| Thomas Skidmore | 2007 | 2002 - Diploma - Business - - RMIT ~ 2006 - Diploma - Financial Planning - - Mentor Training ~ 2015 - Advanced Diploma Financial Planning - - Mentor ~ 2017 - Fellow Chartered Financial Practitioner - - Association of Financial Advisers |