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;
derivatives;
foreign exchange contracts;
general insurance 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; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
general insurance 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;
securities; and
superannuation; and
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;
derivatives;
foreign exchange contracts;
general insurance 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;
securities; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Andrew West | 2018 | 2010 - Fellow of the Institute of Actuaries of Australia - - Institute of Actuaries of Australia |
| Anthony Chan | 2009 | 2009 - Fellow of Institute of Actuaries of Australia - - Actuaries Institute |
| Farah Billimoria | 2018 | 2003 - Bachelor of Commerce (Hons) - - University of Melbourne ~ 2007 - Fellow of Institute of Actuaries of Australia - - Institute of Actuaries of Australia |
| Hadas Nehama Danziger | 2018 | 2010 - Fellow of the Institute of Actuaries of Australia - - Institute of Actuaries of Australia |
| Jacqueline Sarah Downham | 2018 | 2000 - Fellow of Institute of Actuaries (UK) - - Institute of Actuaries ~ 2006 - Fellow of Institute of Actuaries of Australia - - Institute of Actuaries of Australia |
| Louise Campbell | 2009 | 2001 - Fellow of Institute of Actuaries of Australia - - Actuaries Institute |
| Luke Carroll | 2017 | 2010 - Fellow of Institute of Actuaries of Australia - - Actuaries Institute |
| Philip Anthony Collins | 2018 | 1994 - Bachelor of Commerce - - University of Melbourne ~ 1999 - Fellow of Institute of Actuaries of Australia - - Institute of Actuaries of Australia ~ 2008 - Diploma of International Employee Benefits - - UK Pensions Management Institute |
| Surath Anthony Fernando | 2018 | 2011 - Fellow of Institute of Actuaries of Australia - - Institute of Actuaries of Australia |
| Travis Leigh Dickinson | 2016 | 2007 - Fellow - - UK Faculty and Institute of Actuaries ~ 2015 - Fellow if the Institute of Actuaries of Australia - - Actuaries Institute |