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 |
|---|---|---|
| Jeremy Mitchell Bogovac | 2024 | 2022 - Graduate Diploma in Business (Financial Planning Major) - Graduate Diploma (AQF 8) - Queensland University of Technology ~ 2023 - SMSF Specialist SSA - Professional Designations - SMSF Association |
| Mariya Snegovaya | 2023 | 2021 - Bachelor Business (Finance) - Bachelor Degree (AQF 7) - QUT ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - QUT |
| Thomas Joseph Jacks | 2012 | 2010 - Bachelor of Commerce (Accounting) - - University of Queensland ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2012 - SMSF Specialist Advisor (SSA) - - SMSF Association ~ 2012 - Self Managed Superannuation Funds Accreditation - - Kaplan Professional Education |