This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products; and
interests in managed investment schemes limited to:
own managed investment scheme only;
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:
interests in managed investment schemes limited to:
own managed investment scheme only; 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
Xtras Health Plan Savings" scheme (ARSN: 627 076 411),
a scheme which only holds the following types of property:
Cash
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|