Licensing
  • 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;
      • general insurance products limited to:
        • consumer credit insurance products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
      • securities; and
      • superannuation; and 
    • deal in a financial product by:
      • applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
        • derivatives;
        • interests in managed investment schemes including:
          • investor directed portfolio services; and
        • securities; 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;
        • general insurance products limited to:
          • consumer credit insurance products;
        • debentures, stocks or bonds issued or proposed to be issued by a government;
        • interests in managed investment schemes including:
          • investor directed portfolio services;
        • securities; and
        • superannuation;
 
 to retail and wholesale clients.
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Advisor Plus Pty Ltd ABN 52 600 655 936 AFSL 474520

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