Darren Jennings

Financial Product advice is limited to SMSF - Product class advice on superannuation

SMSF AdviceProvide financial product advice (as defined in s766B Corporations Act) to retail and wholesale clients on:self-managed superannuation funds;superannuation products in relation to a clients existing holding in a superannuation product but only to the extent required for:making a recommendation that the client establish a self-managed superannuation fund; orproviding advice to the client on contributions or pensions under a superannuation product.Class of Product AdviceProvide class of product advice (as defined in s912A(4) of the Corporations Act) to retail and wholesale clients on:superannuation products;securities;simple managed investment schemes;general insurance products;life risk insurance products;basic deposit products.ArrangingArrange to deal in an interest in a self-managed superannuation fund in respect of retail and wholesale clients.