Business administration and processing services including fund administration, registry and mortgage processing services; providing business support services incidental to such business administration and processing services; business advisory and consulting services; business succession and business continuation advice

Financial services; insurance including life and mortgage insurance; financial and monetary services and affairs including lending for commercial or investment purposes; mortgage financing; mortgage origination; debt financing; mortgage aggregation; management of loan assets; refinancing services; debt reconstruction services; bridging finance; asset backed lending; processing, approving and settlement of loan applications; management of loan defaults; enforcement of mortgage security; financial valuations; money management and investment services; private equity investment; provision of venture capital; underwriting equity and debt funding; sourcing equity and debt funding from banks, capital markets and institutional markets; advice on the creation of equity, debt and hybrid financial instruments; asset origination; sourcing, advising and managing infrastructure funding and assets; managing listed investment vehicles such as listed trusts or stapled securities; establishment and management of investment portfolios, cash, fixed interest, mortgage, property, infrastructure and equity funds; establishment and operation of superannuation funds; provision of annuities and pensions and retirement savings products and accounts; financial planning and advisory services; financial analysis; financial advice; financial consultancy; financial evaluation; financial information; financial management; wealth planning; estate planning; financial research; dealing in financial products (including, without limitation, life products, securities (including shares and debt and other securities), superannuation products, pensions, retirement and savings products or accounts, general insurance and managed funds); mortgage broking; platform and wrap services advice; debt management; retirement payment and planning services; life insurance consultancy; life insurance evaluation; life insurance broking; general insurance advice; investment planning; loans, mortgage and leasing financing advice and arranging; finance structuring advice; estate planning; management and maintenance of commercial, office, retail, industrial and social infrastructure real estate; funds management and administration services; margin lending; consultancy, information and advisory services in relation to all the aforementioned services

Education services including seminars, symposiums and workshops relating to financial affairs, investments, business administration and business management; publication of journals, leaflets, brochures, periodicals and newsletters in relation to financial affairs, investments, business administration and business management; consultancy and advisory services pertaining to all the aforementioned services

Development, maintenance and support of software used in business administration and processing, including fund administration, registry and mortgage processing; providing information technology services incidental to business administration and processing services; consultancy and advisory services pertaining to all the aforementioned services