Provision of information relating to financial services

Education and training; association services being the provision of education and training to members of the association; publication of educational materials; arranging and conducting of conferences and seminars; conducting professional examinations; non-downloadable electronic publications provided online; all of the aforementioned services in the field of taxation

Association services being the certification of services provided by members of an association; accreditation of tax advisers; accreditation of tax professionals; association services being the categorisation of members of an association; all of the aforementioned services in the field of taxation

Business advisory, management and consultancy services in relation to the mortgage and finance broking industry and the mortgage and finance broking market including business administration services, business appraisals, business information services, business inquiries, business investigations and business research; commercial management assistance; marketing, advertising and promotional services including marketing of mortgage products and mortgage services; marketing research in relation to the mortgage and finance broking industry and the mortgage and finance broking market; organisation of exhibitions and trade fairs for commercial or advertising purposes in relation to the mortgage and finance broking industry and mortgage market; public relations; publication of publicity texts; rental of publicity materials including periodicals, papers, magazines, books and bulletins; radio advertising and radio commercials; television advertising and television commercials; project management including the provision of services and advice for the management of projects in the mortgage and finance broking industry and the mortgage and finance broking market; promotion of ethical business practices in the mortgage and finance broking industry and the mortgage and finance braking market; assessment of business competency standards for mortgage brokers, mortgage managers and mortgage consultants; compilation and systemisation of information into computer databases; provision of information in relation to the aforementioned services, including via a global computer network

Financial affairs including financial services, financial research, financial information, financial analysis, financial management, financial consulting and mortgage banking; financial consultancy in relation to property market policy, property market regulation and property market supervision; provision of information and advice in respect of financial matters and property market matters including the mortgage and finance broking industry and the mortgage and finance braking market; provision of technical support, information and advice related to the mortgage and finance broking industry and the mortgage and finance broking market

Business advisory, management and consultancy services in relation to the mortgage and finance broking industry and the mortgage and finance broking market including business administration services, business appraisals, business information services, business inquiries, business investigations and business research; commercial management assistance; marketing, advertising and promotional services including marketing of mortgage products and mortgage services; marketing research in relation to the mortgage and finance broking industry and the mortgage and finance broking market; organisation of exhibitions and trade fairs for commercial or advertising purposes in relation to the mortgage and finance broking industry and mortgage market; public relations; publication of publicity texts; rental of publicity materials including periodicals, papers, magazines, books and bulletins; radio advertising and radio commercials; television advertising and television commercials; project management including the provision of services and advice for the management of projects in the mortgage and finance broking industry and the mortgage and finance broking market; promotion of ethical business practices in the mortgage and finance broking industry and the mortgage and finance braking market; assessment of business competency standards for mortgage brokers, mortgage managers and mortgage consultants; compilation and systemisation of information into computer databases; provision of information in relation to the aforementioned services, including via a global computer network

Financial affairs including financial services, financial research, financial information, financial analysis, financial management, financial consulting and mortgage banking; financial consultancy in relation to property market policy, property market regulation and property market supervision; provision of information and advice in respect of financial matters and property market matters including the mortgage and finance broking industry and the mortgage and finance braking market; provision of technical support, information and advice related to the mortgage and finance broking industry and the mortgage and finance broking market

Tax services (business management and accountancy services)

Books relating to financial investments; books relating to financial services; financial newsletters; financial planning guides; newsletters relating to financial matters; newspapers relating to financial subjects; periodical publications relating to consumer financial services; printed matter relating to financial services; printed publications relating to financial services

Administration of financial affairs; advisory services relating to (financial) risk management; advisory services relating to financial investment; advisory services relating to financial matters; advisory services relating to financial planning; consultation services relating to financial matters; consultations (financial); financial advice; financial advice relating to taxation; financial advice relating to wills; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial advocacy services; financial analysis; financial asset management; financial banking; financial brokerage; financial consultancy; financial consultation services; financial economic advisory services; financial fund management; financial investment; financial investment advisory services; financial investment fund services; financial investment management services; financial investment research services; financial lending; financial loan services; financial planning; financial savings services; financial securities; financial services; financial strategy consultancy services; income tax financial advice; independent financial planning advice; personal financial planning advisory services; personal financial planning services; provision of tax advice (financial); risk management (financial); tax advice (financial); tax consultancy (financial); tax consultations (financial); tax financial planning; taxation financial consultancy services; taxation financial planning services

Financial services; financial management; funds investment; advisory services

Research of finance products; evaluation of finance needs; advice on finance products for home buyer, investors and business; complete and lodge finance applications on behalf of finance clients; secure finance approvals on behalf of clients; advice relating to finance for property; advice regarding leading services; advice services relating to mortgages for residential and/or investment properties; advice services relating to enhancement of mortgages; strategic finance advice; advice relating to loan services; mortgage brokerage; mortgage advice; wealth financiers, i.e. finance strategies for wealth creation and retirement goals; property finance advice; advice on finance for pre-retirement planning; advice on finance for superannuation and self-managed super funds; advice relating to investment finance; personal finance services; advice on finance in retirement; advice of finance products from a range of lenders; advice on refinancing and refinance options; advice on finance relating to wealth creation; multiple property finance strategies; on-going service and advice on loans we've established; advice on optimising finance structures for lifestyle and wealth creation; liason with clients' other professional advisers as they relate to finance structures and arrangements

The provision of investment or financial portfolio models enabling broker selection, portfolio construction and management including portfolio construction and management across all tax structures, managed funds and/or direct equities, all the aforesaid services offered electronically

Financial services, monetary services, fund management services, financial analysis services, investment services, financial investment services, capital investment services, investment management services, security management and corporate finance, financial consulting, provision of financial information, financial management services, financial planning, handling of financial and monetary affairs, banking, insurance information, brokerage and consultancy, financial evaluation services, brokerage services, securities services

Educational services namely, the administration and provision of an educational program in respect of financial services, monetary services, fund management services, financial analysis services, investment services, financial investment services, capital investment services, investment management services, security management and corporate finance, financial consulting, provision of financial information, financial management services, financial planning, handling of financial and monetary affairs, banking, insurance information, brokerage and consultancy, financial evaluation services, brokerage services, securities services