Financial services; money management, money investment and financial investment management services; establishment and management of investment portfolios, cash, mortgage, property, equity, unit trusts, infrastructure, fixed interest, debt, bonds, managed investment schemes, private equity, hybrid financial instruments; wealth management and protection services; asset origination; establishment and operation of superannuation funds, personal superannuation funds and self employed superannuation funds; provision of money and other credit and lending facilities; consulting services in the fields of superannuation, financial services; banking and investment services, financial management services; financial services for the securing of funds for others; services for financial lending against security and for the financing of loans; mortgaging and financial management and valuation services; superannuation, banking, investment and financial services information; wealth planning; estate planning; financial planning; sourcing, advising and managing infrastructure funding and assets; financial research; platform and wrap services advice; debt management; business succession and business continuation advice; retirement payment and planning services; advice in relation to managing investments; providing advice and management services in relation to all the aforementioned services; all of the aforementioned services excluding insurance and insurance-related services

Financial services; money management, money investment and financial investment management services; establishment and management of investment portfolios, cash, mortgage, property, equity, unit trusts, infrastructure, fixed interest, debt, bonds, managed investment schemes, private equity, hybrid financial instruments; wealth management and protection services; asset origination; establishment and operation of superannuation funds, personal superannuation funds and self employed superannuation funds; provision of money and other credit and lending facilities; consulting services in the fields of superannuation, financial services and insurance; banking and investment services, financial management services; financial services for the securing of funds for others; services for financial lending against security and for the financing of loans; mortgaging and financial management and valuation services; superannuation, insurance, banking, investment and financial services information; wealth planning; estate planning; financial planning; sourcing, advising and managing infrastructure funding and assets; financial research; platform and wrap services advice; debt management; business succession and business continuation advice; retirement payment and planning services; insurance including whole life insurance, endowment insurance, term insurance, investment account insurance and investment linked insurance including children's policies and single premium policies; disability insurance, business expense insurance, renewal disability insurance and annuity contracts of various kinds; general insurance, personal incapacity insurance, house owners and householders insurance, personal property insurance and professional indemnity insurance; services in this class rendered by agents engaged in such insurance businesses; insurance underwriting services; advice in relation to managing investments; providing advice and management services in relation to all the aforementioned services