Linara Wealth Pty Ltd

This licence authorises the licensee to carry on a financial services business to:

provide financial product advice to retail and wholesale clients for the following classes of financial products:

deposit and payment products limited to:

basic deposit products;

deposit products other than basic deposit products;

derivatives;

foreign exchange contracts;

general insurance products;

debentures, stocks or bonds issued or proposed to be issued by a government;

life products including:

investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and

life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;

interests in managed investment schemes including:

investor directed portfolio services;

interests in managed investment schemes limited to:

MDA services;

securities;

standard margin lending facility; and

superannuation;

deal in a financial product by:

issuing, applying for, acquiring, varying or disposing of a financial product to retail and wholesale clients in respect of the following classes of financial products:

interests in managed investment schemes including:

investor directed portfolio services; and

securities; and

issuing, applying for, acquiring, varying or disposing of a financial product to wholesale clients only in respect of the following classes of financial products:

derivatives; and

foreign exchange contracts; and

arranging for another person to issue, apply for, acquire, vary or dispose of a financial product to wholesale clients only in respect of the following classes of financial products:

derivatives; and

arranging for another person to issue, apply for, acquire, vary or dispose of a financial product to retail and wholesale clients in respect of the following classes of financial products:

interests in managed investment schemes including:

investor directed portfolio services; and

securities; and

applying for, acquiring, varying or disposing of a financial product to retail and wholesale clients 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;

general insurance products;

debentures, stocks or bonds issued or proposed to be issued by a government;

life products including:

investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and

life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;

interests in managed investment schemes including:

investor directed portfolio services;

interests in managed investment schemes limited to:

MDA services;

securities;

standard margin lending facility; and

superannuation; and

applying for, acquiring, varying or disposing of a financial product to wholesale clients only on behalf of another person in respect of the following classes of products:

derivatives; and

provide the following custodial or depository services to retail and wholesale clients:

operate custodial or depository services other than investor directed portfolio services.