36 Financial services, namely, money management, money investment and financial investment management services; establishment and management of investment portfolios, cash management; mortgage planning; real estate services, namely, rental property management; management of public and private equity funds; unit trust management accounts; financial investments in assets and securities; fixed interest services, namely, providing fixed interest financial products; debt management services; financial and investment services, namely, management and brokerage in the field of bonds; managed investment schemes, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; private equity fund investment services; hybrid financial instruments, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; wealth management and financial advice in the field of wealth protection; asset origination, namely, locating, researching, evaluating and advising in relation to the financial investment in an asset; establishment and operation of superannuation funds, personal superannuation funds and self employed superannuation funds; money lending, namely, provision of money and other credit and lending facilities; consulting services in the fields of superannuation, financial services and insurance; banking services and investment services, namely, investment management, financial management services; financial services for the securing of funds for others, namely, providing investment capital, venture capital, development capital, private equity and investment funding; services for financial lending against security and for the financing of loans; mortgaging in the nature of mortgage lending and financial management and valuation services; superannuation, insurance, banking, investment and financial services information; wealth planning; estate planning; financial planning; acquisition and financial advising and managing in the field of infrastructure funding and assets; financial research; platform and wrap services advice, namely, financial advice for consolidating and managing investment portfolios; debt management; financial administration of retirement plans in the nature of retirement payment services and financial planning for retirement; insurance including brokerage for whole life insurance, endowment insurance, term insurance, investment account insurance and investment linked insurance including children's policies and single premium policies; underwriting, brokerage of disability insurance, business expense insurance, renewal disability insurance and annuity contracts of various kinds; brokerage of general insurance, personal incapacity insurance, house owners and householders insurance, personal property insurance and professional indemnity insurance; insurance agencies; insurance underwriting services for all types of insurance; advice in relation to managing investments; providing advice and financial management services in relation to all the aforementioned services; none of the foregoing being credit reporting agency services, credit reporting services, credit scoring services, or evaluation of the credit worthiness of companies or private individuals
Trademark: 85474504
