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Balanced Equity Management Pty. Limited

AFS License Number
247025
Name
Balanced Equity Management Pty. Limited
ABN/ACN/ARBN
78006987613
Licensee issued
Jan. 28, 2004
Address
Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
derivatives limited to:
old law futures contracts; and
old law securities options contracts and warrants;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes excluding investor directed portfolio services;
securities;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to The Balanced Equity Portfolio Management Service; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
financial products limited to:
miscellaneous financial investment products limited to The Balanced Equity Portfolio Management Service;
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
derivatives limited to:
old law futures contracts; and
old law securities options contracts and warrants;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes excluding investor directed portfolio services; and
securities; and
underwriting:
an issue of securities;
to wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings