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Balanced Investment Strategies Pty ltd

AFS License Number
314365
Name
Balanced Investment Strategies Pty ltd
ABN/ACN/ARBN
33070860776
Licensee issued
Aug. 14, 2007
Address
Palm Beach, 4221, QLD

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;
deposit products other than basic deposit products;
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;
securities; and
superannuation; and
deal in a financial product by:
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;
deposit products other than basic deposit products;
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;
securities; and
superannuation;
to retail clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Brian Cosgrove2003Certificate of Completion - ASIC PS146 Financial Planning Accreditation - Tribeca ~ Certified Practising Accountant - CPA Australia ~ Public Practice Certificate - Tax Practitioners Board ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ Statement of Attainment - The Strategist Group SMSF Adviser Course - The Strategist Group
 Darin Trounce2015Diploma of Financial Planning - Investment Banking Institute
 Justin Lennox Doyle2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business - Griffith University ~ Bachelor of Psychology with honours - Griffith University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Renee Ann Gamble2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Certificate IV in Business (Marketing) - Quality Training Solutions ~ Diploma of Financial Services (Financial Planning) - Tirbeca