Balmedie Financial Pty ltd

AFS License Number
434899
Name
Balmedie Financial Pty ltd
ABN/ACN/ARBN
81159803415
Licensee issued
May 3, 2013
Address
Foxground, 2534, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to provide financial service(s) limited to:
Provide financial product advice limited to personal and general financial product advice limited to:
Australian carbon credit units to wholesale clients;
basic deposit products to retail and wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;
derivatives to wholesale clients;
eligible international emissions units to wholesale clients;
life products limited to investment life insurance products to retail and wholesale clients;
life products limited to life risk insurance products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
margin lending facilities limited to standard facilities to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
retirement savings accounts to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
Deal in a financial product limited to apply for, acquire, vary or dispose of a financial product on behalf of another person limited to:
Australian carbon credit units to wholesale clients;
basic deposit products to retail and wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;
derivatives to wholesale clients;
eligible international emissions units to wholesale clients;
life products limited to investment life insurance products to retail and wholesale clients;
life products limited to life risk insurance products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
margin lending facilities limited to standard facilities to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
retirement savings accounts to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Richard Walter Sheargold 2003 1989 - Bachelor of Finance - - UNE ~ 1992 - CPA - - Association of CPA's ~ 2002 - Diploma of Financial Planning - - FPA