BRIAN COSGROVE (Adviser# 000244755) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 14, 2007.
| Register Name | Financial Advisers |
| Adviser Name | BRIAN COSGROVE |
| Adviser Number | 000244755 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000314365 BALANCED INVESTMENT STRATEGIES PTY LTD |
| Licence ABN | 33070860776 |
| Adviser Start Date | 2007-08-14 |
| Appointing Representative Name | BALANCED INVESTMENT STRATEGIES PTY LTD |
| Appointing Representative Number | 000314365 |
| Appointing Representative ABN | 33070860776 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000314365 | BALANCED INVESTMENT STRATEGIES PTY LTD | 2007-08-14 - | BALANCED INVESTMENT STRATEGIES PTY LTD |
| Licence Name | BALANCED INVESTMENT STRATEGIES PTY LTD |
| Licence Number | 000314365 |
| Licence ABN | 33070860776 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DARIN TROUNCE | Balanced Investment Strategies Pty Ltd | Current | 2015-11-18 |
| RENEE ANN GAMBLE | Balanced Investment Strategies Pty Ltd | Current | 2015-03-31 |
| JUSTIN LENNOX DOYLE | Balanced Investment Strategies Pty Ltd | Current | 2015-03-31 |
| SCOTT BRUNI | Balanced Investment Strategies Pty Ltd | Current | 2011-03-29 |
| SHANNON ASPINALL | Balanced Investment Strategies Pty Ltd | Current | 2010-10-14 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DARIN TROUNCE | Balanced Investment Strategies Pty Ltd | Current | 2015-11-18 |
| RENEE ANN GAMBLE | Balanced Investment Strategies Pty Ltd | Current | 2015-03-31 |
| JUSTIN LENNOX DOYLE | Balanced Investment Strategies Pty Ltd | Current | 2015-03-31 |
| SCOTT BRUNI | Balanced Investment Strategies Pty Ltd | Current | 2011-03-29 |
| SHANNON ASPINALL | Balanced Investment Strategies Pty Ltd | Current | 2010-10-14 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.