SHANNON ASPINALL


Licensee: BALANCED INVESTMENT STRATEGIES PTY LTD

SHANNON ASPINALL (Adviser# 000385161) 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 October 14, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHANNON ASPINALL
Adviser Number 000385161
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000314365
BALANCED INVESTMENT STRATEGIES PTY LTD
Licence ABN 33070860776
Adviser Start Date 2010-10-14
Appointing Representative Name BALANCED INVESTMENT STRATEGIES PTY LTD
Appointing Representative Number 000314365
Appointing Representative ABN 33070860776

Authorisations to provide financial product advice

  • SHANNON ASPINALL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan
Attainment of CPA Financial Planning Specialisation - CPA Australia
Bachelor of Business (Accounting Major) Griffith University
Certified Pracitsing Accountant CPA Australia
Diploma of Financial Services (Financial Planning) Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000314365 BALANCED INVESTMENT STRATEGIES PTY LTD 2010-10-14 - BALANCED INVESTMENT STRATEGIES PTY LTD

Licensee Information

Licence Name BALANCED INVESTMENT STRATEGIES PTY LTD
Licence Number 000314365
Licence ABN 33070860776

Financial advisers with the same licensee

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
BRIAN COSGROVE Balanced Investment Strategies Pty Ltd Current 2007-08-14

Financial advisers with the same licensee

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
BRIAN COSGROVE Balanced Investment Strategies Pty Ltd Current 2007-08-14

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Dataset Information


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.