LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD.


Address: Fortitude Valley, QLD 4006, Australia

LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD. (Licence# 000293050) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 9, 2005.

Service Overview

Register Name AFS Licence
Licence Name LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD.
Licence Number 000293050
Licence ABN 45115652572
Issue Date 2005-11-09
Locality FORTITUDE VALLEY
State QLD
Postcode 4006
Country Australia

Licence condition

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;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • 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;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; 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;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • 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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001232725 JAMES ALLEN BRIAN MARRIOTT Ceased 2015-06-22
000338948 STEPHEN INWOOD Ceased 2015-03-20
001262776 JAMES ALLEN BRIAN MARRIOTT Ceased 2013-08-01
000295846 KYM MORTON MARRIOTT Ceased 2013-07-01
000224821 ANTHONY LIONEL BELL Ceased 2005-11-16

Office Location

Locality FORTITUDE VALLEY
State QLD
Postcode 4006
Country Australia

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Competitor

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Postal Code 4006

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.