BALANCED INVESTMENT STRATEGIES PTY LTD (Licence# 000314365) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 14, 2007.
| Register Name | AFS Licence |
| Licence Name | BALANCED INVESTMENT STRATEGIES PTY LTD |
| Licence Number | 000314365 |
| Licence ABN | 33070860776 |
| Issue Date | 2007-08-14 |
| Locality | PALM BEACH |
| State | QLD |
| Postcode | 4221 |
| Country | Australia |
This licence authorises the licensee to carry on a financial services business to:
|
| Adviser Number | Adviser Name | Status | Start Date |
|---|---|---|---|
| 001236910 | DARIN TROUNCE | Current | 2015-11-18 |
| 000244846 | RENEE ANN GAMBLE | Current | 2015-03-31 |
| 000295767 | JUSTIN LENNOX DOYLE | Current | 2015-03-31 |
| 000401779 | SCOTT BRUNI | Current | 2011-03-29 |
| 000401780 | CHLOE WARD | Ceased | 2011-03-15 |
| 000385161 | SHANNON ASPINALL | Current | 2010-10-14 |
| 000244755 | BRIAN COSGROVE | Current | 2007-08-14 |
| Locality | PALM BEACH |
| State | QLD |
| Postcode | 4221 |
| Country | Australia |
| Service Name | Issue Date | Locality |
|---|---|---|
| INVESTUS PTY LIMITED | 2004-03-10 | Palm Beach, QLD 4221, Australia |
| INGWERSEN & LANSDOWN SECURITIES LIMITED | 2003-12-23 | Palm Beach, QLD 4221, Australia |
| Service Name | Issue Date | Locality |
|---|---|---|
| RYNCO PTY LTD | 2015-10-12 | Palm Beach, NSW 2108, Australia |
| CLINTON CAPITAL PARTNERS PTY LTD | 2015-08-03 | Palm Beach, NSW 2108, Australia |
| INVESTUS PTY LIMITED | 2004-03-10 | Palm Beach, QLD 4221, Australia |
| INGWERSEN & LANSDOWN SECURITIES LIMITED | 2003-12-23 | Palm Beach, QLD 4221, Australia |
| Service Name | Issue Date | Locality |
|---|---|---|
| BURNHAM FUNDS MANAGEMENT PTY LTD | 2018-08-01 | South Melbourne, VIC 3205, Australia |
| CEDAR ASSET MANAGEMENT PTY LTD | 2018-07-30 | Sydney, NSW 2000, Australia |
| SIA FUNDS MANAGEMENT PTY LTD | 2018-07-30 | Glenunga, SA 5064, Australia |
| CAMPASPE FINANCIAL SERVICES PTY LTD | 2018-07-30 | Echuca, VIC 3564, Australia |
| PK INSURANCE BROKERS PTY LTD | 2018-07-27 | Penrith, NSW 2750, Australia |
| BGH CAPITAL CUSTODY SERVICES PTY LIMITED | 2018-07-25 | Melbourne, VIC 3000, Australia |
| MORETON MANAGED INVESTMENTS PTY LTD | 2018-07-20 | Sydney, NSW 2000, Australia |
| AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD | 2018-07-19 | Melbourne, VIC 3000, Australia |
| ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD | 2018-07-19 | Sydney, NSW 2000, Australia |
| FORTY SEVEN GROUP PTY LTD | 2018-07-19 | Innaloo, WA 6018, Australia |
| Postal Code | 4221 |
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| 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.