BALANCE & CO PTY LTD


Address: Burwood, NSW 2134, Australia

BALANCE & CO PTY LTD (Licence# 000484803) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 24, 2016.

Service Overview

Register Name AFS Licence
Licence Name BALANCE & CO PTY LTD
Licence Number 000484803
Licence ABN 24132022998
Issue Date 2016-05-24
Locality BURWOOD
State NSW
Postcode 2134
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:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001267059 TIFFANY HUONG THAO LAM Current 2018-08-27
001265949 LYNDA CHRISTINE LOONG Current 2018-08-22

Office Location

Locality BURWOOD
State NSW
Postcode 2134
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
JAYARETNAM, DEVARAJAN JAYASINGHAM 2016-12-15 Burwood, NSW 2134, Australia
LEI, HAIFENG 2016-10-11 Burwood, NSW 2134, Australia
CONTEMPORARY ACCOUNTANCY & BUSINESS CONNECTIONS PTY LIMITED 2016-08-05 Burwood, NSW 2134, Australia
GLOBAL 8 BUSINESS SOLUTIONS PTY LTD 2016-05-25 Burwood, NSW 2134, Australia
AUSSIE WEALTH SUPER PTY LTD 2014-09-05 Burwood, NSW 2134, Australia
LAURIE EBERT PTY LIMITED 2005-06-01 Burwood, NSW 2134, Australia
NESS SUPER PTY LTD 2004-03-10 Burwood, NSW 2134, Australia
BRENEX INVESTMENTS PTY LIMITED 2003-11-06 Burwood, NSW 2134, Australia
SCS SUPER PTY. LIMITED 2003-10-01 Burwood, NSW 2134, Australia

Financial services with the same locality

Service Name Issue Date Locality
JAYARETNAM, DEVARAJAN JAYASINGHAM 2016-12-15 Burwood, NSW 2134, Australia
LEI, HAIFENG 2016-10-11 Burwood, NSW 2134, Australia
GREENWOOD FUNDS PTY. LTD. 2016-08-24 Burwood, VIC 3125, Australia
CONTEMPORARY ACCOUNTANCY & BUSINESS CONNECTIONS PTY LIMITED 2016-08-05 Burwood, NSW 2134, Australia
GLOBAL 8 BUSINESS SOLUTIONS PTY LTD 2016-05-25 Burwood, NSW 2134, Australia
AUSSIE WEALTH SUPER PTY LTD 2014-09-05 Burwood, NSW 2134, Australia
LAURIE EBERT PTY LIMITED 2005-06-01 Burwood, NSW 2134, Australia
NESS SUPER PTY LTD 2004-03-10 Burwood, NSW 2134, Australia
BRENEX INVESTMENTS PTY LIMITED 2003-11-06 Burwood, NSW 2134, Australia
SCS SUPER PTY. LIMITED 2003-10-01 Burwood, NSW 2134, Australia

Competitor

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Postal Code 2134

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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.