Gerald Antoine Balancy
Financial Adviser in Carlton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000297975
- Location
- Carlton VIC 3053
- Licensee
- Boston Reed Pty Ltd (AFSL 225738)
- Authorised since
- 13 December 2018
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Trainee Management Australia Pty Ltd (2006); Diploma of Finance and Mortgage Broking Management, The National Finance Institute (2012); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Gerald Antoine Balancy
Gerald Antoine Balancy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Carlton, Victoria (adviser number 000297975).
The licensee Gerald advises under is Boston Reed Pty Ltd (AFS licence 225738). That authorisation dates from 13 December 2018.
According to the register, Gerald first provided financial advice in 2006. The qualifications listed for Gerald include Diploma of Financial Services (Financial Planning) (Trainee Management Australia Pty Ltd, 2006), Diploma of Finance and Mortgage Broking Management (The National Finance Institute, 2012) and Self Managed Superannuation Fund Adviser (Personal Advice) (Mentor Education, 2016). Gerald is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Gerald Antoine Balancy a registered financial adviser?
Yes. Gerald Antoine Balancy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000297975.
Which licensee does Gerald Antoine Balancy work under?
Boston Reed Pty Ltd, Australian financial services licence 225738.
What can Gerald Antoine Balancy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.