Financial Adviser
· CARLTON, VIC
Gerald Antoine Balancy
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000297975
Gerald Antoine Balancy is a financial adviser based in Carlton, Victoria, with 20 years of experience in the financial services industry. Gerald is currently authorised under Boston Reed Pty Ltd. Gerald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning) from Trainee Management Australia Pty Ltd. Gerald is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Trainee Management Australia Pty Ltd
2012
Diploma of Finance and Mortgage Broking Management
The National Finance Institute
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
Registration History
EVERMORE MONEY MANAGEMENT PTY LTD
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register