Gerald Antoine Balancy – Financial Adviser

Adviser identifying number: 297975
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: EVERMORE MONEY MANAGEMENT PTY LTD
Licence number: 401712
Licensee’s ABN: 22149269116
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVERMORE MONEY MANAGEMENT PTY LTD
Authorised Representative identifying number: 401712
Authorised Representative’s ABN: 22149269116

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Diploma of Financial Services (Financial Planning) – Trainee Management Australia Pty Ltd
• TASA – Tax Practitioner Board

Relevant memberships of professional bodies or industry associations:

Gerald Antoine Balancy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation