Brian Cosgrove – Financial Adviser

Adviser identifying number: 244755
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: BALANCED INVESTMENT STRATEGIES PTY LTD
Licence number: 314365
Licensee’s ABN: 33070860776
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/08/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BALANCED INVESTMENT STRATEGIES PTY LTD
Authorised Representative identifying number: 000314365
Authorised Representative’s ABN: 33070860776

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:

• Certificate of Completion – ASIC PS146 Financial Planning Accreditation – Tribeca
• Certified Practising Accountant – CPA Australia
• Public Practice Certificate – Tax Practitioners Board
• SMSF Specialist Advisor (SSA) Accreditation – SMSF Association
• Statement of Attainment – The Strategist Group SMSF Adviser Course – The Strategist Group

Relevant memberships of professional bodies or industry associations:

Brian Cosgrove is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation