GERALD ANTOINE BALANCY
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - - Trainee Management Australia Pty Ltd
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - The National Finance Institute
2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.