RENEE ANN GAMBLE

Financial Adviser · Palm Beach, QLD

Registered

Registration Number

000244846

Registration Status

Registered

Location

Palm Beach, QLD 4221

Providing Advice Since

2003

Registration Date

31/03/2015

Financial Services Licensee

BALANCED INVESTMENT STRATEGIES PTY LTD

Licence #000314365

📚 Qualifications & Training

2006 - Certificate IV in Business (Marketing) - - Quality Training Solutions
2007 - Diploma of Financial Services (Financial Planning) - - Tirbeca
2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2017 - SMSF Specialist - Professional Designations - SMSFA
2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - Behavioural Finance - Bridging Course - Behavioural Finance - Kaplan
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏢 Professional Memberships

SMSF Association

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.