Gerald Antoine Balancy
BOSTON REED PTY LTD · Carlton VIC 3053 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000297975
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- BOSTON REED PTY LTD · AFSL 225738Since 13 December 2018
- Principal business address
- Carlton VIC 3053
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2018 – presentBOSTON REED PTY LTD · AFSL 225738
- CEASEDOct 2016 – Dec 2018EVERMORE MONEY MANAGEMENT PTY LTD · AFSL 401712
- CEASEDMar 2015 – Sep 2016ACN 130 288 578 PTY LTD · AFSL 326450
- CEASEDApr 2007 – Feb 2015WEALTHSURE PTY LTD · AFSL 238030
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education · 2016
Diploma of Finance and Mortgage Broking Management
The National Finance Institute · 2012 · Diploma (AQF 5)
Diploma of Financial Services (Financial Planning)
Trainee Management Australia Pty Ltd · 2006
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Gerald Antoine Balancy claims the profile.
Reviews
Not yet reviewed
No client has reviewed Gerald Antoine Balancy on Souffle yet.
Contacting Gerald Antoine Balancy
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BOSTON REED PTY LTD · AFSL 225738
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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