Financial Adviser
· SURRY HILLS, NSW
Kristy Lee Balzan
No disciplinary history on record with ASIC
SURRY HILLS,
NSW
8
Years experience
ASIC Registered · ADV 001269283
Kristy Lee Balzan is a financial adviser based in Surry Hills, New South Wales, with 8 years of experience in the financial services industry since 2018. Kristy is currently authorised under Steadfast Life. Kristy holds authorisations to advise on superannuation, life insurance and life insurance investments. Kristy's qualifications include a Graduate Diploma of Financial Planning from TAFE NSW. Kristy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Qualifications and Training
2018
Diploma Of Financial Planning
International Institute of Technology (IIT)
2021
FPC001 Economic, Legal and Ethical Context for Financial Planning
Kaplan
2022
FPTAX501A Taxation Planning
TAFE NSW
2023
Graduate Diploma of Financial Planning
TAFE NSW
Registration History
Not SMSF
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register