Colin David Grant
Financial Adviser in Richmond, Victoria, Australia
Review Colin David Grant
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001006249
- Location
- Richmond VIC 3121
- Licensee
- The Advice Exchange Pty Ltd (AFSL 278937)
- Authorised since
- 26 June 2026
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2008); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- excludes credit services
- Tax (financial) advice
- Yes
- Register status
- Current
About Colin David Grant
Colin David Grant is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Richmond, Victoria (adviser number 001006249).
The licensee Colin advises under is The Advice Exchange Pty Ltd (AFS licence 278937). The current authorisation started on 26 June 2026.
According to the register, Colin first provided financial advice in 2005. The qualifications listed for Colin include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2008) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “excludes credit services.”
Reviews
Nobody has reviewed Colin David Grant here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Colin David Grant a registered financial adviser?
Yes. Colin David Grant is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006249.
Which licensee does Colin David Grant work under?
The Advice Exchange Pty Ltd, Australian financial services licence 278937.
What can Colin David Grant give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "excludes credit services."