Grant Alan Morehead
Financial Adviser in Jordan Springs, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301491
- Location
- Jordan Springs NSW 2747
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 24 May 2006
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2005); Bachelor of Business (Applied Finance), University of Western Sydney (2006); Certificate IV in Finance and Mortgage Broking, The National Finance Institute (2016); Diploma of Finance and Mortgage Broking Management, National Finance Institute (2017)
- 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
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Grant Alan Morehead
On the Financial Advisers Register kept by ASIC, Grant Alan Morehead appears as a current financial adviser in Jordan Springs, New South Wales, adviser number 000301491.
Grant provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 24 May 2006.
The register records 2006 as the year Grant first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Limited, 2005), Bachelor of Business (Applied Finance) (University of Western Sydney, 2006) and Certificate IV in Finance and Mortgage Broking (The National Finance Institute, 2016).
Grant is authorised to advise 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: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Grant Alan Morehead a registered financial adviser?
Yes. Grant Alan Morehead is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301491.
Which licensee does Grant Alan Morehead work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Grant Alan Morehead 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: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."