Grant Andrew Wallace
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001258410
- Location
- Brisbane QLD 4000
- Licensee
- Libertate Advisory Pty Ltd (AFSL 498219)
- Authorised since
- 23 August 2017
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, Queensland Institute of Technology (1982); Professional Year, Chartered Accountants Australia and New Zealand (1987); Diploma of Financial Planning, PACT Accountants Investment Group P/L in association with Institute of Chartered Accountants in Aust (1999)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); The Tax Institute
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Grant Andrew Wallace
Grant Andrew Wallace is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001258410.
Advice is given under the Australian financial services licence of Libertate Advisory Pty Ltd, licence number 498219. The current authorisation started on 23 August 2017.
According to the register, Grant first provided financial advice in 1999. Qualifications and training on file include Bachelor of Business (Queensland Institute of Technology, 1982), Professional Year (Chartered Accountants Australia and New Zealand, 1987) and Diploma of Financial Planning (PACT Accountants Investment Group P/L in association with Institute of Chartered Accountants in Aust, 1999). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and The Tax Institute.
Grant is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Grant Andrew Wallace a registered financial adviser?
Yes. Grant Andrew Wallace is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001258410.
Which licensee does Grant Andrew Wallace work under?
Libertate Advisory Pty Ltd, Australian financial services licence 498219.
What can Grant Andrew Wallace give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.