Grant David Simpson
Financial Adviser in Mona Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235929
- Location
- Mona Vale NSW 2103
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 21 December 2011
- First provided advice
- 1986
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (2002); Diploma of Financial Planning, Deakin University (2002); Graduate Certificate in Financial Planning, Griffith University (2017); Master of Financial Planning, Griffith University (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); SuperConcepts & ICFS Specialist SMSF Course, The University of Adelaide / Super Concepts (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Grant David Simpson
On the Financial Advisers Register kept by ASIC, Grant David Simpson appears as a current financial adviser in Mona Vale, New South Wales, adviser number 000235929.
Grant provides advice as an authorised representative of Advice Evolution Pty Ltd, which holds Australian financial services licence 342880. The current authorisation started on 21 December 2011.
The register records 1986 as the year Grant first provided financial advice. The qualifications listed for Grant include Certified Financial Planner (Financial Planning Association of Australia, 2002), Diploma of Financial Planning (Deakin University, 2002) and Graduate Certificate in Financial Planning (Griffith University, 2017). Grant is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Grant David Simpson a registered financial adviser?
Yes. Grant David Simpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235929.
Which licensee does Grant David Simpson work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Grant David Simpson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.