Grant Goldsworthy
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000435423
- Location
- Sydney NSW 2000
- Licensee
- The Principal Edge Pty. Ltd. (AFSL 225029)
- Authorised since
- 15 June 2022
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce (Marketing), Western Sydney University (1992); Master of Business Administration, University of Technology Sydney (2003); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); TPB
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Grant Goldsworthy
Grant Goldsworthy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000435423).
The licensee Grant advises under is The Principal Edge Pty. Ltd. (AFS licence 225029). That authorisation dates from 15 June 2022.
According to the register, Grant first provided financial advice in 2013. Qualifications and training on file include Bachelor of Commerce (Marketing) (Western Sydney University, 1992), Master of Business Administration (University of Technology Sydney, 2003) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and TPB.
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.
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Questions people ask
Is Grant Goldsworthy a registered financial adviser?
Yes. Grant Goldsworthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000435423.
Which licensee does Grant Goldsworthy work under?
The Principal Edge Pty. Ltd., Australian financial services licence 225029.
What can Grant Goldsworthy 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.