Grant Loechel
Financial Adviser in Samford, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239788
- Location
- Samford QLD 4520
- Licensee
- Futuro Financial Services Pty Ltd (AFSL 238478)
- Authorised since
- 28 June 2013
- First provided advice
- 2003
- Qualifications
- Master of Financial Planning, University of the Sunshine Coast (2004); Margin Lending and Geared Investments, Kaplan Professional (2010); Self Managed Superannuation Funds, Kaplan Professional (2012); Accredited Listed Product Adviser Program, Kaplan Professional (2015)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Grant Loechel
Grant Loechel is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Samford, Queensland (adviser number 000239788).
Grant provides advice as an authorised representative of Futuro Financial Services Pty Ltd, which holds Australian financial services licence 238478. The current authorisation started on 28 June 2013.
According to the register, Grant first provided financial advice in 2003. The qualifications listed for Grant include Master of Financial Planning (University of the Sunshine Coast, 2004), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Self Managed Superannuation Funds (Kaplan Professional, 2012). Grant is recorded as a member of 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 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 Loechel a registered financial adviser?
Yes. Grant Loechel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239788.
Which licensee does Grant Loechel work under?
Futuro Financial Services Pty Ltd, Australian financial services licence 238478.
What can Grant Loechel 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; standard margin lending.