Grant McCarthy
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340814
- Location
- Warrnambool VIC 3280
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 3 July 2017
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2009); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2009); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2011); Margin Lending, MLC Limited (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPC005 Estate and Succession Planning, Kaplan Higher Education Pty Limited (2021); FPC006 Tax and Commercial Law for Financial Planning, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- 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 McCarthy
On the Financial Advisers Register kept by ASIC, Grant McCarthy appears as a current financial adviser in Warrnambool, Victoria, adviser number 000340814.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 3 July 2017.
According to the register, Grant first provided financial advice in 2009. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2009), Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2009) and ASX Listed Product Accreditation Course (LPAC) (LPAC Online, 2011).
Grant is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 McCarthy a registered financial adviser?
Yes. Grant McCarthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340814.
Which licensee does Grant McCarthy work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Grant McCarthy 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; derivatives. 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."