Grant McCormack
Financial Adviser in Devonport, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319338
- Location
- Devonport TAS 7310
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 November 2024
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); SMSF Course, Kaplan Higher Education Pty Limited (2009)
- 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, 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 McCormack
On the Financial Advisers Register kept by ASIC, Grant McCormack appears as a current financial adviser in Devonport, Tasmania, adviser number 000319338.
Grant provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 1 November 2024.
The register records 2007 as the year Grant first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008).
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.
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 McCormack a registered financial adviser?
Yes. Grant McCormack is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319338.
Which licensee does Grant McCormack work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Grant McCormack 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; 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."