James Elliot Grindrod
Financial Adviser in Melbourne, Victoria, Australia
Review James Elliot Grindrod
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000427928
- Location
- Melbourne VIC 3004
- Licensee
- McAllister Wealth Group Pty Ltd (AFSL 535240)
- Authorised since
- 1 December 2021
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Finance and Economics), Victoria University of Wellington (2005); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2018); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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 James Elliot Grindrod
On the Financial Advisers Register kept by ASIC, James Elliot Grindrod appears as a current financial adviser in Melbourne, Victoria, adviser number 000427928.
Advice is given under the Australian financial services licence of McAllister Wealth Group Pty Ltd, licence number 535240. The current authorisation started on 1 December 2021.
According to the register, James first provided financial advice in 2012. The qualifications listed for James include Bachelor of Commerce (Finance and Economics) (Victoria University of Wellington, 2005), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2011) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2018).
James 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.
Reviews
Nobody has reviewed James Elliot Grindrod here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is James Elliot Grindrod a registered financial adviser?
Yes. James Elliot Grindrod is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000427928.
Which licensee does James Elliot Grindrod work under?
McAllister Wealth Group Pty Ltd, Australian financial services licence 535240.
What can James Elliot Grindrod 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.