John Grant
Financial Adviser in Armidale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000952
- Location
- Armidale NSW 2350
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 23 November 2015
- First provided advice
- 1996
- Qualifications
- Associate Diploma of Business (Accounting), Box Hill College of TAFE (1992); Diploma of Financial Planning, Deakin University, FPA (2000); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2001); Margin Lending and Geared Investments, Kaplan Professional (2010); SMSF Core Course, DBA Network Pty Ltd (2017)
- 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 John Grant
John Grant is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Armidale, New South Wales (adviser number 001000952).
Advice is given under the Australian financial services licence of Findex Advice Services Pty Ltd, licence number 243253. The current authorisation started on 23 November 2015.
According to the register, John first provided financial advice in 1996. Qualifications and training on file include Associate Diploma of Business (Accounting) (Box Hill College of TAFE, 1992), Diploma of Financial Planning (Deakin University, FPA, 2000) and Certified Financial Planner (CFP®) (Financial Planning Association of Australia (FPA), 2001). Professional memberships recorded: 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 John Grant a registered financial adviser?
Yes. John Grant is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000952.
Which licensee does John Grant work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can John Grant 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.