Jonathan Paul Grant
Financial Adviser in Melbourne, Victoria, Australia
Review Jonathan Paul Grant
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 number000239267
- Location
- Melbourne VIC 3000
- Licensee
- Ropan Licensees Pty. Ltd. (AFSL 353890)
- Authorised since
- 1 August 2013
- First provided advice
- 2000
- Qualifications
- Certified Financial Planner, FPA (2000); Diploma of Financial Planning, Deakin University (2003); Certificate of Applied Self Managed Superannuation Fund AAdvice, Australian Executor Trustees (2007); Certificate of ASX Securities, KAPLAN (2009)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Paul Grant
On the Financial Advisers Register kept by ASIC, Jonathan Paul Grant appears as a current financial adviser in Melbourne, Victoria, adviser number 000239267.
Advice is given under the Australian financial services licence of Ropan Licensees Pty. Ltd., licence number 353890. The current authorisation started on 1 August 2013.
According to the register, Jonathan first provided financial advice in 2000. The qualifications listed for Jonathan include Certified Financial Planner (FPA, 2000), Diploma of Financial Planning (Deakin University, 2003) and Certificate of Applied Self Managed Superannuation Fund AAdvice (Australian Executor Trustees, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Jonathan Paul Grant here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jonathan Paul Grant a registered financial adviser?
Yes. Jonathan Paul Grant is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239267.
Which licensee does Jonathan Paul Grant work under?
Ropan Licensees Pty. Ltd., Australian financial services licence 353890.
What can Jonathan Paul Grant give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.