Robert John Grigg
Financial Adviser in Sandringham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237157
- Location
- Sandringham VIC 3191
- Licensee
- Smarter Cashflow Solutions Pty Ltd (AFSL 538070)
- Authorised since
- 11 April 2022
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Banking and Finance), Monash University (1988); Bachelor of Business (Accounting), Monash University (1994); Advanced Diploma in Financial Services (Financial Planning), Deakin (2004); Self Managed Superannuation Funds, Kaplan (2013); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert John Grigg
On the Financial Advisers Register kept by ASIC, Robert John Grigg appears as a current financial adviser in Sandringham, Victoria, adviser number 000237157.
Robert provides advice as an authorised representative of Smarter Cashflow Solutions Pty Ltd, which holds Australian financial services licence 538070. That authorisation dates from 11 April 2022.
According to the register, Robert first provided financial advice in 2003. The qualifications listed for Robert include Bachelor of Business (Banking and Finance) (Monash University, 1988), Bachelor of Business (Accounting) (Monash University, 1994) and Advanced Diploma in Financial Services (Financial Planning) (Deakin, 2004). 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Robert John Grigg a registered financial adviser?
Yes. Robert John Grigg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237157.
Which licensee does Robert John Grigg work under?
Smarter Cashflow Solutions Pty Ltd, Australian financial services licence 538070.
What can Robert John Grigg give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.