Stephen Charles Grant
Financial Adviser in Werribee, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235900
- Location
- Werribee VIC 3030
- Licensee
- Apex Macro Financial Group Pty. Ltd. (AFSL 498715)
- Authorised since
- 3 September 2019
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (2004); Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) Pty Ltd (2005); Bachelor of Business (Accounting), Chrales Sturt University (2006); Self Managed Superannuation Funds, Kaplan (2009); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); Masters of Financial Planning, Kaplan Higher Education Pty Ltd (2025)
- Memberships
- National Institute of Accountants (NIA)
- 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 Stephen Charles Grant
Stephen Charles Grant is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Werribee, Victoria (adviser number 000235900).
The licensee Stephen advises under is Apex Macro Financial Group Pty. Ltd. (AFS licence 498715). The current authorisation started on 3 September 2019.
The register records 2009 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Diploma of Financial Services (Financial Planning) (Integratec, 2004), Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust) Pty Ltd, 2005) and Bachelor of Business (Accounting) (Chrales Sturt University, 2006). Stephen is recorded as a member of National Institute of Accountants (NIA).
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 Stephen Charles Grant a registered financial adviser?
Yes. Stephen Charles Grant is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235900.
Which licensee does Stephen Charles Grant work under?
Apex Macro Financial Group Pty. Ltd., Australian financial services licence 498715.
What can Stephen Charles 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.