Financial Adviser
· BARTON, ACT
Grant Mathew Alleyn
No disciplinary history on record with ASIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002211
Grant Mathew Alleyn is a financial adviser based in Barton, Australian Capital Territory, with 34 years of experience in the financial services industry. Grant is currently authorised under Allegra Wealth Pty Limited. Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting & Computing) from UNE. Grant is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business (Accounting & Computing)
UNE
1995
Certified Practicing Accountant
CPA
1995
Graduate Diploma in Applied Finance & Investment
Securities Institute of Australia
1999
Diploma of Financial Planning
Financial Planning Association
2011
SMSF Specialist Advisor
SMSF Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional