Financial Adviser
· ALBURY, NSW
Grant Walter Pratt
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409869
Grant Walter Pratt is a financial adviser based in Albury, New South Wales, with 15 years of experience in the financial services industry. Grant is currently authorised under Infocus Securities Australia Pty Ltd. 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 Advanced Diploma of Financial Planning from Kaplan Professional.
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
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register