Financial Adviser
· ARMIDALE, NSW
John Grant
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000952
John Grant is a financial adviser based in Armidale, New South Wales, with 30 years of experience in the financial services industry. John is currently authorised under Findex Advice Services Pty Ltd. John 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 Certified Financial Planner (CFP®) from Financial Planning Association of Australia (FPA). John is a member of Financial Advice Association of Australia (FAAA).
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
Associate Diploma of Business (Accounting)
Box Hill College of TAFE
2000
Diploma of Financial Planning
Deakin University, FPA
2001
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Professional
2017
SMSF Core Course
DBA Network Pty Ltd
Registration History
Source: ASIC Financial Advisers Register