Financial Adviser · EPPING, NSW

Grant Ronald Innis

33 Years experience
Tax advice
authorised
ASIC Registered · ADV 000270324

Grant Ronald Innis is a financial adviser based in Epping, New South Wales, with 33 years of experience in the financial services industry. Grant is currently authorised under Northhaven Private Wealth 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 Certified Financial Planner from Financial Planning Association of Australia. Grant is a member of Economic Society of Australia, Financial Services Institute of Australasia (FINSIA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Business (Finance & Economics)
University of Technology Sydney
1995
Diploma of Financial Planning
RMIT University
1996
Certified Financial Planner
Financial Planning Association of Australia
2003
Foundation DFP
Financial Planning Association of Australia

Registration History

Mar 2025 - Present Current
Mar 2004 - May 2025 Ceased
Authorised to provide personal financial product advice to retail clients on MDA Services

Source: ASIC Financial Advisers Register