Data sourced from ASIC Financial Advisers Register
Financial Adviser · JORDAN SPRINGS, NSW

Grant Alan Morehead

20 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000301491

Grant Alan Morehead is a financial adviser based in Jordan Springs, New South Wales, with 20 years of experience in the financial services industry. Grant is currently authorised under Akumin Financial Planning 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 (Applied Finance) from University of Western Sydney.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Bachelor of Business (Applied Finance)
University of Western Sydney
2016
Certificate IV in Finance and Mortgage Broking
The National Finance Institute
2017
Diploma of Finance and Mortgage Broking Management
National Finance Institute

Registration History

Akumin Financial Planning Pty Limited
May 2006 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register