Financial Adviser
· MACKSVILLE, NSW
Grant Homes
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252391
Grant Homes is a financial adviser based in Macksville, New South Wales, with 9 years of experience in the financial services industry. Grant is currently authorised under Count Financial 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Grant 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce (Finance)
University of Newcastle
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Self Managed Superannuation Funds
Kaplan Professional
2015
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education