Data sourced from ASIC Financial Advisers Register
Financial Adviser · MERIMBULA, NSW

Grant James Maze

10 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001238475

Grant James Maze is a financial adviser based in Merimbula, New South Wales, with 10 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 Economics from University of New South Wales.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

1997
Bachelor of Economics
University of New South Wales
2015
Diploma of Financial Planning
Integrity Education Group
2016
Advanced Diploma of Financial Planning
Integrity Education Group
2019
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2024
Tax for Financial Advising
Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jun 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Jan 2018 - Jun 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jan 2016 - Jun 2016 Ceased
MDA services are restricted to Limited Authority to Operate services. 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