Financial Adviser · SYDNEY, NSW

Grant John Williams

39 Years experience
Tax advice
authorised
ASIC Registered · ADV 000223943

Grant John Williams is a financial adviser based in Sydney, New South Wales, with 39 years of experience in the financial services industry. Grant is currently authorised under Morgans Financial Limited. Grant holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from Kuring-gai College of Advanced Education. Grant is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1987
Bachelor of Business
Kuring-gai College of Advanced Education
2005
ASX / ACH Responsible Executive Exam
Tribeca
2010
Margin Lending and Geared Investments
Deakin Prime
2020
Ethics and Professional Relationships
Ethics - QUT

Registration History

May 2010 - Present Current
Mar 2003 - Feb 2020 Ceased
ACN 003 274 084 PTY LTD
Jan 1987 - May 2010 Ceased

Source: ASIC Financial Advisers Register