Financial Adviser · SYDNEY, NSW

Roy Philip Agranat

43 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000260009

Roy Philip Agranat is a financial adviser based in Sydney, New South Wales, with 43 years of experience in the financial services industry. Roy is currently authorised under Matrix Planning Solutions Limited. Roy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roy holds a Advanced Diploma of Financial Services (Financial Planning) (FNB60402) from Integratec.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2004

Advanced Diploma of Financial Services (Financial Planning) (FNB60402)

Integratec

Registration History

Matrix Planning Solutions Limited

Oct 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

A.C.N. 133 593 012 PTY LTD

Sep 2014 - Oct 2022 Ceased

Excludes SMSF

Findex Advice Services Pty Ltd

Jul 2006 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register