Financial Adviser · BRISBANE CITY, QLD

Grant Dougan

25 Years experience

Tax advice
authorised

Currently at

Brisbane City, QLD

View firm profile

ASIC Registered · ADV 000244799

Grant Dougan is a financial adviser based in Brisbane City, Queensland, with 25 years of experience in the financial services industry. Grant is currently authorised under Visis Pty Ltd. 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 Masters of Financial Planning from Griffith University. 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 Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: Managed Investment Schemes - MDA Services

Authorised to provide tax financial advice services

Qualifications and Training

2008

Advanced Diploma of Financial Planning

Kaplan

2020

Ethics & Professionalism in Financial Advice

Ethics - Griffith University

2020

Masters of Financial Planning

Griffith University

Registration History

Visis Pty Ltd

Jul 2011 - Present Current

Managed Investment Schemes - MDA Services

Professional Investment Services Pty Ltd

Jan 2009 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register