Financial Adviser
· BRISBANE, QLD
Grant Andrew Wallace
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258410
Grant Andrew Wallace is a financial adviser based in Brisbane, Queensland, with 27 years of experience in the financial services industry. Grant is currently authorised under Libertate Advisory 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 Bachelor of Business. Grant is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1982
Bachelor of Business
1987
Professional Year
Chartered Accountants Australia and New Zealand
1999
Diploma of Financial Planning
PACT Accountants Investment Group P/L in association with Institute of Chartered Accountants in Aust