Financial Adviser
· BRISBANE, QLD
Richard James Grimshaw
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277096
Richard James Grimshaw is a financial adviser based in Brisbane, Queensland, with 26 years of experience in the financial services industry. Richard is currently authorised under Mackay Private Partners Pty Ltd. Richard 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 (Banking & Finance) from Monash University. Richard is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business (Banking & Finance)
Monash University
2000
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2005
Self Managed Superannuation Funds
Australian Executor Trustees
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
SMSF Specialist Advisor Program
SMSF Association
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
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