Financial Adviser
· SALISBURY, QLD
Ryan David Grant
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000322428
Ryan David Grant is a financial adviser based in Salisbury, Queensland, with 18 years of experience in the financial services industry. Ryan is currently authorised under Finchley & Kent Pty Ltd. Ryan 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 Commerce (Financial Planning and Investments) from Griffith University. Ryan 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Financial Planning and Investments)
Griffith University
2007
Certificate IV in Financial Services (Finance/Mortgage Broking)
The National Finance Institute
2014
Certification in Self Managed Super Funds
RG146 Training Australia
2014
Margin Lending Certification
Mentor Education
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional