Financial Adviser
· SAMFORD, QLD
Grant Loechel
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239788
Grant Loechel is a financial adviser based in Samford, Queensland, with 23 years of experience in the financial services industry. Grant is currently authorised under Futuro Financial Services 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 Master of Financial Planning from University of the Sunshine Coast. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Master of Financial Planning
University of the Sunshine Coast
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional
2015
Accredited Listed Product Adviser Program
Kaplan Professional