Data sourced from ASIC Financial Advisers Register
Financial Adviser · DEVONPORT, TAS

Grant Mccormack

19 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000319338

Grant Mccormack is a financial adviser based in Devonport, Tasmania, with 19 years of experience in the financial services industry. Grant is currently authorised under Charter Financial Planning Limited. 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2007
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2008
SMSF Course
Kaplan Higher Education Pty Limited
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Nov 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Nov 2007 - Nov 2024 Ceased
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