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

Colin David Grant

21 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001006249

Colin David Grant is a financial adviser based in Launceston, Tasmania, with 21 years of experience in the financial services industry. Colin is currently authorised under Akumin Financial Planning Pty Limited. Colin 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

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

2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2008
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Shadforth Financial Group Limited
Sep 2015 - Aug 2023 Ceased
Tpt Wealth Ltd
Jul 2010 - Sep 2015 Ceased
Self-Managed Superannuation Fund - Investment Advice Only

Source: ASIC Financial Advisers Register