Financial Adviser · RICHMOND, VIC

Colin David Grant

RICHMOND, VIC

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006249

Currently at

The Advice Exchange

South Yarra, VIC (firm address)

View firm profile

About Colin David Grant

Colin David Grant is a financial adviser based in Richmond, Victoria, with 21 years of experience in the financial services industry since 2005. Colin is currently authorised under The Advice Exchange. Colin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Colin's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Colin 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

Restrictions: excludes credit services

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

The Advice Exchange Pty Ltd

Jun 2026 - Present Current

excludes credit services

Akumin Financial Planning Pty Limited

Jan 2024 - May 2026 Ceased

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