Financial Adviser
· SOUTH MELBOURNE, VIC
Jalel Joshua Grant
No disciplinary history on record with ASIC
14
Years experience
ASIC Registered · ADV 000425529
Jalel Joshua Grant is a financial adviser based in South Melbourne, Victoria, with 14 years of experience in the financial services industry. Jalel is currently authorised under Newhaven Wealth Pty Ltd. Jalel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd. Jalel is a member of SMSF Association.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2025
SMSF Specialist Advisor (SSA)
SMSF Association