Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARRNAMBOOL, VIC

Grant Mccarthy

17 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000340814

Grant Mccarthy is a financial adviser based in Warrnambool, Victoria, with 17 years of experience in the financial services industry. Grant is currently authorised under Akumin Financial Planning Pty 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 Margin Lending

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

2009
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2011
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2011
Margin Lending
MLC Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
FPC005 Estate and Succession Planning
Kaplan Higher Education Pty Limited
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jul 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MAGNITUDE GROUP PTY LTD
Apr 2012 - Jun 2017 Ceased
Count Financial Limited
Aug 2011 - Mar 2012 Ceased
GWM ADVISER SERVICES PTY LTD
Sep 2009 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register