Financial Adviser
· WERRIBEE, VIC
Stephen Charles Grant
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235900
Stephen Charles Grant is a financial adviser based in Werribee, Victoria, with 17 years of experience in the financial services industry. Stephen is currently authorised under Apex Macro Financial Group Pty. Ltd.. Stephen 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 Masters of Financial Planning from Kaplan Higher Education Pty Ltd. Stephen is a member of National Institute of Accountants (NIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Integratec
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Ltd
2006
Bachelor of Business (Accounting)
Chrales Sturt University
2009
Self Managed Superannuation Funds
Kaplan
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2025
Masters of Financial Planning
Kaplan Higher Education Pty Ltd