Financial Adviser · SALISBURY, QLD

Ryan David Grant

SALISBURY, QLD
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000322428
Practice
Salisbury, QLD (practice address on ASIC register)
Licensed through Finchley & Kent

About Ryan David Grant

Ryan David Grant is a financial adviser based in Salisbury, Queensland, with 18 years of experience in the financial services industry since 2008. Ryan works at Grant Wealth Management, which is licensed through Finchley & Kent. Ryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ryan's qualifications include a Bachelor of Commerce (Financial Planning and Investments) from Griffith University. Ryan 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Commerce (Financial Planning and Investments)
Griffith University
2007
Certificate IV in Financial Services (Finance/Mortgage Broking)
The National Finance Institute
2014
Certification in Self Managed Super Funds
RG146 Training Australia
2014
Margin Lending Certification
Mentor Education
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aug 2024 - Present Current
Dec 2023 - Aug 2024 Ceased
Jul 2019 - Nov 2023 Ceased
Feb 2015 - Jun 2019 Ceased
Jul 2013 - Jan 2015 Ceased
Oct 2009 - Jul 2013 Ceased

Source: ASIC Financial Advisers Register