Financial Adviser
· CAMBERWELL, VIC
Grant Andrew Mcwhinney
No disciplinary history on record with ASIC
CAMBERWELL,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333637
About Grant Andrew Mcwhinney
Grant Andrew Mcwhinney is a financial adviser based in Camberwell, Victoria, with 18 years of experience in the financial services industry since 2008. Grant is currently authorised under Viridian Advisory. Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Grant's qualifications include a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd. Grant 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2013
Self-Managed Superannuation Funds
Kaplan Professional Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register