Financial Adviser
· MELBOURNE, VIC
Jonathan Paul Grant
No disciplinary history on record with ASIC
MELBOURNE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239267
About Jonathan Paul Grant
Jonathan Paul Grant is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry since 2000. Jonathan is currently authorised under Ropan Licensees. Jonathan holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Certified Financial Planner from FPA. Jonathan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Certified Financial Planner
FPA
2003
Diploma of Financial Planning
Deakin University
2007
Certificate of Applied Self Managed Superannuation Fund AAdvice
Australian Executor Trustees
2009
Certificate of ASX Securities
KAPLAN