GRANT ALAN MOREHEAD

Financial Adviser · Jordan Springs, NSW

Registered

Registration Number

000301491

Registration Status

Registered

Location

Jordan Springs, NSW 2747

Providing Advice Since

2006

Registration Date

24/05/2006

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2006 - Bachelor of Business (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - The National Finance Institute
2017 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - National Finance Institute

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.