GRANT ANDREW WALLACE
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1982 - Bachelor of Business - Accountancy - Bachelor Degree (AQF 7) - Queensland Institute of Technology
1987 - Professional Year - Professional Designations - Chartered Accountants Australia and New Zealand
1999 - Diploma of Financial Planning - - PACT Accountants Investment Group P/L in association with Institute of Chartered Accountants in Aust
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
The Tax 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.