GRANT JAMES MAZE

Financial Adviser Β· Merimbula, NSW

Registered

Registration Number

001238475

Registration Status

Registered

Location

Merimbula, NSW 2543

Providing Advice Since

2016

Registration Date

18/01/2018

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

πŸ“š Qualifications & Training

1997 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2019 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2024 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.