GRANT MATHEW ALLEYN
Financial Adviser · Barton, ACT
📚 Qualifications & Training
1992 - Bachelor of Business (Accounting & Computing) - Bachelor Degree (AQF 7) - UNE
1995 - Certified Practicing Accountant - - CPA
1995 - Graduate Diploma in Applied Finance & Investment - - Securities Institute of Australia
1999 - Diploma of Financial Planning - - Financial Planning Association
2011 - SMSF Specialist Advisor - - SMSF Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.