GRANT RONALD INNIS

Financial Adviser · Epping, NSW

Registered

Registration Number

000270324

Registration Status

Registered

Location

Epping, NSW 2121

Providing Advice Since

1993

Registration Date

01/03/2004

Financial Services Licensee

NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED

Licence #000245627

📚 Qualifications & Training

1994 - Bachelor of Business (Finance & Economics) - - University of Technology Sydney
1995 - Diploma of Financial Planning - - RMIT University
1996 - Certified Financial Planner - - Financial Planning Association of Australia
2003 - Foundation DFP - - Financial Planning Association of Australia

🏢 Professional Memberships

Economic Society of Australia
Financial Services Institute of Australasia (FINSIA)
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.