JALEL JOSHUA GRANT

Financial Adviser ยท South Melbourne, VIC

Registered

Registration Number

000425529

Registration Status

Registered

Location

South Melbourne, VIC 3205

Providing Advice Since

2012

Registration Date

23/07/2012

Financial Services Licensee

NEWHAVEN WEALTH PTY LTD

Licence #000422120

๐Ÿ“š Qualifications & Training

2005 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2025 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association

๐Ÿข Professional Memberships

SMSF Association

โ„น๏ธ 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.