JONATHAN PAUL GRANT
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Certified Financial Planner - Professional Designations - FPA
2003 - Diploma of Financial Planning - - Deakin University
2007 - Certificate of Applied Self Managed Superannuation Fund AAdvice - - Australian Executor Trustees
2009 - Certificate of ASX Securities - - KAPLAN
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.