STEPHEN CHARLES GRANT
Financial Adviser · Werribee, VIC
📚 Qualifications & Training
2004 - Diploma of Financial Services (Financial Planning) - - Integratec
2005 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca Learning (Aust) Pty Ltd
2006 - Bachelor of Business (Accounting) - - Chrales Sturt University
2009 - Self Managed Superannuation Funds - - Kaplan
2011 - Margin Lending and Geared Investments - - Kaplan Education Pty Ltd
2025 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
National Institute of Accountants (NIA)
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.