Grant Gerald Van Heerden – Financial Adviser

Adviser identifying number: 336539
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: COUNT FINANCIAL LIMITED
Licence number: 227232
Licensee’s ABN: 19001974625
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 08/04/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COUNT FINANCIAL LIMITED
Authorised Representative identifying number: 227232
Authorised Representative’s ABN: 19001974625

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Planning (FNS60410) – Kaplan Professional
  • Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 – Australis College (formerly Intellitrain)
  • Diploma of Financial Services (Financial Planning) FNS50804 – Mentor Education / RG146
  • Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Grant Gerald Van Heerden is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility