Allan Grant – Financial Adviser
Adviser identifying number: 441693
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: AUSTRALIAN PLANNING SERVICES PTY LTD
Licence number: 225982
Licensee’s ABN: 55010521810
Licence controlled by: NETWEALTH GROUP LIMITED
The date the Financial Adviser commenced the appointment: 20/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN PLANNING SERVICES PTY LTD
Authorised Representative identifying number: 225982
Authorised Representative’s ABN: 55010521810
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:
- Bachelor of Commerce – Financial Planning – Deakin University
- Diploma of Commerce – Melbourne Institute of Business and Technology
- Masters of Applied Finance – Monash University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Allan Grant 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