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