Grant David Simpson – Financial Adviser

Adviser identifying number: 235929
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: ADVICE EVOLUTION PTY LTD
Licence number: 342880
Licensee’s ABN: 66137858023
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVICE EVOLUTION PTY LTD
Authorised Representative identifying number: 342880
Authorised Representative’s ABN: 66137858023

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:

  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – Deakin University
  • Direct Equities – AXA
  • Margin Lending and Geared investments – Kaplan
  • SMSF – Centre For Adviser development

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Grant David Simpson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Risk Products