Grant Loechel – Financial Adviser

Adviser identifying number: 239788
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: FUTURO FINANCIAL SERVICES PTY LTD
Licence number: 238478
Licensee’s ABN: 30085870015
Licence controlled by: HIGHFIELD GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 28/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FUTURO FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 238478
Authorised Representative’s ABN: 30085870015

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

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certificate IV in Finance and Mortgage Broking – Kaplan
  • Certified Financial Planner – FPA
  • Margin Lending and Geared Investments – Kaplan
  • Master of Financial Planning – University of the Sunshine Coast
  • Self Managed Superannuation Funds – Kaplan

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

Grant Loechel 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services