John Grima – Financial Adviser
Adviser identifying number: 239522
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989
Name of the licence holder: SOLAR FINANCIAL ADVISORY PTY LTD
Licence number: 431915
Licensee’s ABN: 89161427916
Licence controlled by:
The date the Financial Adviser commenced the appointment: 22/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVANCED FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 240302
Authorised Representative’s ABN: 89087158665
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 – Financial Planning Association
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
John Grima 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