Jonathan Paul Grant – Financial Adviser

Adviser identifying number: 239267
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: ROPAN LICENSEES PTY. LTD.
Licence number: 353890
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/08/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ROPAN LICENSEES PTY. LTD.
Authorised Representative identifying number: 353890
Authorised Representative’s ABN:

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 of ASX Securities – KAPLAN
  • Certificate of Applied Self Managed Superannuation Fund AAdvice – Australian Executor Trustees
  • Diploma of Financial Planning – Deakin University

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

Jonathan Paul Grant is authorised to provide advices on following products:

  • Government Debentures, Stocks or Bonds
  • 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