Samuel Grant – Financial Adviser

Adviser identifying number: 1254810
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: CRAIGS INVESTMENT PARTNERS LIMITED
Licence number: 363407
Licensee’s ABN:
Licence controlled by: CRAIGS INVESTMENT PARTNERS LIMITED

The date the Financial Adviser commenced the appointment: 22/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRAIGS INVESTMENT PARTNERS LIMITED
Authorised Representative identifying number: 000363407
Authorised Representative’s ABN:

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 (Finance and Accounting) – Otago University
  • Certificate of Authorisation – AFA – Financial Markets Authority

Relevant memberships of professional bodies or industry associations: NZX Associate Adviser

Samuel Grant is authorised to provide advices on following products:

  • Derivatives
  • Foreign Exchange Contracts
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
  • Securities