Financial Adviser
· MONA VALE, NSW
Grant David Simpson
No disciplinary history on record with ASIC
MONA VALE,
NSW
40
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235929
About Grant David Simpson
Grant David Simpson is a financial adviser based in Mona Vale, New South Wales, with 40 years of experience in the financial services industry since 1986. Grant is currently authorised under Advice Evolution. Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Grant's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Grant is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Certified Financial Planner
Financial Planning Association of Australia
2002
Diploma of Financial Planning
Deakin University
2017
Graduate Certificate in Financial Planning
Griffith University
2018
Master of Financial Planning
Griffith University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide / Super Concepts