Financial Adviser
· NEWTOWN, VIC
Max Grant
No disciplinary history on record with ASIC
NEWTOWN,
VIC
8
Years experience
ASIC Registered · ADV 001273410
About Max Grant
Max Grant is a financial adviser based in Newtown, Victoria, with 8 years of experience in the financial services industry since 2018. Max is currently authorised under Muirfield Financial Services. Max holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Max's qualifications include a Certified Financial Planner from Financial Advice Association Australia. Max is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2018
Bachelor of Commerce
Deakin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Master of Financial Planning
Deakin University
2024
Accredited Aged Care Professional
Aged Care Steps
2024
Certified Financial Planner
Financial Advice Association Australia