Financial Adviser
· SANDRINGHAM, VIC
Robert John Grigg
No disciplinary history on record with ASIC
SANDRINGHAM,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000237157
About Robert John Grigg
Robert John Grigg is a financial adviser based in Sandringham, Victoria, with 23 years of experience in the financial services industry since 2003. Robert is currently authorised under Smarter Cashflow Solutions. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Bachelor of Business (Banking and Finance) from Monash University. Robert 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
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Business (Banking and Finance)
Monash University
1994
Bachelor of Business (Accounting)
Monash University
2004
Advanced Diploma in Financial Services (Financial Planning)
Deakin
2013
Self Managed Superannuation Funds
Kaplan
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register