Financial Adviser · SOUTH MELBOURNE, VIC

Jalel Joshua Grant

SOUTH MELBOURNE, VIC
14 Years experience
ASIC Registered · ADV 000425529
Currently at
South Melbourne, VIC (firm address)

About Jalel Joshua Grant

Jalel Joshua Grant is a financial adviser based in South Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Jalel is currently authorised under Newhaven Wealth. Jalel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Jalel's qualifications include a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd. Jalel is a member of SMSF Association.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2025
SMSF Specialist Advisor (SSA)
SMSF Association

Registration History

Jul 2012 - Present Current
LOTUS SECURITIES PTY LTD
Oct 2011 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register