Financial Adviser
· CANNING VALE, WA
Jack Grimshaw
No disciplinary history on record with ASIC
CANNING VALE,
WA
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250942
About Jack Grimshaw
Jack Grimshaw is a financial adviser based in Canning Vale, Western Australia, with 9 years of experience in the financial services industry since 2017. Jack is currently authorised under Barns Financial Services. Jack holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jack's qualifications include a Master of Financial Planning from Kaplan. Jack 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce
University of Western Australia
2014
Bachelor of Economics
University of Western Australia
2016
Master of Financial Planning
Kaplan
2025
Commercial Law
Regulation & Legal Obligations - Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan