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2007 - Diploma of Financial Services (Financial Planning)
2009 - Authorised Representative (336539), Count Financial Limited
2010 - Certificate Margin Lending and Geared Investments
2013 - Advanced Diploma of Financial Planning
2015 - Self Managed Superannuation Fund Specialist Accreditation
2015 - Tax Practitioners Board (Tax Financial Adviser)
Credit Representative (394234), Finconnect (Australia) Pty
Certificate IV Financial Services (Finance/Mortgage Broking)
MFAA Compliance Pack
MFAA AML/CTF eLearning

2015 – Member, Association of Financial Advisers (AFA)
Member, FBAA (Finance Brokers Association of Australia)
Member, AFCA (Australian Financial Complaints Authority)

Experience: Grant joined the team in 2008 and takes great pride in providing quality financial planning advice to our valued clients. He is also passionate about financial literacy education.

Tasks & Specialties:
Complex Financial Strategy Analysis and Advice
Generate Advice Documents and Oversee Implementation
Self-Managed Super Fund Limited Recourse Borrowing Advice
Marketing (Social media, Website Administration)
Coordinate Car and Asset Finance
Home and Investment Loans
Business and Commercial Finance
Self-Managed Superannuation Fund Limited Recourse
Marketing (Social Media, Website Administration)

Interests: Grant has a young family. He also sings barbershop, plays guitar and reads in his spare time.

Get in contact

  • Toowoomba Office

    101 Neil Street, Toowoomba, QLD, 4350
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    PO Box 2232, Toowoomba, QLD, 4350

    Telephone: (07) 4688 9111
    Fax: (07) 4688 9199