You are here: Home > About > Meet The Team > Profiles > Grant van Heerden

Qualifications:
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
Ltd
Certificate IV Financial Services (Finance/Mortgage Broking)
MFAA Compliance Pack
MFAA AML/CTF eLearning

Associations:
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
Borrowing
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

    Office: 
    101 Neil Street, Toowoomba, QLD, 4350
    Get Directions
    Postal: 
    PO Box 2232, Toowoomba, QLD, 4350

    Telephone: (07) 4688 9111
    Fax: (07) 4688 9199
    Email: info@ridgwayaccounting.com.au