Jonathan Grant Financial Planner Report

Name:
Jonathan Paul Grant

Rep Number:
000239267

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2013-08-01 onwards

Licensee
Name:

Number:
000353890

Appointed By
Name:
Ropan Licensees Pty. Ltd.

Licence Number:
000353890

May advise on following product areas:
Government Debentures, Stocks or Bonds
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
KAPLAN
Certificate of ASX Securities
Australian Executor Trustees
Certificate of Applied Self Managed Superannuation Fund AAdvice
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)