Grant Innis Financial Planner Report

Name:
Grant Ronald Innis

Rep Number:
000270324

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2004-03-01 onwards

Location:
Epping, Sydney, NSW, 2121

Licensee
Name:

Number:
000245627

ABN:
35 074 700 995

Appointed By
Name:
Northhaven Financial Management Pty Limited

Licence Number:
000245627

ABN:
35 074 700 995

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Foreign Exchange Contracts
Government Debentures, Stocks or Bonds
Investment Life Insurance
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Technology Sydney
Bachelor of Business (Finance & Economics)
Financial Planning Association of Australia
Certified Financial Planner
RMIT University
Diploma of Financial Planning
Financial Planning Association of Australia
Foundation DFP
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation