Grant Helm Financial Planner Report

Name:
Grant Antony Helm

Rep Number:
001003458

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-07-18 onwards

Location:
Burwood, Sydney, NSW, 2134

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Victoria University
BCA
Securities Institute of Australia
Graduate Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)