Grant has worked as a licensed Financial Adviser in the financial planning industry since 2012, after a career spanning 20 years in corporate management roles within the retail and franchising industries. Grant brings a practical level of understanding to financial advice via his experience working with small business owners and corporate executives.

Grant enjoys working with clients to make sure all financial strategies and options are identified and then helping clients make an informed decision on the best path forward based on each client’s specific objectives.

Grant specialises in taking a ‘whole of life’ approach to improving a client’s financial circumstances – which often includes examining a person’s debt structure, investment strategy, cash-flow, personal insurances, and estate planning.

Qualifications: Advanced Diploma of Financial Planning, Diploma of Financial Planning, Master of Business Administration, Bachelor of Commerce, Qualification in Self-Managed Superannuation Funds, Qualification in Margin Lending