A dedicated, knowledgeable, and relationship focused adviser with over 20 years in the financial services industry.
Grant’s passion for his work shines throughout his interaction with clients. He enjoys obtaining a thorough understanding of client’s needs and objectives and then using his broad experience in advising to find bespoke solutions to their goals. He is experienced across investments, insurance and superannuation and has specialised in the needs of pre-retiree and retired clients for the last decade.
Grant’s tertiary qualifications include a Diploma of Financial Planning (having graduated as the FPA Top Graduate in Qld for 2002), the Certified Financial Planner Professional Education Program, and a Master of Business (Personal Financial Planning). Having completed the Chartered Financial Analyst (CFA®) Program in 2012, he also holds the designation of Chartered Financial Analyst from the CFA Institute, one of the highest distinctions in the investment management profession.
While Grant has enjoyed playing multiple sports over many years, he has gracefully hung up his boots and now enjoys watching his daughter Aleah progress in her sporting career. He also enjoys watching a range of sports, reading and spending time with family and friends.
Grant is available for appointments in our Brisbane CBD, Gold Coast and Noosa offices and has options for online and phone appointments.