Grant has been employed in the financial services industry all his working life. Initially employed by the National Australia Bank, Grant developed strong written and verbal communication skills while at the same time learning the value of money and the importance of building wealth. In 1990 Grant joined National Mutual (AXA) to provide administration and Adviser / Client support for the National Mutual Corporate Superannuation plans. From National Mutual, Grant joined Prudential in 1994 to provide administration support on Prudential's full range of Superannuation and Personal Investments.

Areas of Practice:

• Financial Planning
• Superannuation & Retirement Strategies
• Centrelink Qualification
• Wealth Creation Strategies

Grant's roles with both National Mutual and Prudential has provided him with a thorough knowledge on the taxation and management issues as they relate to Superannuation.

In 1995, Grant joined Financial Planning & Life Pty Ltd to provide para-planning and client support services. Grant provides financial planning advice as an Authorised Representative (No. 223015) of Matrix Planning Solutions, the holder of Australian Financial Services License No. 238256.

He has proven skills in the areas of:

• Financial Planning
• Centrelink Qualification
• Wealth Creation

Grant holds a Diploma in Financial Planning issued by the Financial Planning Association of Australia (FPA) in conjunction with Deakin University and a Diploma of Superannuation Management issued by the Association of Superannuation Funds of Australia (ASFA) in conjunction with Macquarie University. He also holds the international designation of Certified Financial Planner (CFP) practitioner.

Grant is a Certified Financial Planner (CFP) member of the Financial Planning Association of Australia (FPA).

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