Ryan Grant

Affinity Wealth Plus

Gold
14 Yrs Experience
Beaudesert, QLD 4285

Recent reviews

Affinity Wealth Plus

Suite 19, 115 Brisbane St
Beaudesert, QLD 4285

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce (Financial Planning and Investments)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Cip Licensing Limited

AFSL 471728

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Ryan has been my adviser for close to ten years now. I have complete confidence in his advise as I know him to be extremely honest, caring, knowledgeable in his field and personable and approachable at all times. He has become a friend as well as the best adviser I could ever recommend. I would refer my friends to him without a second thought. Having come from the United States he has had to deal with international issues and researched what was necessary. My portfolio was extremely complex. He handled it as a challenge and came through with the best results after many hours of investigating and questioning others in the field. He was always positive and thoughtful but most of all calm in times of stress...which is something I admire and need with an adviser."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets

Qualifications & Training

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
The National Finance Institute (NFI)
Completed
2007

Certificate in Margin Lending

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2014

Bachelor of Commerce (Financial Planning and Investments)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2006

Certificate in Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education (prev RG146 Training Australia)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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