Ryan Grant
Affinity Wealth Plus
Recent reviews
Affinity Wealth Plus
Suite 19, 115 Brisbane StBeaudesert, QLD 4285
Opening hours
- 9:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Gold
- Rating
- 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
My fees
Licensed by
Cip Licensing Limited
AFSL 471728
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Jane, 65+ years, Arthurs Creek, VIC
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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