Grant Innis
Financial Adviser
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About
Grant Innis is an ASIC-registered financial adviser based in Epping, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Finance & Economics) from the University of Technology Sydney (1994) and a Diploma of Financial Planning from RMIT University (1995), Grant has built a strong foundation of knowledge and expertise. He further enhanced his credentials by becoming a Certified Financial Planner with the Financial Planning Association of Australia in 1996 and completing the Foundation DFP in 2003. As a member of the Economic Society of Australia, the Financial Services Institute of Australasia (FINSIA), and the SMSF Association, Grant remains committed to professional development and upholding the highest standards of ethical conduct. Authorised to provide advice on a broad range of financial products, Grant can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Derivatives • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, managing your investments, or seeking to protect your assets, Grant provides personalised guidance to help you make informed decisions. Contact Grant today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Grant Innis offer?
Grant Innis provides a comprehensive range of financial planning services including superannuation advice, insurance, wealth management, retirement planning, and investment strategies. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Grant Innis have?
Grant Innis holds a Bachelor of Business (Finance & Economics) from the University of Technology Sydney, a Diploma of Financial Planning from RMIT University, and is a Certified Financial Planner with the Financial Planning Association of Australia. He also completed the Foundation DFP.
How does the financial planning process work with Grant Innis?
The financial planning process typically begins with an initial consultation to understand your financial goals and current situation. Grant will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving needs.
What professional memberships does Grant Innis hold?
Grant Innis is a member of the Economic Society of Australia, the Financial Services Institute of Australasia (FINSIA), and the SMSF Association.
What can I expect from a consultation with Grant Innis?
During a consultation with Grant Innis, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a personalized strategy tailored to your specific goals. Grant is committed to providing transparent, unbiased advice and building long-term relationships with his clients.
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