Grant Simpson
Financial Adviser
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About
Grant Simpson is an ASIC-registered financial adviser based in Mona Vale, NSW, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Grant holds a Certified Financial Planner designation from the Financial Planning Association of Australia (2002), a Diploma of Financial Planning from Deakin University (2002), a Graduate Certificate (2017) and Master of Financial Planning (2018) from Griffith University, and completed Ethics and Professionalism in Financial Advice training through Kaplan Professional (2019). Grant is also a SuperConcepts & ICFS Specialist SMSF Course graduate from The University of Adelaide / Super Concepts (2022). He is a proud member of the Financial Advice Association of Australia (FAAA). Grant is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. He takes a holistic approach to financial planning, tailoring strategies to meet each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Grant Simpson today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Grant Simpson offer?
Grant Simpson provides advice on a wide range of financial products and services including superannuation, retirement planning, wealth management, insurance, and investments. He creates tailored strategies to help clients achieve their financial goals.
What are Grant Simpson's qualifications and experience?
Grant is a Certified Financial Planner with over 20 years of experience. He holds a Diploma of Financial Planning, a Graduate Certificate and a Master of Financial Planning, and is a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Grant Simpson?
During your initial consultation, Grant will take the time to understand your financial situation, goals, and risk tolerance. He will then outline how he can help you achieve your objectives and answer any questions you may have about his services or fees.
How does Grant Simpson develop a financial plan?
Grant develops personalized financial plans based on a thorough assessment of your current financial situation, future goals, and risk tolerance. He considers all aspects of your financial life to create a comprehensive and tailored strategy.
What is Grant Simpson's approach to investment advice?
Grant takes a strategic and disciplined approach to investment advice, focusing on long-term growth and risk management. He carefully considers your investment objectives and risk tolerance to create a diversified portfolio that aligns with your financial goals.
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