Grant Williams
Financial Adviser
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About
Grant Williams is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to clients in Sydney, NSW. With a Bachelor of Business from Kuring-gai College of Advanced Education (1987) and further qualifications including the ASX / ACH Responsible Executive Exam (Tribeca, 2005), Margin Lending and Geared Investments (Deakin Prime, 2010), and Ethics and Professional Relationships (QUT, 2020), Grant possesses a comprehensive understanding of the financial landscape. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Grant adheres to the highest ethical and professional standards. Grant is authorized to provide advice on a range of financial products, including superannuation and wealth management, alongside securities and government debt securities. He works with clients to help them achieve their financial goals through personalised strategies and ongoing support. Key services include: • Superannuation advice • Wealth management • Investment advice for securities • Advice on government debt securities Ready to take control of your financial future? Contact Grant Williams today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Grant Williams offer?
Grant Williams specializes in providing advice on superannuation, wealth management, securities, and government debt securities. He creates personalized strategies to help clients achieve their financial goals.
What are Grant Williams's qualifications and experience?
Grant holds a Bachelor of Business from Kuring-gai College of Advanced Education and has completed several industry-specific qualifications, including the ASX / ACH Responsible Executive Exam, Margin Lending and Geared Investments, and Ethics and Professional Relationships. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
How does Grant Williams approach financial planning?
Grant takes a client-focused approach, starting with a thorough understanding of your financial situation and goals. He then develops a tailored strategy to help you achieve those goals, providing ongoing support and advice along the way.
What should I expect during my first consultation with Grant Williams?
During your first consultation, you can expect to discuss your financial situation, goals, and any concerns you may have. Grant will explain his services and how he can help you achieve your financial aspirations. It's an opportunity to get to know each other and determine if Grant is the right financial advisor for you.
Does Grant Williams work with SMSFs?
Yes, Grant Williams is authorized to provide advice on superannuation, which includes SMSFs. He can assist with establishing, managing, and optimizing your SMSF to meet your retirement goals.
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