Grant Heerden
Financial Adviser
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About
Grant Heerden is an ASIC-registered financial adviser based in Toowoomba, QLD, dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. With a Diploma of Financial Services (Financial Planning) obtained in 2007 and an Advanced Diploma of Financial Planning completed in 2013, Grant possesses a strong foundation of knowledge and experience in the financial services industry. Further qualifications include a Certificate IV in Financial Services (Finance/Mortgage Broking) and specialist training in Margin Lending and Geared Investments. As a member of the Financial Advice Association of Australia (FAAA), Grant adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and securities. Grant's expertise allows him to offer tailored strategies in wealth management and retirement planning, ensuring clients are well-prepared for their financial future. He can advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Grant provides expert guidance in the following key areas: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning Ready to take control of your financial future? Contact Grant Heerden today for 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 Heerden offer?
Grant Heerden specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Grant Heerden have?
Grant holds a Diploma of Financial Services (Financial Planning), a Certificate IV in Financial Services (Finance/Mortgage Broking), specialist training in Margin Lending and Geared Investments, and an Advanced Diploma of Financial Planning.
What is involved in Grant Heerden's financial planning process?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Grant will then develop a personalised financial plan tailored to your needs, which is then implemented and regularly reviewed to ensure it remains aligned with your evolving circumstances.
What professional associations does Grant Heerden belong to?
Grant is a member of the Financial Advice Association of Australia (FAAA).
What can I expect from working with Grant Heerden?
You can expect a professional, personalised, and ethical approach to financial advice. Grant is committed to providing clear and understandable guidance to help you make informed decisions and achieve your financial goals.
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