Grant Edwards
Financial Adviser
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About
Grant Edwards is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Accounting) from RMIT (1993), a Diploma of Financial Planning from Deakin University/FPA (2004), and a Diploma of Advanced Tax from The Tax Institute (2012), Grant possesses a strong foundation of knowledge and expertise. He further holds certifications in Ethics and Professionalism in Financial Advice (Kaplan, 2019) and has passed the FASEA Financial Adviser Exam (2020). As a member of the Tax Practitioners Board, Grant adheres to the highest ethical and professional standards. Grant is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also offer guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His expertise allows him to create personalized strategies to help you build wealth, protect your assets, and plan for a comfortable retirement. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Grant today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What financial planning services does Grant Edwards offer?
Grant Edwards offers a comprehensive range of financial planning services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Grant Edwards have?
Grant Edwards holds a Bachelor of Business (Accounting) from RMIT, a Diploma of Financial Planning from Deakin University/FPA, and a Diploma of Advanced Tax from The Tax Institute. He also has certifications in Ethics and Professionalism in Financial Advice and has passed the FASEA Financial Adviser Exam.
How does Grant Edwards develop a financial plan for his clients?
Grant works closely with each client to understand their individual financial circumstances, goals, and risk tolerance. He then develops a customized financial plan that addresses their specific needs and helps them achieve their objectives. Regular reviews and adjustments are made to the plan as needed to ensure it remains aligned with the client's evolving circumstances.
What can I expect during my first meeting with Grant Edwards?
During your first meeting, Grant will discuss your financial situation, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have. This initial consultation is an opportunity for you to get to know Grant and determine if he is the right financial adviser for you.
Why should I choose Grant Edwards as my financial advisor?
Grant Edwards provides personalised advice, has extensive qualifications and adheres to high ethical standards. He's dedicated to assisting his clients to achieve their financial goals.
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