Grant Brook
Financial Adviser
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About
Grant Brook is an ASIC-registered financial adviser based in Torquay, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation including a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, along with specialized knowledge in Self Managed Super Funds and Margin Lending, Grant brings a wealth of expertise to his clients. As a member of the Financial Advice Association of Australia (FAAA), Grant adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, ensuring clients receive holistic support for their financial needs. Grant can assist with superannuation advice, insurance, wealth management, and retirement planning. His expertise also covers Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Grant offers a comprehensive suite of services, including: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Guidance Ready to take control of your financial future? Contact Grant Brook today to schedule a consultation and discover how personalized financial advice can help you achieve your dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Grant Brook provide?
Grant Brook provides advice on superannuation, retirement planning, wealth management, and insurance. He is authorized to provide advice on various financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Grant Brook have?
Grant Brook holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, along with specialized knowledge in Self Managed Super Funds and Margin Lending. He has also completed Ethics and Professionalism in Financial Advice training.
How does Grant Brook tailor financial advice to individual client needs?
Grant Brook takes a personalized approach to financial advice, carefully assessing each client's unique circumstances, goals, and risk tolerance to develop tailored strategies that align with their specific needs and objectives.
What can I expect during my first meeting with Grant Brook?
During your initial consultation with Grant Brook, you can expect a thorough discussion of your financial situation, goals, and priorities. He will explain his advice process and how he can help you achieve your financial objectives. This is an opportunity to ask questions and determine if his services are a good fit for your needs.
Why is it important to seek advice from an ASIC-registered financial advisor like Grant Brook?
Seeking advice from an ASIC-registered financial advisor ensures that you are working with a qualified professional who is bound by strict regulatory requirements and ethical standards. This provides you with confidence that the advice you receive is in your best interest and compliant with relevant laws and regulations.
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