Grant Simpson

Experience

Grant is a Superannuation, Risk Management and Investment specialist who has been providing advice on these matters for over 25 years.

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Qualifications

Grant has completed the Diploma of Financial Planning in 2001 and has continuously been a CFP (Certified Financial Planner) since 2002. Whilst with Financial Wisdom he was elected Chairman of the Adviser Forum, representing over 400 advisers. On leaving Financial Wisdom in 2011 and becoming Independently licensed with Advice Evolution, Grant was a founding Director and is now Chairman of that group. Grant has completed additional SMSF, Corporate Superannuation and Gearing training to complement his existing qualifications.

Additional Information

After establishing his business in Perth over 25 years ago, Grant relocated to Sydney on the Northern Beaches to get married and start a family. He continues to help clients with all aspects of their financial requirements while growing Future Funds locally and throughout Sydney.

Financial Services Guide (FSG)

By law anyone who advises you or promotes financial products to you, has to have an Australian Financial Services Licence or be authorised by an AFS Licensee, and must provide you with a Financial Services Guide (FSG). This guide will help you decide whether our services are right for you.

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