Reg is a qualified financial adviser with an Advanced Diploma of Financial Services, and is licensed to provide advice in all aspects of risk insurance, superannuation including SMSF and investments. He helps people manage life transitions and to plan for future retirement.
Reg has a special interest in guiding people along the road to long-term financial success by using cash flow management and budgeting strategies to enable clients achieve their lifestyle goals.
Reg has worked in the financial planning industry since 2005.
Advisor Profile
Reginald Grantham
Authorised Representative No. 287890
Acorn Financial Services Pty Ltd
Corporate Authorised Representative No. 461254
Profile
Acorn Financial Services Pty Ltd was established in 2014 with Reg Grantham as its Director. Reg has been individually authorised (Representative Number 287890) to provide financial product advice and deal in all of the mentioned categories as a Director of Acorn Financial Services Pty Ltd on behalf of Aon Hewitt Financial Advice Limited.
Experience
Reg has been involved in the financial services industry since 2003 and focuses on providing quality advice that matches the clients’ goals and objectives.
Qualifications
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Regulatory Guide 146 (RG146) sets out the training requirements for individuals who provide financial product advice to retail clients. Reg has met these training requirements, relevant to the authorisations.
Professional memberships
Member of the Association of Financial Advisors and abides by their code of ethics.
Authorisations
Australian Financial Services License
Reg is authorised to provide financial product advice and deal in the following:
i. deposit and payment products limited to:
a. basic deposit products;
b. deposit products other than basic deposit products;
ii. life products including:
a. investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
b. life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
iii. interest in managed investment schemes including investor directed portfolio services;
iv. retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997); and
v. superannuation.