Grant van Heerden ADFP

Financial Planner and Mortgage Broker

Qualifications (Financial Planning):
2007 - Diploma of Financial Services (Financial Planning)
2009 - Authorised Representative (336539), Count Financial Limited
2010 - Certificate Margin Lending and Geared Investments
2013 - Advanced Diploma of Financial Planning
2015 - Self Managed Superannuation Fund Specialist Accreditation
2015 - Tax Practitioners Board (Tax Financial Adviser)

2021 - Financial Adviser Examination (FASEA Standards Authority)

Qualifications (Mortgage Broking):
2010 - Certificate IV Financial Services (Finance/Mortgage Broking)
2010 - Credit Representative, Finconnect (Australia) Pty Ltd
2020 - Credit Representative (394234), Connective Credit Services Pty Ltd

Associations
2012 - Member, FBAA (Finance Brokers Association of Australia)
2015 - Member, Association of Financial Advisers (AFA)
2018 - Member, AFCA (Australian Financial Complaints Authority)

Experience: Grant joined the team in 2008 as part of the Financial Planning team and speacialises in complex advice strategies; especially self-managed superannuation fund establishment and limited recourse borrowing. He is also a strong advocate for household budgeting and is passionate about financial literacy education.

Tasks & Specialties:
Complex Financial Strategy Analysis and Advice
Generate Advice Documents and Oversee Implementation
Self-Managed Super Fund Limited Recourse Borrowing Advice
Oversee Marketing (Social media, Website Administration)

Workplace Health and Safety Representative
Coordinate Car and Asset Finance
Business and Commercial Finance
Self-Managed Superannuation Fund Limited Recourse
Borrowing

Interests: Grant is married with two children, is a member of a singing group, High Altitude Harmony, and is a leader at Bunya Park Scout Group. Grant also plays guitar, is an avid reader, and enjoys Final Fantasy Games when he finds the time.