Jonathan Grant CFP®
About Me
World Assets specialises in providing investment advice and seeks to add value to clients through unique strategies and assets. Thorough research will provide clients with innovative investments and strategies for wealth accumulation and retirement. An emphasis on reducing the risk of investments is paramount in the recommendations provided. World Assets' adviser is an Authorised Representative of ROPAN Licensees Pty Ltd.
Areas of Focus
- Investments
- Life/personal insurances
- SMSF
- Superannuation
- Wealth management
-
Years of Experience 24 Years
-
Licensed By Ropan Licensees Pty. Ltd.