"I consider my clients' financial needs as a whole and aim to create, preserve and maximise wealth by providing tailored advice to suit my clients' specific needs and objectives. He is Joint Managing Director of Reynolds Securities which became a branch office of Morgans in 2010."
Grant has worked in the industry for 37 years commencing at Reynolds Stockbrokers in 1987 gaining experience in a broad range of financial services.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Grant provides a full range of investment services and advice including stockbroking, managed investments and superannuation. He uses his experience, technical knowledge and Morgans Research to assist clients in meeting their specific needs and objectives and to actively manage their portfolios.
Industry Education & Experience
Qualifications
- Bachelor of Business, KCAE, 1987
- Ethics and Professional Relationships, QUT, 2020
- Responsible Executive Markets, ASX, 2005
- Margin Lending and Geared Investments, Deakin Prime, 2010
- ASX / ACH Responsible Executive, Tribeca, 2005
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Dolit Pty Limited, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of salary and potential dividends. I am also a shareholder of Reynolds Securities Pty Limited and may be entitled to a share of profits.