Contact Details
- t: +61 8 8139 1146
- e: gedwards@edwardsmarshall.com.au
Bachelor of Business in Accountancy
Royal Melbourne Institute of Technology
Authorised Representative of Lonsdale Financial Group Ltd
Diploma of Financial Planning
FPA
Deakin University
Tribeca Professional Development - Self Managed Super Fund Course
Successfully completed the Tax Institute of Australia Applied Tax course
Grant Edwards
Employment History
In 2004 Grant was appointed a financial planner with Edwards Marshall Financial Solutions Pty Ltd.
Grant has been a financial adviser since 2000 and in that time he has worked with a range of clients including wealth accumulators, SME business owners and retirees.
Specialist Areas
Grant presented the superannuation updates at the 2005 and 2007 South Australian CPA Congress.
Grant consults with clients on relevant structures and opportunities to plan for retirement and management of resources in retirement.
Grant also consults with staff and Partners of Edwards Marshall in relation to taxation planning of superannuation and termination benefits.
Grant has a strong interest in risk protection and provides advice on personal and business risk insurance.