Senior Financial Adviser
Current
Mar 2022 - Present
AeroLeads people directory · profile
Ryan David Grant Email & Phone Number
Senior Financial Adviser
at
Grant Wealth Management
1 work email found
@wealthandretirement.com.au
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Adviser
Location
Brisbane, Queensland, Australia
Who is Ryan David Grant? Overview
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Quick answer
Ryan David Grant is listed as Senior Financial Adviser at Grant Wealth Management, based in Brisbane, Queensland, Australia. AeroLeads shows a work email signal at wealthandretirement.com.au and a matched LinkedIn profile for Ryan David Grant.
Ryan David Grant previously worked as Financial Adviser at Affinity Wealth Plus and Senior Financial Adviser at Bt Financial Group. Ryan David Grant holds Bachelor Of Commerce In Financial Planning And Investments, Financial Planning, Accounting from Griffith University.
Company email context
Email format at Grant Wealth Management
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{first_initial}{last}@wealthandretirement.com.au
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AeroLeads found 1 current-domain work email signal for Ryan David Grant. Compare company email patterns before reaching out.
Profile bio
About Ryan David Grant
I love that I get to build futures and legacy with my clients. I can go on the journey with you, new business, growing families, marriages, new jobs... I get to come along side you on your journey, and empower you make awesome financial decisions along the way, to live your best life.I work with passionate people. My clients are driven, and forward thinking. They are excited to see how my advice can add not just to their bottom line, but to their confidence, and enjoyment of the journey.I am a licensed financial adviser with over a decade of professional experience. I provide personal advice for growing your nestegg and protecting families throughout all the seasons of life.Specialties: Retirement planning, nestegg investing, income generation, portfolio management, investment risk management, personal insurance (life insurance, trauma/critical illness protection, business protection, income protection insurance), self-managed super fund (SMSF) management, SMSF setup, SMSF administration.
Listed skills include Wealth, Superannuation, Financial Planners, Wealth Accumulation, and 46 others.
Current workplace
Ryan David Grant's current company
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9 roles · 28 years
Ryan David Grant work experience
A career timeline built from the work history available for this profile.
Financial Adviser
I have the honour of helping, advising and supporting people in their life's journey, whether it is preparing for retirement, changing family situation, or just navigating life.
Jul 2019 - Feb 2022
Senior Financial Adviser
Guiding and advising you through the world of DIY (self-managed) super, building and protecting your wealth, and taking ownership of your financial future by leveraging our team of specialists at Westpac.
Feb 2015 - Jun 2019
Compliance And Assurance Analyst
I am a quality gatekeeper. Seconded into an assurance role to share my skills and experience by coaching other advisers and help ensure every client is provided quality advice.
Jul 2018 - Apr 2019
Senior Financial Planner
The Westpac Financial Planning business rebranded in April 2016 to BT Advice, to strengthen, and make consistent the branding across the Westpac Group.
Feb 2015 - Jun 2019
Contributing Writer
Positioned 4 Purpose
I am a regular contributing writer to Positioned 4 Purpose magazine, offering tips, tricks and general advice around managing your money. My section is "Mastering your Money". You can order a copy today from www.positioned4purpose.com.au.
Jun 2014 - Jun 2017
Financial Planner
Providing training, guidance, and education for my clients to make more informed decisions for their future. I advise on SMSF, investments, insurance, strategic, tax awareness, budgeting and risk management.
Feb 2008 - Jan 2015
Paraplanner, And Administration Assistant
Boothman Financial Planning Services
Worked and trained with senior financial planners across across all areas; including strategic, superannuation, insurance, tax effective, practice management, administration, plan development.Thoroughly enjoyed working with a focused and committed team who desired above all else to see their clients achieving goals.
Feb 2005 - Feb 2008
Team Leader & Assistant Manager
Learning to manage people, rosters, stock control and computer systems, all while still keeping sane and trying to build up the awesome team that I was blessed to have around me.
1999 - 2004
~5 yrs
7 education records
Ryan David Grant education
Bachelor Of Commerce In Financial Planning And Investments, Financial Planning, Accounting
Self Managed Superannuation Funds, Certification In Self Managed Super Funds
Rg146 Training Australia
Certificate Iv In Financial Services (Finance/Mortgage Broking), Lending
The National Finance Institute
Margin Lending Certification
Mentor Education
Accreditated Aged Care Professional, Aged Care Financial Advice
Aged Care Steps
Certificate Iii In Retail Supervision
Certificate Ii In Retail Operations, Retail Management
FAQ
Frequently asked questions about Ryan David Grant
Quick answers generated from the profile data available on this page.
What company does Ryan David Grant work for?
Ryan David Grant works for Grant Wealth Management.
What is Ryan David Grant's role at Grant Wealth Management?
Ryan David Grant is listed as Senior Financial Adviser at Grant Wealth Management.
What is Ryan David Grant's email address?
AeroLeads has found 1 work email signal at @wealthandretirement.com.au for Ryan David Grant at Grant Wealth Management.
Where is Ryan David Grant based?
Ryan David Grant is based in Brisbane, Queensland, Australia while working with Grant Wealth Management.
What companies has Ryan David Grant worked for?
Ryan David Grant has worked for Grant Wealth Management, Affinity Wealth Plus, Bt Financial Group, Westpac, and Positioned 4 Purpose.
How can I contact Ryan David Grant?
You can use AeroLeads to view verified contact signals for Ryan David Grant at Grant Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Ryan David Grant attend?
Ryan David Grant holds Bachelor Of Commerce In Financial Planning And Investments, Financial Planning, Accounting from Griffith University.
What skills is Ryan David Grant known for?
Ryan David Grant is listed with skills including Wealth, Superannuation, Financial Planners, Wealth Accumulation, Investments, Income Protection, Portfolio Management, and Retirement Planning.
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