Director/Senior Financial Adviser
Ryan has been in the Financial Planning industry since 2004 and holds a Bachelor of Commerce in Financial Planning and Investment and is accredited for advice on Self-Managed Super Funds (SMSF) and Aged Care specialties.
Ryan has worked in banking and private advice business, across advice and quality assurance coaching roles.
Ryan is a passionate family man, married with four young children, understands the complexity and challenge of family. Ryan and his family are a dedicated part of their local Church, and Ryan volunteers his services for their school. Knowing the importance of balancing life, Ryan is always happy to talk about his love of motorbike riding, and recreational flying.
Ryan has a particular interest in wealth accumulation strategies, investment and portfolio construction and generational wealth education and transfer, working with his clients to develop balanced financial and lifestyle plans for families and business owners.
Ryan’s passion is helping clients improve their financial literacy and guide them through superannuation, investments and retirement planning to achieve their specific goals and give them peace of mind on their financial future. Ryan has developed and run numerous budget courses and training with local Church organisations.
Ryan holds the Financial Planner AFP® designation and is a member of the Financial Planning Association (FPA). Ryan has a background in Advice Quality, is a registered tax (financial) adviser with the Tax Practitioners Board, a Justice of the Peace (Qualified), and member of the Queensland Justice Association. Ryan Grant is an authorised representative (322428) of CIP Licensing Limited (AFSL 471728).