 Name
Grant Edwards
Contact Details
T: (08) 8139 1146
E: gedwards@edwardsmarshall.com.au
Professional Qualifications
- 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.
Recent 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
Directors 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.
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