JAMES ELLIOT GRINDROD


Licensee: ACCRU WEALTH MANAGEMENT PTY LTD

JAMES ELLIOT GRINDROD (Adviser# 000427928) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 11, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES ELLIOT GRINDROD
Adviser Number 000427928
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000238520
ACCRU WEALTH MANAGEMENT PTY LTD
Licence ABN 43083409714
Licence Controlled By GREGORY DEAN WINNETT
JAMES PETER PASTELLAS
PETER JOHN BRINDLEY
RICHARD JAMES ADDISON
ROBERT ANDREW LANE
SIMON GRANT HILTON
Adviser Start Date 2012-09-11
Appointing Representative Name ACCRU WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000238520
Appointing Representative ABN 43083409714
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Standard Margin Lending Facility

Authorisations to provide financial product advice

  • JAMES ELLIOT GRINDROD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce -Finance and Economics Victoria University (Wellington NZ)
Graduate Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000238520 ACCRU WEALTH MANAGEMENT PTY LTD
Licence controlled by: GREGORY DEAN WINNETT ~ JAMES PETER PASTELLAS ~ PETER JOHN BRINDLEY ~ RICHARD JAMES ADDISON ~ ROBERT ANDREW LANE ~ SIMON GRANT HILTON
Further restrictions: Standard Margin Lending Facility
2012-09-11 - ACCRU WEALTH MANAGEMENT PTY LTD

Licensee Information

Licence Name ACCRU WEALTH MANAGEMENT PTY LTD
Licence Number 000238520
Licence ABN 43083409714

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KATHERINE SUSANNAH TRENCHARD RHODES Accru Wealth Management Pty Ltd Current 2016-08-26
DANIEL JOSPEH ARNEPHY Accru Wealth Management Pty Ltd Current 2016-07-01
SIMON GRANT HILTON Accru Wealth Management Pty Ltd Current 2016-07-01
KELDA JEAN TOSH PHILLIPS Accru Wealth Management Pty Ltd Current 2016-07-01
NICK PETAROUDAS Accru Wealth Management Pty Ltd Current 2016-07-01
PETER JOHN BRINDLEY Accru Wealth Management Pty Ltd Current 2016-07-01
CRAIG JAMES SMITH Accru Wealth Management Pty Ltd Current 2016-05-05
PETER ADDISON Accru Wealth Management Pty Ltd Current 2014-09-15
THOMAS HARRIS Accru Wealth Management Pty Ltd Current 2006-05-31
RICHARD JAMES ADDISON Accru Wealth Management Pty Ltd Current 2004-01-01

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.