Grant WilsonSenior Private Wealth Adviser
Grant is a Senior Financial Planner. He joined Lifetime in 2010 – having spent the previous 30 years prior to that in the financial services industry.
Grant grew up in country NSW – attending high school in Taree, moving to Sydney in 1978. Grant started his career with MLC – in the Superannuation area – and has specialised in superannuation/financial services for more than 35 years.
He has worked for several major financial services groups apart from MLC- including Westpac, Aon, Perpetual and IOOF.
Grant studied Economics and Finance at the Uni of NSW and has always had a passion to help people with matters related to financial planning. He likes to help people focus on the key things that relate to their financial affairs – budgeting, cash flow management and guiding people to have a plan that enables them to develop their own secure financial future.
Grant can help you manage and build your super and assets outside super. Grant likes to help people identify and set attainable financial planning and lifestyle goals. Grant has a wide range of different clients- couples, families, people close to retirement and those already in retirement. Every client is different but one principal is important- having a disciplined, structured and monitored approach to managing your financial affairs pays big dividends.
- Dip FP – Grant has completed the Diploma of Financial Planning through Deakin Uni ( completed in 2000 )
- B Com ( Econ/Fin ) – Grant completed a Commerce Degree at Uni of NSW – with a double major in Economics and Finance
Grant is an Authorised Representative. Click here to download Grant’s Adviser Profile