Ken has an Associate Diploma of Accounting and a Diploma of Financial Planning, is a Certified Financial Planner and holds membership with the Financial Planning Association of Australia Ltd.
He has over 40 years experience in the finance industry and has been providing advice since 2000.
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy.
Ken Grundy is registered with the Tax Practitioners Board as a Tax (financial) adviser.
Disclosure: Triple A Financial Services is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
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