Grant Innis

last updated 4/2/2018

Grant Innis

Director at Northhaven Financial Management Pty Ltd

Location:
51 Rawson Street, Epping, New South Wales, Australia
HQ Phone:
+61 2 9877 0505

General Information

Experience

Business Development Manager - Macquarie Capital Inc.

Business Development Manager - Macquarie Infrastructure Corp

Recent News  

Northhaven Private Wealth - About Us - Sydney Australia

Our team, initially led by Grant Innis and Bill Bundey, recognised that clients needed to be certain the advice they received was in their best interests.
GRANT INNIS - DIRECTOR "As a family man with six children, I understand the need to secure your family's financial future. My highest priority is earning your trust to provide you with the best financial advice, so you can enjoy life's most precious moments." "I live an active life with my family and enjoy playing basketball, camping and taking part in charity events." In 2000 Grant became Director and part owner of what is now known as Northhaven Private Wealth. Beginning his career in the financial services industry in 1988, Grant has over 25 years' experience providing discretionary portfolio management, investment selection and macro strategy advice. Grant has extensive experience in auditing, compliance and investment research, share registries, financial advisory, tax structures and retirement planning.

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Northhaven

Grant InnisNorthhavenGrant joined the financial services industry in 1988 midway through studying his business degree majoring in Finance and Economics.Grant worked at a broking house and share registry and, after completing his degree, joined Terry Vinson as his understudy.Shortly after Grant and his family moved to Perth, Western Australia where he spent two years as Head of Financial Planning for a small financial services group before taking a Business Development role with Macquarie Bank.In 1999 Grant returned to Financial Planning and to Sydney where he jumped at the opportunity to rejoin two of the top advisers in the industry, Bill Bundey and his mentor, Terry Vinson.Grant has run investment courses for TAFE colleges and lectured on Tax & Superannuation for the Securities Institute of Australia.He was also a member of Macquarie Bank's national Technical Excellence team which provides technical and strategic support and training to financial planners.Grant is well versed in the areas of superannuation, tax and estate planning.

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