Financial Adviser · BRISBANE, QLD

Richard James Grimshaw

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000277096

Currently at

Brisbane, QLD

View firm profile

Richard James Grimshaw is a financial adviser based in Brisbane, Queensland, with 26 years of experience in the financial services industry since 2000. Richard is currently authorised under MacKay Private Partners, operating through MacKay Private Wealth. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Richard's qualifications include a Bachelor of Business (Banking & Finance) from Monash University. Richard is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Banking & Finance)

Monash University

2000

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2005

Self Managed Superannuation Funds

Australian Executor Trustees

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2015

SMSF Specialist Advisor Program

SMSF Association

Registration History

MacKay Private Partners Pty Ltd

Oct 2025 - Present Current

Charter Financial Planning Limited

Oct 2021 - Sep 2025 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Hillross Financial Services Limited

Nov 2008 - Oct 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register