Grant Carson
Partner / Financial Adviser
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Authorised Representative of Lonsdale Financial Group Ltd.

Originally from Armidale, Grant completed a Bachelor of Commerce at the University of New England before moving to Sydney in 2002 to work for ING Australia where he gained valuable experience working in their Superannuation Department.

 

Grant became a Partner in Bugden & Partners in 2012 after joining the firm in 2006 as a para planner and becoming a financial planner and an Authorised Representative of Lonsdale Financial Group Limited 8 months later.

 

Grant is enthusiastic in using his knowledge and experience to ensure all clients meet their financial and lifestyle objectives across all areas by providing advice in superannuation, retirement planning, aged care, taxation planning, portfolio construction, insurance and gearing strategies.

 

Grant enjoys spending time with his wife Ailie and their three children. They have a keen interest in Hastings Public School, Port Macquarie basketball, and Port Macquarie Surf Lifesaving club (Nippers).

 

Professional qualifications and memberships include:

 

  • Bachelor of Commerce - University of New England

  • Advanced Diploma of Financial Services (Financial Planning)

  • Self Managed Super Fund Attainment

  • ASX Accredited Listed Product Adviser

  • Member of Association of Financial Advisers

  • Justice of the Peace

     

     

     

     

     

     

     

     

     

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    Bugden & Partners Financial Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 I AFSL 246934

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