Grant began the Allegra story in July 2012. Grant owns Allegra and is the nominated Responsible Manager for the license. After 25 years in the industry, Grant is driven by the desire to deliver a personalised service for his loyal client base. Grant was the financial planning partner in a regional accounting firm before managing a large Canberra financial planning practice, but it is now Allegra that allows Grant to spend more quality time working directly with his clients. Grant is the lead adviser who manages the client relationships and ensures that Allegra delivers the services we have been engaged to deliver in a reliable and personalised manner. As the lead adviser, Grant undertakes 3 roles: • A financial adviser for families seeking an on-going, fee based relationship • A financial adviser for NFP’s • As a consultant who works for NFP’s and acts on their behalf most typically in an Investment Committee role.