Alexander James Richard Holt
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002565
- Location
- Mornington VIC 3931
- Licensee
- Peninsula Wealth & Financial Services Pty Ltd (AFSL 537043)
- Authorised since
- 27 February 2023
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); FPC001B Economic & Legal Context for Financial Planning, Kaplan Professional (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2022); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander James Richard Holt
Alexander James Richard Holt is a financial adviser in Mornington, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001002565.
Alexander provides advice as an authorised representative of Peninsula Wealth & Financial Services Pty Ltd, which holds Australian financial services licence 537043. That authorisation dates from 27 February 2023.
The register records 2010 as the year Alexander first provided financial advice. The qualifications listed for Alexander include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and FPC001B Economic & Legal Context for Financial Planning (Kaplan Professional, 2021). Alexander is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alexander James Richard Holt a registered financial adviser?
Yes. Alexander James Richard Holt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002565.
Which licensee does Alexander James Richard Holt work under?
Peninsula Wealth & Financial Services Pty Ltd, Australian financial services licence 537043.
What can Alexander James Richard Holt give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.