Andrew Holmes
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000438312
- Location
- Melbourne VIC 3000
- Licensee
- Ord Minnett Limited (AFSL 237121)
- Authorised since
- 2 May 2013
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Accounting), Swinburne University (2002); Superannuation Accreditation, Securities & Derivatives Industry Association (2003); ADA Level 1 & 2, Kaplan (2004)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives, managed discretionary account services
- Register status
- Current
About Andrew Holmes
Andrew Holmes is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000438312).
The licensee Andrew advises under is Ord Minnett Limited (AFS licence 237121). The current authorisation started on 2 May 2013.
According to the register, Andrew first provided financial advice in 1999. The qualifications listed for Andrew include Bachelor of Business (Accounting) (Swinburne University, 2002), Superannuation Accreditation (Securities & Derivatives Industry Association, 2003) and ADA Level 1 & 2 (Kaplan, 2004).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and retirement savings accounts, among 9 product areas in total.
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Questions people ask
Is Andrew Holmes a registered financial adviser?
Yes. Andrew Holmes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000438312.
Which licensee does Andrew Holmes work under?
Ord Minnett Limited, Australian financial services licence 237121.
What can Andrew Holmes give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives; managed discretionary account services.