Andrew Ronald Holmes
Financial Adviser in Corowa, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001239233
- Location
- Corowa NSW 2646
- Licensee
- Kilara Financial Solutions Pty Ltd (AFSL 244530)
- Authorised since
- 12 February 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Accounting/Finance), Charles Sturt University (1995); Certified Practising Accountant, CPA Australia (2001); SMSF Specialist Advisor Program, SMSF Professionals Association of Australia Ltd (2006); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Lyd (2020)
- Memberships
- CPA Australia (CPA); SMSF Association; The Auditors Institute
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Ronald Holmes
Andrew Ronald Holmes is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Corowa, New South Wales (adviser number 001239233).
The licensee Andrew advises under is Kilara Financial Solutions Pty Ltd (AFS licence 244530). The current authorisation started on 12 February 2016.
The register records 2016 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting/Finance) (Charles Sturt University, 1995), Certified Practising Accountant (CPA Australia, 2001) and SMSF Specialist Advisor Program (SMSF Professionals Association of Australia Ltd, 2006). Professional memberships recorded: CPA Australia (CPA), SMSF Association and The Auditors Institute.
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 Andrew Ronald Holmes a registered financial adviser?
Yes. Andrew Ronald Holmes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001239233.
Which licensee does Andrew Ronald Holmes work under?
Kilara Financial Solutions Pty Ltd, Australian financial services licence 244530.
What can Andrew Ronald Holmes give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.