Brett Richard Holmes
Financial Adviser in Noosa Heads, Queensland, Australia
Review Brett Richard Holmes
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003159
- Location
- Noosa Heads QLD 4567
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 2 December 2019
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, University of South Africa (1999); Diploma of Financial Services (Superannuation), Association of Superannuation Funds of Australia Limited (ASFA) (2008); Diploma of Financial Planning, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Mentor Education (2018); FPC007B, Kaplan Higher Education (2023); Accredited Aged Care Professional Program, Aged Care Steps (2024); FPC001B-Economic and Legal Context for Financial Planning, Kaplan Higher Education (2024); FPC002B, Kaplan Higher Education (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, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Richard Holmes
Brett Richard Holmes is a financial adviser in Noosa Heads, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003159.
Brett provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. That authorisation dates from 2 December 2019.
According to the register, Brett first provided financial advice in 2012. The qualifications listed for Brett include Bachelor of Commerce (University of South Africa, 1999), Diploma of Financial Services (Superannuation) (Association of Superannuation Funds of Australia Limited (ASFA), 2008) and Diploma of Financial Planning (Kaplan Professional, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Brett is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Brett Richard Holmes here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Brett Richard Holmes a registered financial adviser?
Yes. Brett Richard Holmes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003159.
Which licensee does Brett Richard Holmes work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Brett Richard 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; standard margin lending.