Elizabeth Anne Holland
Financial Adviser in Chatswood, New South Wales, Australia
Review Elizabeth Anne Holland
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 number000345381
- Location
- Chatswood NSW 2067
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 1 November 2022
- First provided advice
- 2010
- Qualifications
- Certificate in Management, TAFE NSW (1993); Diploma of Accounting, TAFE NSW (2012); Accredited Aged Care Professional, Aged Care Steps (2021); Accredited Listed Product Adviser Program, Kaplan Professional (2022); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023); FPE020 SMSF Regulations and Taxation, Kaplan Higher Education (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Elizabeth Anne Holland
Elizabeth Anne Holland is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 000345381).
Advice is given under the Australian financial services licence of Paragem Pty Limited, licence number 297276. That authorisation dates from 1 November 2022.
According to the register, Elizabeth first provided financial advice in 2010. Qualifications and training on file include Certificate in Management (TAFE NSW, 1993), Diploma of Accounting (TAFE NSW, 2012) and Accredited Aged Care Professional (Aged Care Steps, 2021). Elizabeth 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.
Reviews
Nobody has reviewed Elizabeth Anne Holland here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Elizabeth Anne Holland a registered financial adviser?
Yes. Elizabeth Anne Holland is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000345381.
Which licensee does Elizabeth Anne Holland work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Elizabeth Anne Holland 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.