Fraser William Holt
Financial Adviser in Blackburn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231442
- Location
- Blackburn VIC 3130
- Licensee
- Rdl.financial Group Pty Ltd (AFSL 515203)
- Authorised since
- 10 July 2019
- First provided advice
- 1994
- Qualifications
- Bachelor of Business (Accounting), Bendigo College of Advanced Education (1982); Certified Financial Planner, Financial Planning Association of Australia (1999); DFP8, Deakin University (2002); Self Managed Superannuation Funds, Kaplan Professional Education (2010); Accredited Aged Care Professional, Aged Care Steps (2018)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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 Fraser William Holt
On the Financial Advisers Register kept by ASIC, Fraser William Holt appears as a current financial adviser in Blackburn, Victoria, adviser number 000231442.
Fraser provides advice as an authorised representative of Rdl.financial Group Pty Ltd, which holds Australian financial services licence 515203. That authorisation dates from 10 July 2019.
According to the register, Fraser first provided financial advice in 1994. Qualifications and training on file include Bachelor of Business (Accounting) (Bendigo College of Advanced Education, 1982), Certified Financial Planner (Financial Planning Association of Australia, 1999) and DFP8 (Deakin University, 2002). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and 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 Fraser William Holt a registered financial adviser?
Yes. Fraser William Holt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231442.
Which licensee does Fraser William Holt work under?
Rdl.financial Group Pty Ltd, Australian financial services licence 515203.
What can Fraser William 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; government debentures, stocks and bonds; retirement savings accounts.