Jason Holder
Financial Adviser in North Lakes, Queensland, Australia
Review Jason Holder
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 number000295252
- Location
- North Lakes QLD 4509
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 1 October 2019
- First provided advice
- 1999
- Qualifications
- Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Master of Financial Planning, Kaplan Higher Education Pty Limited (2016); Accredited Aged Care Professional, Aged Care Steps (2017); FPC002B, Kaplan Higher Education (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Jason Holder
Jason Holder is a financial adviser in North Lakes, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000295252.
Jason provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. The current authorisation started on 1 October 2019.
According to the register, Jason first provided financial advice in 1999. The qualifications listed for Jason include Margin Lending and Geared Investments (Kaplan Professional Education, 2011), Self Managed Superannuation Funds (Kaplan Professional Education, 2014) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Jason Holder here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jason Holder a registered financial adviser?
Yes. Jason Holder is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000295252.
Which licensee does Jason Holder work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Jason Holder give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.