Jonathan James Holroyd
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254142
- Location
- Melbourne VIC 3000
- Licensee
- Blue Rock Investments (Melb) Pty Ltd (AFSL 335588)
- Authorised since
- 6 October 2016
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce, University of Melbourne (2000); Ethics & Professionalism in Financial Advice, KAPLAN (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan James Holroyd
Jonathan James Holroyd is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001254142.
Jonathan provides advice as an authorised representative of Blue Rock Investments (Melb) Pty Ltd, which holds Australian financial services licence 335588. The current authorisation started on 6 October 2016.
According to the register, Jonathan first provided financial advice in 2017. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 2000), Ethics & Professionalism in Financial Advice (KAPLAN, 2019) and Graduate Diploma of Financial Planning (Kaplan Professional, 2025).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and derivatives. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jonathan James Holroyd a registered financial adviser?
Yes. Jonathan James Holroyd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254142.
Which licensee does Jonathan James Holroyd work under?
Blue Rock Investments (Melb) Pty Ltd, Australian financial services licence 335588.
What can Jonathan James Holroyd give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; derivatives.