Melanie Holmes
Financial Adviser in Hamilton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005757
- Location
- Hamilton NSW 2303
- Licensee
- Pritchard & Partners Pty Limited (AFSL 246712)
- Authorised since
- 12 April 2007
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of Newcastle (2007); Personal Financial Planning & Superannuation, CPA Australia (2009); Certified Practicising Accountant (CPA Program), CPA Australia (2010)
- Memberships
- CPA Australia (CPA)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Melanie Holmes
On the Financial Advisers Register kept by ASIC, Melanie Holmes appears as a current financial adviser in Hamilton, New South Wales, adviser number 001005757.
Advice is given under the Australian financial services licence of Pritchard & Partners Pty Limited, licence number 246712. The current authorisation started on 12 April 2007.
According to the register, Melanie first provided financial advice in 2007. The qualifications listed for Melanie include Bachelor of Commerce (University of Newcastle, 2007), Personal Financial Planning & Superannuation (CPA Australia, 2009) and Certified Practicising Accountant (CPA Program) (CPA Australia, 2010). Melanie is recorded as a member of CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Melanie Holmes a registered financial adviser?
Yes. Melanie Holmes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005757.
Which licensee does Melanie Holmes work under?
Pritchard & Partners Pty Limited, Australian financial services licence 246712.
What can Melanie 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; derivatives.