Michael Holmes
Financial Adviser in Farrer, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000308464
- Location
- Farrer ACT 2607
- Licensee
- PGW Financial Services Pty Ltd (AFSL 384713)
- Authorised since
- 30 April 2014
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Banking & Finance), University of Canberra (1999); Diploma in Financial Services (Financial Planning), Kaplan (2007); Graduate Diploma in Chartered Accounting, Institute of Chartered Accounts in Australia (2010)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Holmes
Michael Holmes is a financial adviser in Farrer, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000308464.
The licensee Michael advises under is PGW Financial Services Pty Ltd (AFS licence 384713). The current authorisation started on 30 April 2014.
According to the register, Michael first provided financial advice in 2006. The qualifications listed for Michael include Bachelor of Commerce (Banking & Finance) (University of Canberra, 1999), Diploma in Financial Services (Financial Planning) (Kaplan, 2007) and Graduate Diploma in Chartered Accounting (Institute of Chartered Accounts in Australia, 2010). Michael is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Michael Holmes a registered financial adviser?
Yes. Michael Holmes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308464.
Which licensee does Michael Holmes work under?
PGW Financial Services Pty Ltd, Australian financial services licence 384713.
What can Michael 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.