Michael Leonard Holmes
Financial Adviser in Wangaratta, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263576
- Location
- Wangaratta VIC 3677
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 December 2021
- First provided advice
- 2004
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2003); Diploma of Financial Planning (DFP1-8), Financial Planning Association of Australia (FPA) (2003); Self Managed Superannuation Funds, Kaplan Professional (2004); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2011); Accredited Aged Care Professional, Aged Care Steps (2016)
- Memberships
- 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, standard margin lending
- Restriction
- Not authorised to provide personal advice on Listed Securities (Portfolios > $300k).
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Leonard Holmes
Michael Leonard Holmes is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wangaratta, Victoria (adviser number 000263576).
The licensee Michael advises under is Count Financial Limited (AFS licence 227232). The current authorisation started on 1 December 2021.
The register records 2004 as the year Michael first provided financial advice. Qualifications and training on file include Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2003), Diploma of Financial Planning (DFP1-8) (Financial Planning Association of Australia (FPA), 2003) and Self Managed Superannuation Funds (Kaplan Professional, 2004). Michael is recorded as a member of 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide personal advice on Listed Securities (Portfolios > $300k).”
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Questions people ask
Is Michael Leonard Holmes a registered financial adviser?
Yes. Michael Leonard Holmes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263576.
Which licensee does Michael Leonard Holmes work under?
Count Financial Limited, Australian financial services licence 227232.
What can Michael Leonard 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. It also records this restriction: "Not authorised to provide personal advice on Listed Securities (Portfolios > $300k)."