Sarah Louise Holroyd
Financial Adviser in Maroochydore, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000387706
- Location
- Maroochydore QLD 4558
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 25 March 2014
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2009); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2015); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPE016 Self Managed Super Funds, Kaplan Higher Education Pty Limited (2022); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Louise Holroyd
Sarah Louise Holroyd is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Maroochydore, Queensland (adviser number 000387706).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 25 March 2014.
The register records 2009 as the year Sarah first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2009), Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy Pty Ltd, 2015) and Diploma of Finance and Mortgage Broking Management (AAMC Training Group, 2015).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Sarah Louise Holroyd a registered financial adviser?
Yes. Sarah Louise Holroyd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000387706.
Which licensee does Sarah Louise Holroyd work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Sarah Louise Holroyd 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."