Financial Adviser
· FARRER, ACT
Michael Holmes
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000308464
Michael Holmes is a financial adviser based in Farrer, Australian Capital Territory, with 20 years of experience in the financial services industry. Michael is currently authorised under Pgw Financial Services Pty Ltd. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Banking & Finance) from University of Canberra. Michael is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce (Banking & Finance)
University of Canberra
2007
Diploma in Financial Services (Financial Planning)
Kaplan
2010
Graduate Diploma in Chartered Accounting
Institute of Chartered Accounts in Australia