Financial Adviser
· HAMILTON, NSW
Melanie Holmes
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005757
Melanie Holmes is a financial adviser based in Hamilton, New South Wales, with 19 years of experience in the financial services industry. Melanie is currently authorised under Pritchard & Partners Pty Limited. Melanie 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 from University of Newcastle. Melanie is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
University of Newcastle
2009
Personal Financial Planning & Superannuation
CPA Australia
2010
Certified Practicising Accountant (CPA Program)
CPA Australia
Registration History
Source: ASIC Financial Advisers Register