Financial Adviser · MAROOCHYDORE, QLD

Sarah Louise Holroyd

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000387706

Sarah Louise Holroyd is a financial adviser based in Maroochydore, Queensland, with 17 years of experience in the financial services industry. Sarah is currently authorised under Akumin Financial Planning Pty Limited. Sarah 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2015

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

2015

Diploma of Finance and Mortgage Broking Management

AAMC Training Group

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2022

FPE016 Self Managed Super Funds

Kaplan Higher Education Pty Limited

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Mar 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Bridges Financial Services Pty Limited

May 2012 - Jun 2012 Ceased

Financial Hub Australia Pty Ltd

Nov 2010 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register