Financial Adviser
· NORTH LAKES, QLD
Jason Holder
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295252
Jason Holder is a financial adviser based in North Lakes, Queensland, with 27 years of experience in the financial services industry. Jason is currently authorised under Personal Financial Services Ltd. Jason 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Jason is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Master of Financial Planning
Kaplan Higher Education Pty Limited
2017
Accredited Aged Care Professional
Aged Care Steps
2022
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) Investment Life Insurance Products and (b) Life Risk Insurance Products, Managed Investment Schemes including IDPS, Retirement Savings Accounts (RSA products), Securities, Superannuation and Standard Margin Lending.
MERITUM FINANCIAL GROUP PTY LTD
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register