Financial Adviser
· MELBOURNE, VIC
Jonathan James Holroyd
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254142
Jonathan James Holroyd is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Jonathan is currently authorised under Blue Rock Investments (Melb) Pty Ltd. Jonathan holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Melbourne.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
University of Melbourne
2019
Ethics & Professionalism in Financial Advice
KAPLAN
2025
Graduate Diploma of Financial Planning
Kaplan Professional