Financial Adviser
· MELBOURNE, VIC
Jonathan James Holroyd
No disciplinary history on record with ASIC
MELBOURNE,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254142
Licensee
Melbourne, VIC (licence address on ASIC register)
About Jonathan James Holroyd
Jonathan James Holroyd is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry since 2017. Jonathan is currently authorised under Blue Rock Investments (Melb). Jonathan holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Jonathan's 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