Financial Adviser · WANGARATTA, VIC

Jac Theodore Holmes

2 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001306472

Jac Theodore Holmes is a financial adviser based in Wangaratta, Victoria, with 2 years of experience in the financial services industry. Jac is currently authorised under Akumin Financial Planning Pty Limited. Jac 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 Business (Finance/Financial Planning) from Charles Sturt University.

Authorised to Advise On

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

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

2023

Bachelor of Business (Finance/Financial Planning)

Charles Sturt University

2023

FPE015 Derivatives in Financial Planning

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

SMSF Specialist Advisor Program

SMSF Association

Registration History

Akumin Financial Planning Pty Limited

Nov 2024 - Present Current

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

Findex Advice Services Pty Ltd

Oct 2023 - Sep 2024 Ceased

Excluding SMSF's and LRBA's

Source: ASIC Financial Advisers Register