ANDREW RONALD HOLMES
Financial Adviser · Corowa, NSW
📚 Qualifications & Training
1995 - Bachelor of Business (Accounting/Finance) - Bachelor Degree (AQF 7) - Charles Sturt University
2001 - Certified Practising Accountant - Professional Designations - CPA Australia
2006 - SMSF Specialist Advisor Program - Professional Designations - SMSF Professionals Association of Australia Ltd
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Lyd
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
The Auditors Institute
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.