BRETT RICHARD HOLMES
Financial Adviser · Noosa Heads, QLD
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Africa
2008 - Diploma of Financial Services (Superannuation) - - Association of Superannuation Funds of Australia Limited (ASFA)
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2023 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2024 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2024 - FPC001B-Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.