BRONWYN HOLZHEIMER
Financial Adviser · Pailba, QLD
📚 Qualifications & Training
1992 - Business Law 51123 - Other - University of Southern Queensland
1993 - Taxation Law & Practice 1 (1993) - Other - University of Southern Queensland
1994 - Bachelor of Business (Professional Accounting) - Bachelor Degree (AQF 7) - The University of Southern Queensland
1999 - Certified Practising Accountant - Professional Designations - Professional Designations
2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2004 - Self Managed Superannuation Funds - Other - Tribeca
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.