FRASER WILLIAM HOLT
Financial Adviser · Blackburn, VIC
📚 Qualifications & Training
1982 - Bachelor of Business (Accounting) - - Bendigo College of Advanced Education
1999 - Certified Financial Planner - - Financial Planning Association of Australia
2002 - DFP8 - - Deakin University
2010 - Self Managed Superannuation Funds - - Kaplan Professional Education
2018 - Accredited Aged Care Professional - - Aged Care Steps
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.