MELANIE HOLMES
Financial Adviser · Hamilton, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce - - University of Newcastle
2009 - Personal Financial Planning & Superannuation - - CPA Australia
2010 - Certified Practicising Accountant (CPA Program) - - CPA Australia
🏢 Professional Memberships
CPA Australia (CPA)
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.