MICHAEL HOLMES

Financial Adviser ยท Farrer, ACT

Registered

Registration Number

000308464

Registration Status

Registered

Location

Farrer, ACT 2607

Providing Advice Since

2006

Registration Date

30/04/2014

Financial Services Licensee

PGW FINANCIAL SERVICES PTY LTD

Licence #000384713

๐Ÿ“š Qualifications & Training

1999 - Bachelor of Commerce (Banking & Finance) - - University of Canberra
2007 - Diploma in Financial Services (Financial Planning) - - Kaplan
2010 - Graduate Diploma in Chartered Accounting - - Institute of Chartered Accounts in Australia

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

โ„น๏ธ 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.