MICHAEL ROBERT HOLMES
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - - AMP Financial Services
2009 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2010 - ASX Accredited Derivatives Adviser Level One - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2017 - Professional Diploma in Stockbroking - Certificate (AQF 1-4) - Stockbrokers Association of Australia
2026 - Commercial Law - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2026 - Tax in Financial Advising - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
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.