Financial Adviser
· COROWA, NSW
Andrew Ronald Holmes
No disciplinary history on record with ASIC
COROWA,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239233
Andrew Ronald Holmes is a financial adviser based in Corowa, New South Wales, with 10 years of experience in the financial services industry since 2016. Andrew is currently authorised under Kilara Financial Solutions. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Bachelor of Business (Accounting/Finance) from Charles Sturt University. Andrew is a member of CPA Australia (CPA), SMSF Association and The Auditors Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business (Accounting/Finance)
Charles Sturt University
2001
Certified Practising Accountant
CPA Australia
2006
SMSF Specialist Advisor Program
SMSF Professionals Association of Australia Ltd
2015
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Lyd