Financial Adviser
· BLACKBURN, VIC
Fraser William Holt
No disciplinary history on record with ASIC
BLACKBURN,
VIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231442
About Fraser William Holt
Fraser William Holt is a financial adviser based in Blackburn, Victoria, with 32 years of experience in the financial services industry since 1994. Fraser is currently authorised under Rdl.financial Group. Fraser holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Fraser's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Fraser is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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
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