Jason Holder

Financial Adviser

ASIC adviser number:
000295252
Qualifications and training:

2011, Margin Lending and Geared Investments, Other, Kaplan Professional Education
2014, Self Managed Superannuation Funds, Other, Kaplan Professional Education
2015, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2016, Master of Financial Planning, Masters Degree (AQF 9), Kaplan Higher Education Pty Limited
2017, Accredited Aged Care Professional, Other, Aged Care Steps
2022, FPC002B, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:
1999
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
122 Nicklaus Pde
North Lakes  QLD  4509
AFS licence holder name:
Personal Financial Services Ltd
AFS licence number:
000234459
Licence controlled by:
Entireti Limited ~ Fortnum Private Wealth Ltd [Date Ceased: 11/12/2024] ~ Australian Unity Limited [Date Ceased: 01/12/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».