Brett Holmes

Financial Adviser

ASIC adviser number:
001003159
Qualifications and training:

1999, Bachelor Degree, Commerce, , University of South Africa
2008, Diploma of Financial Services (Superannuation), , Association of Superannuation Funds of Australia Limited (ASFA)
2014, Diploma, Financial Planning, , Kaplan
2018, Advanced Diploma of Financial Planning, , Mentor Education
2024, Accredited Aged Care Professional Program, Other, Aged Care Steps

When adviser first provided advice:
2012
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
5, 17 Sunshine Beach Rd
Noosa Heads  QLD  4567
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 ».