Brett Holmes

Financial Adviser

ASIC adviser number:
001003159
Qualifications and training:

1999, Bachelor of Commerce, Bachelor Degree (AQF 7), University of South Africa
2008, Diploma of Financial Services (Superannuation), , Association of Superannuation Funds of Australia Limited (ASFA)
2014, Diploma of Financial Planning, Diploma (AQF 5), Kaplan Professional
2018, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Mentor Education
2023, FPC007B, Client Engagement Skills, Bridging Course, Behavioural Finance, Kaplan Higher Education
2024, Accredited Aged Care Professional Program, Other, Aged Care Steps
2024, FPC001B-Economic and Legal Context for Financial Planning, Bridging Course, Regulation & Legal Obligations, Kaplan Higher Education
2025, FPC002B, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education

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 ».