Michael Holmes – Financial Adviser
Adviser identifying number: 308464
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: PGW FINANCIAL SERVICES PTY LTD
Licence number: 384713
Licensee’s ABN: 15123835441
Licence controlled by:
The date the Financial Adviser commenced the appointment: 30/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PGW FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 384713
Authorised Representative’s ABN: 15123835441
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce (Banking & Finance) – University of Canberra
- Diploma in Financial Services (Financial Planning) – Kaplan
- Graduate Diploma in Chartered Accounting – Institute of Chartered Accounts in Australia
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Michael Holmes is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility