Melanie Holmes – Financial Adviser

Adviser identifying number: 1005757
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: PRITCHARD & PARTNERS PTY LIMITED
Licence number: 246712
Licensee’s ABN: 84073393049
Licence controlled by: STEVEN PRITCHARD INVESTMENTS PTY. LIMITED

The date the Financial Adviser commenced the appointment: 12/04/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRITCHARD & PARTNERS PTY LIMITED
Authorised Representative identifying number: 246712
Authorised Representative’s ABN: 84073393049

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 – University of Newcastle
  • Certified Practicising Accountant (CPA Program) – CPA Australia
  • Personal Financial Planning & Superannuation – CPA Australia

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Melanie Holmes is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products