Alexander James Richard Holt – Financial Adviser
Adviser identifying number: 1002565
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence number: 231139
Licensee’s ABN: 65003900169
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 20/03/2010
The date the Financial Adviser ceased the appointment: 25/03/2011
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Advanced Diploma – Financial Planning – Kaplan
- Diploma – Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planner AFP (FPA)
Alexander James Richard Holt is authorised to provide advices on following products: