Bronwyn Holzheimer – Financial Adviser

Adviser identifying number: 253547
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: BYRON CAPITAL PTY LTD
Licence number: 289407
Licensee’s ABN: 57113806689
Licence controlled by: BYRON CAPITAL PTY LTD

The date the Financial Adviser commenced the appointment: 02/09/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BYRON CAPITAL PTY LTD
Authorised Representative identifying number: 289407
Authorised Representative’s ABN: 57113806689

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:

• Advanced Diploma of Financial Planning – FPA
• Bachelor of Business – USQ
• CPA PFP – CPA
• Certified Financial Planner – FPA
• Certified Practicing Accountant – CPA Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Bronwyn Holzheimer 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 / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services