Greg Robert Holman – Financial Adviser

Adviser identifying number: 244916
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 07/07/2010
The date the Financial Adviser ceased the appointment: 08/04/2013
Name of the Authorised Representative: GREG ROBERT HOLMAN
Authorised Representative identifying number: 000244916
Authorised Representative’s ABN:

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 Business – Monash University
  • Certificate IV Finance & Mortgage Broking – AAMC
  • Certified Practising Accountant – CPA Australia

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

Greg Robert Holman is authorised to provide advices on following products: