Madelaine Holmes – Financial Adviser
Adviser identifying number: 1004255
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: ESI FINANCIAL SERVICES PTY LTD
Licence number: 224952
Licensee’s ABN: 93101428782
Licence controlled by: ELECTRICITY SUPPLY INDUSTRY SUPERANNUATION (QLD) LTD.
The date the Financial Adviser commenced the appointment: 25/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESI FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000224952
Authorised Representative’s ABN: 93101428782
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 – Kaplan Professional Education
- Diploma of Financial Planning – ASFA Learning
- Diploma of Financial Services (Superannuation) – ASFA Learning
- TASA and the TPB code of Professional Conduct – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Madelaine Holmes is authorised to provide advices on following products:
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Superannuation / A person’s existing holding in a superannuation product