Timothy Holt – Financial Adviser

Adviser identifying number: 1001307
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SIRA GROUP PTY LTD
Licence number: 278423
Licensee’s ABN: 15106922641
Licence controlled by: BANNISTER CONSULTING PTY LTD ~ David John Bannister ~ Melanie Kate Bannister

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BONSANTE PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 1244091
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:

• Generic Knowledge – Financial Education Professionals Pty Ltd
• Managed Investments – Financial Education Professionals Pty Ltd
• Securities – Financial Education Professionals Pty Ltd

Relevant memberships of professional bodies or industry associations:

Timothy Holt is authorised to provide advices on following products:

• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Securities
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services