MEGAN JOY HOLMES (Adviser# 001242362) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 17, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MEGAN JOY HOLMES |
| Adviser Number | 001242362 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000445113 THE SMSF EXPERT PTY LTD |
| Licence ABN | 17155686356 |
| Adviser Start Date | 2018-04-17 |
| Appointing Representative Name | CLARK ADVISORY SERVICES PTY LTD |
| Appointing Representative Number | 001262905 |
| Appointing Representative ABN | 58625077410 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Chartered Accountants Australia and New Zealand (CA) |
| Further Restrictions | Provide Class of Product Advice in relation to Superannuation only, restricted to establishment of Self Managed Superannuation Funds and clients existing superannuation and Self Managed Superannuation, contributions and pension payments. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accountants SMSF Package | KAPLAN |
| Accountants SMSF Package | KAPLAN |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000445113 |
THE SMSF EXPERT PTY LTD
Further restrictions: Provide Class of Product Advice in relation to Superannuation only, restricted to establishment of Self Managed Superannuation Funds and clients existing superannuation and Self Managed Superannuation, contributions and pension payments. |
2018-04-17 - | CLARK ADVISORY SERVICES PTY LTD |
| 000394795 | BROUGHAM & VAUX (AUST.) PTY LTD | 2016-05-26 - | BROUGHAM & VAUX (AUST.) PTY LTD |
| Licence Name | THE SMSF EXPERT PTY LTD |
| Licence Number | 000445113 |
| Licence ABN | 17155686356 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHERRY DIMAPILIS | The Smsf Expert Pty Ltd | Current | 2018-08-14 |
| JOSEPH ELHINDI | The Smsf Expert Pty Ltd | Current | 2018-08-06 |
| EUGENE VINCENT SIBELLE | The Smsf Expert Pty Ltd | Current | 2018-07-16 |
| PETER NORMAN WILCOX | The Smsf Expert Pty Ltd | Current | 2018-07-13 |
| TIA STAMATIA SPARIS | The Smsf Expert Pty Ltd | Current | 2018-07-05 |
| MARK FRANCIS SOMES | The Smsf Expert Pty Ltd | Current | 2018-06-05 |
| JOHN RICHARDS | The Smsf Expert Pty Ltd | Current | 2018-06-04 |
| AMY ELIZABETH STRONACH | The Smsf Expert Pty Ltd | Current | 2018-05-28 |
| SALVATORE SOLANO | The Smsf Expert Pty Ltd | Current | 2018-04-24 |
| DAVID BRUCE COOKE | The Smsf Expert Pty Ltd | Current | 2018-04-13 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.