Robert Holt Financial Planner Report

Name:
Robert John Holt

Rep Number:
000247588

Status:
Current

First Advice:
1982

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Licensee
Name:

Number:
000232705

ABN:
77 003 323 055

Controlled By:

Appointed By
Name:
Hillross Financial Services Limited

Licence Number:
000232705

ABN:
77 003 323 055

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)