Brett Richard Holmes
PERSONAL FINANCIAL SERVICES LTD · Noosa Heads QLD 4567 · Advising since 2012
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001003159
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PERSONAL FINANCIAL SERVICES LTD · AFSL 234459Since 2 December 2019
- Principal business address
- Noosa Heads QLD 4567
- First year providing advice
- 2012
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2019 – presentPERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- CEASEDNov 2014 – Nov 2019NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
- CEASEDSep 2012 – Sep 2014SYNCHRON ADVICE PTY LTD · AFSL 243313
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B - Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2025 · Bridging Course - Ethics
Accredited Aged Care Professional Program
Aged Care Steps · 2024 · Other
FPC001B-Economic and Legal Context for Financial Planning
Kaplan Higher Education · 2024 · Bridging Course - Regulation & Legal Obligations
FPC007B - Client Engagement Skills
Kaplan Higher Education · 2023 · Bridging Course - Behavioural Finance
Advanced Diploma of Financial Planning
Mentor Education · 2018 · Advanced Diploma (AQF 6)
Diploma of Financial Planning
Kaplan Professional · 2014 · Diploma (AQF 5)
Diploma of Financial Services (Superannuation)
Association of Superannuation Funds of Australia Limited (ASFA) · 2008
Bachelor of Commerce
University of South Africa · 1999 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Brett Richard Holmes claims the profile.
Reviews
Not yet reviewed
No client has reviewed Brett Richard Holmes on Souffle yet.
Contacting Brett Richard Holmes
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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