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- Financial Advisers Australia (FAA)
- Nicole Anne Holm
Nicole Anne Holm
- Name
- Nicole Anne Holm
- ID
- 1006692
- ABN
- –
- First Provided Advice
- 2013
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1997 - Revenue Law and Practice UQS51130 - Other - University of Southern Queensland
- 2004 - Bachelor of Commerce - - University of Southern Queensland
- 2009 - LAW5503 Australian Law and Business - Other - University of Southern Queensland
- 2013 - Master of Business Administration with specialization in Financial Planning - Masters Degree (AQF 9) - University of Southern Queensland
- 2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
- 2017 - Self Managed Superannuation Funds - Other - Kaplan Professional
- 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CFP - Certified Financial Planner (FPA)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Current
- Licence Holder
- Capstone Financial Planning Pty ltd (#223135)
- Commenced
- July 1, 2025
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Aug. 28, 2015
- Ceased
- Nov. 13, 2017
- Status
- Ceased
- Licence Holder
- M Group Financial Planning Pty. Ltd. (#340094)
- Commenced
- July 1, 2013
- Ceased
- Sept. 7, 2015