Financial Adviser
· HAWTHORN, VIC
Rachael Elizabeth Holder
No disciplinary history on record with ASIC
HAWTHORN,
VIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001310080
Rachael Elizabeth Holder is a financial adviser based in Hawthorn, Victoria. Rachael is currently authorised under My Dedicated Advisory, operating through Tribeca Collective. Rachael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rachael's qualifications include a Bachelor degree in Science (Hons) Psychology from University of Manchester.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor degree in Science (Hons) Psychology
University of Manchester
2015
Diploma in Investment Advice
CISI
2016
Diploma in Regulated Financial Planning
Chartered Insurance Institute
2019
Advanced Diploma in Financial Planning
Chartered Insurance Institute
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register