Financial Adviser
· TRARALGON, VIC
Holly Jade Fleming
No disciplinary history on record with ASIC
TRARALGON,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271515
Holly Jade Fleming is a financial adviser based in Traralgon, Victoria, with 8 years of experience in the financial services industry since 2018. Holly is currently authorised under Phillipsons Financial Planning. Holly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Holly's qualifications include a Bachelor of Commerce from Bond University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce
Bond University
2018
Diploma of Financial Planning
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register