Jason Holder
PERSONAL FINANCIAL SERVICES LTD · North Lakes QLD 4509 · Advising since 1999
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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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
- 000295252
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PERSONAL FINANCIAL SERVICES LTD · AFSL 234459Since 1 October 2019
- Principal business address
- North Lakes QLD 4509
- First year providing advice
- 1999
- 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
- 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.
- CURRENTOct 2019 – presentPERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- CEASEDApr 2019 – Sep 2019AON HEWITT FINANCIAL ADVICE LIMITED · AFSL 239183
- CEASEDMay 2016 – Apr 2019MERITUM FINANCIAL GROUP PTY LTD · AFSL 245569
- CEASEDNov 2005 – May 2016SUNCORP FINANCIAL SERVICES PTY LTD · AFSL 229885
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 · 2022 · Bridging Course - Ethics
Accredited Aged Care Professional
Aged Care Steps · 2017 · Other
Master of Financial Planning
Kaplan Higher Education Pty Limited · 2016 · Masters Degree (AQF 9)
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2015 · Graduate Diploma (AQF 8)
Self Managed Superannuation Funds
Kaplan Professional Education · 2014 · Other
Margin Lending and Geared Investments
Kaplan Professional Education · 2011 · Other
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 Jason Holder claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jason Holder on Souffle yet.
Contacting Jason Holder
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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