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Mikaela Holmes CFP®

About Me

I have been in the industry for over 20 years. I believe building a strong relationship with my clients is key to helping them now and in the future.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Bentleys (qld) Advisory Pty Ltd
CERTIFIED FINANCIAL PLANNER®

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  • The Financial Advice Association Australia acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters, and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present.
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  • © 2024 FINANCIAL ADVICE ASSOCIATION OF AUSTRALIA LIMITED.
  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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