Mikaela Holmes profile photo

Mikaela Holmes

Bentleys (QLD) Advisory Pty Ltd

Gold
18 Yrs Experience
Brisbane City, QLD 4000

I have been working in the financial services industry for more than 18 years. I was first authorised to provide advice to clients in 2007. I enjoy working with clients, helping them to understand and articulate their goals and assisting in achieving them. I have worked closely with clients as they transition into retirement, move into Aged Care and deal with the death of a loved one.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Bentleys (QLD) Advisory Pty Ltd

Level 9, 123 Albert St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Wednesday

Licensed by

Bentleys (Qld) Advisory Pty Ltd

AFSL 274444