Jason Holder

N-Q Financial Solutions

Gold
23 Yrs Experience
North Lakes, QLD 4509

Recent reviews

N-Q Financial Solutions

122 Nicklaus Parade
North Lakes, QLD 4509

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

My fees

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

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"My wife & I retired 5 years ago & Jason discussed our options regarding super & other savings.He was and is very easy to communicate with,is very experienced,knowledgeable & well qualified.He understands our financial needs,keeps in regular contact & have complete confidence in our dealings with him.I highly recommend him to anyone in any age group."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2016

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2017

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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