Jaarod Holmes
BCom
Financial Adviser
I help my clients by looking holistically at their financial world, then curating the right strategy to help them gain confidence in their financial security.
Jaarod was working as an electrician when he found the world of personal finance and investment. From there, he changed course and commenced training to become a Financial Adviser. He has a strategy first approach, with the belief that no matter how good your investments are, if they are not set up within the right plan for you, they ultimately won't provide you with the outcome you are trying to achieve.
Investment Style
Jaarod is naturally conservative in his investment approach, using exchange traded funds, managed funds and bluechip equities to achieve slow, consistent growth with reliable income.
Services and Specialties
Wealth Management
Financial Planning
Superannuation Advice
Retirement and Estate Planning
Qualifications and Professional Affiliations
No items found.
Associations
Financial Advice Association of Australia (FAAA)
Competencies
Financial Planning
Generic
Managed Investments
Superannuation
Life Insurance
Securities
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary and percentage of fees.
