Robert Holle Email
Senior Client Advisor @ Bell Potter Securities
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Robert Holle Location
- Brisbane City, QLD, AU
Robert Holle Work
- 2017 -now Senior Client Advisor @
- 2001 -2017 Financial Advisor @
- 1999 -2001 Financial Advisor @
- 1997 -1999 Financial Advisor @ Dixon Stockbroking
Robert Holle Education
- Securities Institute
Grad Dip Applied Finance
1999-2001 - Bond University
Master of Business Administration (M.B.A.)
1995-1997 - The Soutport School 1978-1980
- 2001
Robert Holle Skills
- Credit Risk
- Multi-generational wealth transfer
- Morningstar
- Tax Free Income
- Variable Annuities
- Simple IRA
- Investments
- Asset Allocation
- Financial Advisory
- Fixed Income
- Portfolio Management
- Equities
- Wealth Management
- Investment Strategies
- Financial Markets
- Multi Generational
- Multi Generational Wealth Transfer
Robert Holle Summary
- Robert Holle, based in Brisbane City, QLD, AU, is currently a Senior Client Advisor at Bell Potter Securities. Robert Holle brings experience from previous roles at Morgan Stanley, BNP Paribas and Dixon Stockbroking. Robert Holle holds a 1999 - 2001 Grad Dip Applied Finance @ Securities Institute. With a robust skill set that includes Credit Risk, Multi-generational wealth transfer, Morningstar, Tax Free Income, Variable Annuities and more. Robert Holle has 3 emails on RocketReach.
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Others Named Robert Holle
Robert Holle
Senior Client Advisor
Brisbane City, QLD, AU
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