Financial Adviser
· BENSVILLE, NSW
Caroline Rodrigues Herrmann
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238067
Caroline Rodrigues Herrmann is a financial adviser based in Bensville, New South Wales, with 11 years of experience in the financial services industry. Caroline is currently authorised under Navigate Manly Pty Ltd. Caroline holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business Administration from Federal University of Caxias do Sul. Caroline is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business Administration
Federal University of Caxias do Sul
2012
Diploma of Management
Australian Pacific College
2013
Advanced Diploma (Other)
Australian Pacific College
2014
Diploma (unrelated)
Australian Pacific College
2015
Diploma of Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Tax for Financial Advising
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register