Financial Adviser
· CAVES BEACH, NSW
Caroline Brown
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000223814
Caroline Brown is a financial adviser based in Caves Beach, New South Wales, with 38 years of experience in the financial services industry. Caroline is currently authorised under Fiducian Financial Services 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 Diploma of Financial Planning from FPA. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
FPA
2010
Margin Lending & Geared Investments
Kaplan
2010
SMSF
Kaplan
2012
Cert IV in Finance & Mortgage Broking
Kaplan