Financial Adviser
· LISMORE, NSW
Caroline Marie Hood
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267146
Caroline Marie Hood is a financial adviser based in Lismore, New South Wales, with 8 years of experience in the financial services industry. Caroline is currently authorised under Fortnum Private Wealth 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 Master of Applied Finance from Macquarie University. 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
2001
Bachelor of Business
Dublin City University (DCU)
2009
Master of Applied Finance
Macquarie University
2015
Diploma of Financial Planning
Kaplan Professional
2024
FPC008
Other - Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan
2025
Margin Lending Specialist
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