Financial Adviser
· SCONE, NSW
Caitlin Hall
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251788
Caitlin Hall is a financial adviser based in Scone, New South Wales, with 10 years of experience in the financial services industry. Caitlin is currently authorised under Fintegrity Wealth Advisers Pty Ltd. Caitlin 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 Graduate Diploma in Financial Planning from Kaplan Professional.
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
2016
Diploma of Financial Planning
Kaplan Professional
2025
Graduate Diploma in Financial Planning
Kaplan Professional
Registration History
You are authorised to perform the following tasks:Deposit and payment products limited to:oBasic Deposit Products;oDeposit Products other than basic Deposit ProductsLife Products including;a)Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b)Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;Interest in Managed Investment Schemes including investor directed portfolio services;Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997);Superannuation and retirement products
Source: ASIC Financial Advisers Register