Financial Adviser
· SYDNEY, NSW
Cara Sloshberg
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006089
Cara Sloshberg is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Cara is currently authorised under Togethr Financial Planning Pty Ltd. Cara 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Cara 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
2010
Bachelor of Business (Finance)
University of Technology Sydney
2013
Diploma of Financial Planning
Kaplan Education Pty Limited
2014
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2016
Certified Financial Planner
Financial Planning Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register