Financial Adviser · SYDNEY, NSW

Lindzi Beulah Caputo

10 Years experience

Tax advice
authorised

Currently at

Hlb Mann Judd Wealth Management (NSW) Pty Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001248513

Lindzi Beulah Caputo is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Lindzi is currently authorised under Hlb Mann Judd Wealth Management (NSW) Pty Limited. Lindzi 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 from University of Technology, Sydney. Lindzi is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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

2009

Bachelor of Business

University of Technology, Sydney

2016

Accredited Listed Product Adviser Program

Kaplan

2016

Advanced Diploma of Financial Planning

Kaplan Higher Education

2017

Self Managed Superannuation Funds

Kaplan

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Hlb Mann Judd Wealth Management (NSW) Pty Limited

Mar 2021 - Present Current

LONSDALE FINANCIAL GROUP PTY LTD

Oct 2016 - Jan 2021 Ceased

This Authorised Representative is not authorised to give advice in Margin Lending.

Source: ASIC Financial Advisers Register