Financial Adviser
· FORTITUDE VALLEY, QLD
Caroline Deanna Rees
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245722
Caroline Deanna Rees is a financial adviser based in Fortitude Valley, Queensland, with 22 years of experience in the financial services industry. Caroline is currently authorised under Horsey Jameson Bird 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 Certified Financial Planner from Financial Planning Association of Australia. 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
2005
Diploma of Financial Planning
Financial Planning Association of Australia
2008
CFP® Certification Program
FPA
2008
Certified Financial Planner
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2014
Self Managed Superannuation Fund
Kaplan Professional
2014
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2023
Aged Care Steps (ACS) Accredited Aged Care Professional Program
Aged Care Steps
2025
Graduate Diploma of Financial Planning
Kaplan Professional