Sara Caggiano Financial Planner Report

Name:
Sara Caggiano

Rep Number:
001001993

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2014-03-24 onwards

Licensee
Name:

Number:
000240559

ABN:
90 094 287 037

Controlled By:

Appointed By
Name:
Financial Index Australia Pty Ltd

Licence Number:
000240559

ABN:
90 094 287 037

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Canberra
Bachelor of Commerce (Banking & Finance)
University of Canberra
Bachelor of Commerce (Banking & Finance) / Bachelor of Science
University of Canberra
Bachelor of Science (Investment Mathematics)
FPA
CFP
The Tax Institute
Chartered Tax Advisers 1 Foundations
Finsia
Graduate Diploma of Financial Planning
Kaplan
Margin Lending & Geared Investments

Memberships
Financial Planning Association of Australia (FPA)