Sara Caggiano – Financial Adviser

Adviser identifying number: 1001993
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: FINANCIAL INDEX AUSTRALIA PTY LTD
Licence number: 240559
Licensee’s ABN: 90094287037
Licence controlled by: FINDEX GROUP LIMITED

The date the Financial Adviser commenced the appointment: 24/03/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL INDEX AUSTRALIA PTY LTD
Authorised Representative identifying number: 240559
Authorised Representative’s ABN: 90094287037

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Sara Caggiano is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility