Helen Annette Caruso – Financial Adviser

Adviser identifying number: 1249426
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SMSF ADVISERS NETWORK PTY LTD
Licence number: 430062
Licensee’s ABN: 64155907681
Licence controlled by: NATIONAL TAX & ACCOUNTANTS’ ASSOCIATION LIMITED

The date the Financial Adviser commenced the appointment: 07/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVISERS NETWORK PTY LTD
Authorised Representative identifying number: 430062
Authorised Representative’s ABN: 64155907681

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 – James Cook University of North Queensland
• Diploma of Financial Planning – CPA Australia
• Principles in Self Managed Superannuation Funds – International Institute of Technology

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Credit and Investments Ombudsman
• Tax Practitioners Board

Helen Annette Caruso is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation