Sara Caggiano – Financial Adviser

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

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 01/10/2007
The date the Financial Adviser ceased the appointment: 01/08/2010
Name of the Authorised Representative: SARA CAGGIANO
Authorised Representative identifying number: 000309299
Authorised Representative’s ABN:

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: