Cara Maree Hall
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235173
- Location
- Bendigo VIC 3552
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 July 2021
- First provided advice
- 2015
- Qualifications
- Bachelor of Business (Accounting), La Trobe University (2002); Chartered Accountant Program, The Institute of Chartered Accountants in Australia (2004); Diploma of Financial Services (Financial Planning), Kaplan (2009); SMSF Strategies Intensive Borrowing Course, SMSF Training (2011); Margin Lending, Integrity Education (2016); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025); FPCOO1B-Economic and Legal Context for Financial Planning, Kaplan Higher Education (2025)
- Memberships
- The Institute of Chartered Accountants
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Cara Maree Hall
Cara Maree Hall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bendigo, Victoria (adviser number 001235173).
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 1 July 2021.
According to the register, Cara first provided financial advice in 2015. The qualifications listed for Cara include Bachelor of Business (Accounting) (La Trobe University, 2002), Chartered Accountant Program (The Institute of Chartered Accountants in Australia, 2004) and Diploma of Financial Services (Financial Planning) (Kaplan, 2009). Professional memberships recorded: The Institute of Chartered Accountants.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Cara Maree Hall a registered financial adviser?
Yes. Cara Maree Hall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235173.
Which licensee does Cara Maree Hall work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Cara Maree Hall give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.