Caroline Marie Hood
Financial Adviser in Lismore, New South Wales, Australia
Review Caroline Marie Hood
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001267146
- Location
- Lismore NSW 2480
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 July 2023
- First provided advice
- 2018
- Qualifications
- Bachelor of Business, Dublin City University (DCU) (2001); Master of Applied Finance, Macquarie University (2009); Diploma of Financial Planning, Kaplan Professional (2015); FPC008, Kaplan (2024); Graduate Diploma of Financial Planning, Kaplan (2024); Margin Lending Specialist, Kaplan (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Caroline Marie Hood
Caroline Marie Hood is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lismore, New South Wales (adviser number 001267146).
The licensee Caroline advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 1 July 2023.
The register records 2018 as the year Caroline first provided financial advice. The qualifications listed for Caroline include Bachelor of Business (Dublin City University (DCU), 2001), Master of Applied Finance (Macquarie University, 2009) and Diploma of Financial Planning (Kaplan Professional, 2015). Caroline is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Caroline Marie Hood here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Caroline Marie Hood a registered financial adviser?
Yes. Caroline Marie Hood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267146.
Which licensee does Caroline Marie Hood work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Caroline Marie Hood 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.