Caroline Ngoi
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000334708
- Location
- Melbourne VIC 3000
- Licensee
- Togethr Financial Planning Pty Ltd (AFSL 455010)
- Authorised since
- 21 October 2019
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, University of Western Australia (2002); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (Historical SIA/FINSIA) (2007); Certified Financial Planner, Financial Planning Association of Australia Limited (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Caroline Ngoi
On the Financial Advisers Register kept by ASIC, Caroline Ngoi appears as a current financial adviser in Melbourne, Victoria, adviser number 000334708.
Advice is given under the Australian financial services licence of Togethr Financial Planning Pty Ltd, licence number 455010. That authorisation dates from 21 October 2019.
The register records 2015 as the year Caroline first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Western Australia, 2002), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited (Historical SIA/FINSIA), 2007) and Certified Financial Planner (Financial Planning Association of Australia Limited, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Caroline is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Caroline Ngoi a registered financial adviser?
Yes. Caroline Ngoi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000334708.
Which licensee does Caroline Ngoi work under?
Togethr Financial Planning Pty Ltd, Australian financial services licence 455010.
What can Caroline Ngoi 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.